New category missing from summary report

Bob Esse
Bob Esse Quicken Mac 2017 Member ✭✭
edited February 2022 in Download, Add/Update Accounts (Mac)
I added a new category recently and when I create a report, this new category is always missing.

Answers

  • jobworker
    jobworker Quicken Mac Subscription Mac Beta Beta
    When you have produced your report, select edit on the report and a window will pop up where you will be able to select Categories.  Find your new category and check it.
  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta
    edited February 2022
    Adding to the post above: in the Edit report set-up, if you have the Categories tab set to "Include transactions with any category", then adding a transaction with a new category show up immediately in the report. But if you have "Selected categories" selected for the report, then adding a new category will require manually adding it to the category selection for the report. 
    Quicken Mac Subscription • Quicken user since 1993
  • Bob Esse
    Bob Esse Quicken Mac 2017 Member ✭✭
    My word friend!!! That was so very, very easy---I can hardly believe it. Thank you sir.
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