I needed medical expenses for the last 12 months to help evaluate what kind of medical insurance to buy. I expected results by running the Itemized Payees report, limiting categories to "Medical". I used the itemized version of the report to check that I was getting all transactions, not adding erroneous ones.
The report seemed to get all "regular" expenses, where I had to write a check, but missed out on
- my monthly pension check, which was split and had a Medical transaction for my retirees payment for employers provided insurance
- My monthly social security check, also split and had for every month a payment for Medicare insurance premium.
Why wouldn't it pick these up as well? The only restriction in customizing was on Category, not on Payee or Account or anything else.