subcategory not showing in reports (old or new Q Mac)

Member ✭✭
edited December 2024 in Reports (Mac)

Hi, I've researched this and not found an answer. I created a new subcategory, and it's not showing in my reports. I checked the box to include the category before I made the report, and I tried running both my preferred old report, and the new Quicken report. Not there. I restarted the app, and nope. My version is Quicken Classic Deluxe 7.9.1. Here's a screenshot. Photo 1 is the category list, the sub-category I want to show up is "HSA disimbursement." Photo 2 is a classic report, Photo 3 is new report. HSA should be showing up before "insurance" but is not. Thanks in advance.


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Comments

  • Quicken Mac Subscription SuperUser, Mac Beta Beta

    It's not clear to me from your post: did you manually add this new sub-category to your report? New categories won't be included automatically in existing saved reports. In the report, you need to go to Edit > Categories, find the new sub-category, and check it to include it in the report.

    Quicken Mac Subscription • Quicken user since 1993
  • Yes, I did this, first thing. I said that in my post but I probably didn't make it that clear, sorry.

  • I figured out the issue and no longer need help. Thanks.

  • Quicken Mac Subscription SuperUser ✭✭✭✭

    Please share what the resolution was to help others who might have similar issues (and those that were attempting to help you).

    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • Sure. I couldn't add a category because the transaction should have been shown as a transfer.

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