Category reports not printing correctly (Q Mac)
Using Quicken Classic Starter v.8.0.1 on a Mac 12.63 Monterey
Trying to print a summary report of all categories. I have updated the view to show "a summary of all categories". This shows fine. See attached document "2024:25 Summary before print".
Then when I go to print it, it reverts to show 6-7 lines and does not give a summary of all the categories. See attached document "2024:25 Summary after print".
I've been using Details & Summary reports for years and never had this problem before. I've gone back to old Summary reports with the same settings (but obviously different dates) and it works fine. Similarly, the Details report prints fine too.
I am attaching a screenshot of what the Summary report looks like before I use print, i.e. it shows a summary of all categories. Then am attaching a PDF of what the Summary report looks like when I press print.
Can you help pleae?
Best Answer
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Bottom line: stop using that report!
The Category Summary Report (found in the Other Reports group on the Reports tab) is an old deprecated report that is only still present in Quicken for legacy purposes. It is known to have issues, including data errors and printing problems. Anyone using this report should transition to one of the current Summary reports that uses the modern reporting engine.
In your specific case, you should go to the Popular Reports group and use Category Summary Year to Date. This report will replicate your Category Summary Report (although it will look a bit different), be data-accurate and should print properly. Click the Edit button to change the date range. If you want things broken down by Tag, you can change the Column setting in this report to "Tag" to get a column for each tag.
Quicken Mac Subscription; Quicken Mac user since the early 90s3
Answers
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Bottom line: stop using that report!
The Category Summary Report (found in the Other Reports group on the Reports tab) is an old deprecated report that is only still present in Quicken for legacy purposes. It is known to have issues, including data errors and printing problems. Anyone using this report should transition to one of the current Summary reports that uses the modern reporting engine.
In your specific case, you should go to the Popular Reports group and use Category Summary Year to Date. This report will replicate your Category Summary Report (although it will look a bit different), be data-accurate and should print properly. Click the Edit button to change the date range. If you want things broken down by Tag, you can change the Column setting in this report to "Tag" to get a column for each tag.
Quicken Mac Subscription; Quicken Mac user since the early 90s3 -
@RickO wrote:
The Category Summary Report (found in the Other Reports group on the Reports tab) is an old deprecated report that is only still present in Quicken for legacy purposes. It is known to have issues, including data errors and printing problems. Anyone using this report should transition to one of the current Summary reports that uses the modern reporting engine.
mind blowing that it is still there with the issues you report… rather than in a group called “Legacy Reports Use at your Own Risk” 🙄
Quicken user since 1990, MacBook Pro M2 Max on Sequoia 15.4 (and Win 11 under Parallels Desktop)
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@RickO Thank you so much for your clear & helpful answer. Worked a treat! Thanks again.
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mind blowing that it is still there with the issues you report… rather than in a group called “Legacy Reports Use at your Own Risk” 🙄
Blows my mind too. Especially considering that there are known inaccuracies which could end up with someone, for example, filing incorrect tax returns.
I would think they could automate a database conversion that takes any saved legacy reports and convert them to the equivalent modern reports. Yes, there may be some "features" missing from the converted reports (e.g., the graph on the Spending Over Time, but so be it. And the pretty-much-worthless Spending Cloud report can just go away. A warning message could come up a couple versions before to cajole users into manually converting these reports before it happens automatically.
To make matters worse, the Net Worth Over Time and Accounts Summary legacy reports are not even listed in the Other group to clue in users that they are "different". We keep getting reports of data errors on all these legacy reports, so I have no trust that any of them are accurate in all cases.
I really wish Quicken would address this.
Quicken Mac Subscription; Quicken Mac user since the early 90s5 -
Hello @Danielle Wilson and @RickO,
I plan on submitting this issue as a bug. In order to assist me with creating the ticket to send to my team, it would be helpful if you could respond here with the exact steps that you take to recreate this issue as well as any troubleshooting steps you have taken in an attempt to resolve this issue. You can also navigate to Help > Report a Problem to submit a problem report, please include a sanitized data file and any screenshots that you have.
Let me know once you have done so, thanks!
-Quicken Jasmine
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@Quicken Jasmine I don't think it's appropriate or necessary to submit this as a bug, because:
- The developers have stated that these reports are deprecated legacy reports and will not incur any development resources.
- There are other (more significant) known inaccuracies in these reports that result in factual errors, and
- As I suggest above, these reports should be converted to modern reports and removed from Quicken.
Rather than submit this as a bug, I'd much rather know that a project is submitted to finally remove these inaccurate and outdated reports from the program.
Quicken Mac Subscription; Quicken Mac user since the early 90s1
