REPORTS - Spending - Itemized Categories & Spending by Category shows bad data

jimkarl
jimkarl Quicken Windows Subscription Member ✭✭
edited February 2024 in Reports (Windows)

See pics. If I run either of these reports, clearing all report filters first, I still includes two lines of data that should not be present in this report (Employee Benifit Spouse & Tax Spouse. You can see from the screen shots these catagories have not been requested to be included in th report yet are still shown. Why?

categoryreport.jpg employerbenifitspouseoff.jpg taxspouseoff.jpg

Comments

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Try clicking on "Switch back to old interface" at the bottom of the report customization then restarting Quicken.

    Are the unwanted Categories still included in the report?

    QWin Premier subscription
  • jimkarl
    jimkarl Quicken Windows Subscription Member ✭✭

    that works! Thanks!

  • jimkarl
    jimkarl Quicken Windows Subscription Member ✭✭

    though it has other issues like constantly constant resetting all the report'report's child data rollup/expansion vivisibilty forcing you to set it all back up again and again…

    but it does at least provide the correct data which is what a report should do.

  • Debbie.C
    Debbie.C Quicken Windows Subscription Member

    I too had to "Switch back to old interface" due to reporting problems with the new interface. But now I cannot find where to switch to the new interface so that I can periodically check it to see when Quicken fixes the errors they introduced.

  • jimkarl
    jimkarl Quicken Windows Subscription Member ✭✭
    edited January 2024

    great point.

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    If you want to switch back to the new interface, go to Edit > Preferences > Early access and check the Customize reports box.

    QWin Premier subscription
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