Report does not include all splits

longtimeuser70
longtimeuser70 Quicken Mac Subscription Member ✭✭
in Reports (Mac)

I created at 2025 annual report with income and expenses. The report randomly omits some splits. Since I use splits extensively within credit card payment entries, this means I have an annual report which is of unknown accuracy for any expense entered as a split. Quicken support has told me this is a known problem, with no commitment at this time to a fix. I consider this unacceptable—a report that is unreliable is essentially useless.

I found this because the annual expense for Auto:Fuel was way below what I knew the Fuel expense should be. (In other words, some of the Auto:Fuel splits were captured in the report and some weren't.) Now I have to check all the other items which are regularly entered as a split to determine which are incorrect. I enter all splits manually. I do not download from the credit card company.

I have made many reports before, and had never noticed this problem. However, it’s not easy to see unless a specific line item is immediately recognizable as off, so it might be longstanding. At the current time, it is very important for me to have an accurate report for an outside need.

Quicken Classic Deluxe Version 8.4.2 (Build 804.59835.100)

Mac OS 15.3.1

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Answers

  • BK
    BK Quicken Windows Subscription Member ✭✭✭✭

    I just noticed this on the Windows as well, yesterday for the first time. I didn't know this was a known issue! I cannot speak for the Mac, but what I discovered was that if I selected "Subtotal by: Category" it refreshed and corrected itself and after re-saving the report, it appeared to remain correct (I hope). Maybe this will help you as a workaround? I agree that now I cannot trust the reports!

    On Windows, I tested it on R62.16 and R65.29 with the same result. Sorry I don't mean to muddy the Mac community but at least we know it exists on both platforms.

    - Q Win Deluxe user since 2010, US Subscription
    - I don't use Cloud Sync, Mobile & Web, Bill Pay

  • longtimeuser70
    longtimeuser70 Quicken Mac Subscription Member ✭✭

    thanks for the suggestion. I have tried to re-save or re-do the report many times. The problem remains. It is interesting the the same items are repeatedly omitted, yet there does not seem to be any difference between the entries that appear in the report and those that are omitted.

  • RickO
    RickO Quicken Mac Subscription SuperUser ✭✭✭✭

    In the report setup, have you checked that "all" is checked for Accounts, Categories, Tags and Payees? And in the Advanced tab that all three of Reconciled, Cleared and Not Cleared are checked?

    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • longtimeuser70
    longtimeuser70 Quicken Mac Subscription Member ✭✭

    Yes. In call with support I confirmed that all my settings were correct.

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