Quicken 2006 new problem: stupid categories

If you click on Citibank Visa does it break it down more for you?

snipped-for-privacy@panix.com (David Arnstein) wrote in news:dd3m75$1f9$1 @reader2.panix.com:

Stange, that makes reports pretty much useless.

First, David, thanks for your reporting on the new product, especially your post on QIF/QFX/OFX. Seems like everyone else in the group who has reported on 2006 has liked it so far. Will be interesting to see what they have to say as more people start responding to your posts (I'm guessing the responses will be slow over the weekend and reach critical mass about mid-morning on Monday). That report thing sounds so stupid that I'm wondering if you're misreading something or clicked some kind of option that made it report that way. Just a guess. I could be wrong; Intuit's done other stupid things before (cf: QIF/QFX/OFX).

I am really hoping that this is all my fault. It would make me really happy if someone would explain to me how I am misusing Quicken. Then I can correct my mistakes and just use the program.

Don't know if this will help or not. I was looking in my Q2005 program and saw that if you customize a report you get a tabbed screen with the following tabs: Display, Accounts, Categories, Category Groups, Advanced.

If you click on "Categories" you'll see a list of your categories, with checkboxes next to each one. If you go to the end of the list you'll see the accounts are included in that list. I wonder if you uncheck them, will that fix your problem? I realize much may have changed in 2006, so maybe this is not the solution to your problem. If not, I'm sure a 2006 user will probably come up with a solution in the next couple of days.

Those "categories" are not new; they have been in every version of Quicken that I know of: they represent "transfers". It is possible that Q2006 has a different default preference for displaying those categories than previous versions; it's even possible that one or two reports in Q2006 permit transfers to be listed which did not permit that in previous versions. It's hardly worth anyone's hate. The simplest way to remove all transfer transactions from a report is to "Exclude all" Transfers on the Advanced tab in the Customize dialog.

Maybe this is how they do accounting in India? ;-)

I have upgraded to Quicken Premium 2006 and do not observe this behavior. "Citibank VISA" is not a category, it's an account, and it sounds like your reports are showing transfers. You can customize reports not to show this info, though I don't see how simply upgrading from Q2005 to Q2006 would have turned this "feature" on.

Regards,

Margaret

Thanks for the help everyone. As far as I can tell, I can get the behavior I want by modifying each report so as to exclude all transfers. This is really a small bit of work on my part. This is the closest thing to a problem that I had while upgrading 2005 -> 2006. So I am very pleased with this upgrade.