Current vs Average Category Report - total is incorrect

Keith Davis
Keith Davis Quicken Windows Subscription Member ✭✭✭
in Reports (Windows)

This report is broken. About half of the totals displayed do not match the totals if you click the category and drill down.

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When I click on Shopping to drill down, the total for the current month is different:

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I've verified that this second number is correct the first one, in the average report, is incorrect. Almost all of the categories do the same thing, but a couple of them are correct (or close to it).

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Comments

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited January 29

    I ran this report and checked several Categories but I do not see any discrepancies in my data.

    Is there any pattern to the Categories that don't match - they are used in split transactions, subcategories or there are credits along with the expenses or something?

    QWin Premier subscription
  • Keith Davis
    Keith Davis Quicken Windows Subscription Member ✭✭✭

    Whelp, I did not realize the category I was in. I do use H&B, so I guess that's fine. I have not determined a pattern, but I'll look more closely.

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

    No problem, I have requested that a Moderator move this discussion to the Windows Reports category.

    QWin Premier subscription
  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    @Keith Davis ,
    are you reusing saved customized reports, created in a prior version / release of Quicken?
    There have been occasional reports about saved reports not working correctly.

    Please try setting up a new report from scratch, from the Reports Menu or Reports & Graphs Center, and re-customize it to your needs. Does this newly customized report work any better?

  • Keith Davis
    Keith Davis Quicken Windows Subscription Member ✭✭✭

    I'm not sure. I'll try recreating it.

  • Keith Davis
    Keith Davis Quicken Windows Subscription Member ✭✭✭

    That seems to have fixed it. Thanks.

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