"You have no categorized spending for the selected date range." (Q Mac)

Yes, I download transactions every morning. That is working properly.

No, I am not seeing the same issue in reports and dashboard tiles. It appears to be limited the home page overview report.

I tried what you suggested. I only keep the five most recent backups, but when I went into the backup folder, I saw that there was a pre-update backup from May 5. I restored that one and had to set the overview to the last six months since there was nothing in it for this month or august. And I noticed in that one, it also did not show any grocery expenses. The only reason I noticed the issue this month was because, unlike all the months past, as soon as I entered in some expenses on the second day of the month for the first day, the overview shows those expenses right away. I know that happened in August.

Kristina, I followed the instructions and created the new file and imported the data. I didn't bother selecting use mobile and web. Once the import was done, I went to the overview tab, and it appeared like that resolved the issue. I decided to check the report and compare the results to the overview tab. Most of the category totals were exactly the same, but not all. And of course, I got the reminder that the overview was going to be replaced in a dashboard update.

When I did the export, I got the message in the following screenshot:

I don't remember doing an attachment. It was probably a long time ago, so I'm not worried about that. However, the 23 custom reports would not be much fun to have to re-create. I think I only actually use about 8 custom reports, but it took me a long time to tweak them just right.

I'm wondering if the weird results indicate that my file is somehow corrupted. I have noticed some odd behavior from time to time.

And another thing that I totally forgot about until you mentioned about naming the cloud account is that I seem to have multiple cloud accounts and I'm not sure how to deal with that or if it matters. I forget now where I even saw them.

For now I'm sticking with my original file. I don't particularly want to have to go to a lot of extra time and trouble to set up a new one, but I'd like to know what you think about the situation.

Kristina, thanks for the information about the cloud accounts. I only see the one I use and the one I created the other day. I don't remember where I came across the other ones now. I know I didn't imagine it, but if they're not there, I don't need to worry about it.

Getting back to the file issue, I've been using Quicken for Mac since October 2016. It has been on many different devices over the years, all iMacs until my current machine. Whenever I changed computers, I used Apple Time Machine to set up the new one with all of my files. Of course, the main file has always been on my hard drive, but I made sure my backups were somewhere else. For a while, I had it them in Dropbox. Now I have the main file on my iCloud Drive, which of course resides on my hard drive and at iCloud. I have my backups going into a specific folder in iCloud.

As far as crashes go, I've had a few issues over the years. About the only thing that was really unusual was when my iMac 2017, with the fusion drive, got a little wonky. The two parts of the fusion drive, apparently had a temporary separation. Took a while to get that figured out. That's when I got this Mac mini, but then Apple came up with a software solution to resolve that issue. Then I switched back to the iMac. I think Fusion Drive issue resulted in a crash or two, but that was a few years ago now. I've been using this Mac mini exclusively for a while now. That iMac was being kind of slow and sometimes unreliable. This Mac mini is way better as far as speed and performance, although I miss the retina screen and all the built-in features of the iMac. Sadly, Apple doesn't make it in the larger size anymore.

It's kind of weird how that issue showed up in that May backup. I look at that screen all the time and I never noticed a problem until this month.

Thanks for all your help and for hanging with me.

That makes sense. And yes, unless I notice some other serious issues, I won't bother with Setting up a new file. But thank you for telling me about that because if I need to do it, now I know how.

I always start quicken with the home page showing because that has reminders of all my upcoming bills and other expenses. I have a separate report that I created where I track my more or less discretionary expenses to make sure I stay in my budget each month. However, it is pretty easy to click on that spending by category to see the whole picture. I don't think I would've ever noticed that if this problem had cropped up.

So let's consider this closed and thank you very much for your assistance!