Quicken reports can be as simple or complicated depending upon the nature of the data and sometimes can produce unexpected results. What exactly happens when your Quicken reports are not working? Firstly you need to understand that reports are basically made from the various data that you put into your Quicken database such as files, your account details, payee and categories and also all data regarding your transactions. Quicken reports are customizable in order for you to see the data displayed in a manner that you prefer. You can also save a version of the instant report without having to repeat the customization process.
Now the save and customize options available in Quicken can design your reports and sometimes create the issue of creating the report in a way you did not expect. If your files are updated through different product versions for a long time, the features get changed and the code on which your reports relied on doesn’t exist anymore. When your saved report gives you trouble, the best possible thing to do is to find out what your standard Quicken report shows for other things such as banking, investment, expenditure etc. And you need to do it without any prior customizing. If it shows the data available, then you can start adding your own settings for customization.
What to do when Quicken report option or tab doesn’t show the expected data?
- Firstly, select the date range, account details, categories etc. from which you want your data. Use current year to date for your standard default settings. But if you are missing out on certain transactions then you can include all dates.
- Verify that the report you selected is apt for the related account and the data is as you expected it to be.
- Also, make sure that the Quicken file is not facing any quality issues regarding data. Quicken windows files can validate and repair the data as well. So you can use that to find the problem with the data.
In case the report shows expected data but some parts are missing, then make sure that the date the range consists of those dates as well which are associated with the transactions that are missing.
Also, verify if the missing transactions are o similar theme so that you can categorize the problem and find out if there is an issue with the payee or date or any other category. if you have more information related to quicken then call us Quicken Technical Support Number.