Q2008 H&B - Toolbar and Class Based Reports Broken

I was mistaken about the tags not being set. The selected classes do appear as selected tags. But none of the Profit and Loss reports produce any results for recent years.

My Quicken file goes back over 10 years. If I run a Profit and Loss report from the earliest date subtotaled by year I see a little activity in some prior years but none in the last few. When I drill into the items that show up they all have a check mark next to them indicating they are attached to a line on a tax form. I have never used Quicken for tax reporting and never bothered to attach items to a tax schedule.

It appears that you can no longer simply select accounts, categories and classes (tags) to determine what goes into a profit and loss report. You have to map every item to a line on a tax form. Is there any way to turn this "feature" off? I need to generate Profit and Loss statements for my tax accountant for year-end and have neither the time nor the desire to map everything to a tax form -- that is what the tax accountant is for.

Stewart Berman wrote:

I posted this to Intuit and the response I got basically says they put in a "feature" that breaks all prior business reporting.

In order to have a category included in a Profit and Loss report you MUST give make it a business type. This means you cannot use the same category (i.e. Utilities) for both Home (personal) and Business transactions. You can only use it for one or the other.

I always thought that categories were types of th>I was mistaken about the tags not being set. The selected classes do