Why is a credit card account missing from monthly category summary report?
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AK Newbie
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Every month I print a Monthly Category Summary Report and this month I noticed a particular Credit Card account was missing. I verified it was selected in the customization. I verified the account settings were identical to the other credit card accounts that appear in the report. So what's going on? A side note here: this particular credit card account will print for other different reports - I verified this as well.
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Best Answer
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Which report type are you using? If you are using the report actually called "Category Summary," I think you'll find the solution is to use a different report. "Category Summary" is one of about a half-dozen legacy reports which were inherited from the predecessor 2010-era Quicken Essentials program, and now show a gray icon on the Reports Page. This report, in particular, is known to have some bugs which can cause data to be omitted. This and the other old reports are planned to be removed from the program eventually. (My guess is they just haven't written converters to move people with old reports to equivalent new ones.)
So, instead of using Category summary, go to Reports in the blue navigation bar, click on Summary under Quicken Reports, and choose one of the pre-built Category Summary by Month/Quarter/Year/Year-To Date report options. Or, click on "Create a New Report," click Summary, customize the time intervals and time range you want, and you'll have a new category summary report. Does this solve your problem with an account being omitted?Quicken Mac Subscription • Quicken user since 19935
Answers
-
Which report type are you using? If you are using the report actually called "Category Summary," I think you'll find the solution is to use a different report. "Category Summary" is one of about a half-dozen legacy reports which were inherited from the predecessor 2010-era Quicken Essentials program, and now show a gray icon on the Reports Page. This report, in particular, is known to have some bugs which can cause data to be omitted. This and the other old reports are planned to be removed from the program eventually. (My guess is they just haven't written converters to move people with old reports to equivalent new ones.)
So, instead of using Category summary, go to Reports in the blue navigation bar, click on Summary under Quicken Reports, and choose one of the pre-built Category Summary by Month/Quarter/Year/Year-To Date report options. Or, click on "Create a New Report," click Summary, customize the time intervals and time range you want, and you'll have a new category summary report. Does this solve your problem with an account being omitted?Quicken Mac Subscription • Quicken user since 19935 -
Hey, THANKS! that worked.1
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