Category Summary Report: Transactions posted to a specific category, showing up as Adjustment?

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mpicard
mpicard Member
edited January 2023 in Reports (Mac)
I have many transactions that Quicken for mac assigned to a Category I did not want. I changed the category, but in my Category Summary Report, it is NOT showing up in the correct category in the report. Instead many transactions are showing up in the "Adjustment" Category which cannot be assigned to either Income or Expense. How do I get these transactions to show up in the report associated with the Category I want?

Answers

  • RickO
    RickO SuperUser, Mac Beta Beta
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    Do not use the Category Summary report. It is an "old format" report that is being deprecated and is known to have errors. Instead, use the Transactions by Category report. Once you have that set up, I think the problem will be gone. If not, let us know. 
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • mpicard
    mpicard Member
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    Thank you RickO
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