http://m.getsatisfaction.com/topics/7727453 Quicken Premier 2018 Itemized Categories report for Investment Accounts. Post R8.8 2018-05-19T15:16:51Z 2018-04-27T16:39:08Z 7727453 http://m.getsatisfaction.com/topics/7727453 7727453 Quicken Premier 2018 Itemized Categories report for Investment Accounts. Post R8.8 2018-05-19T15:16:51Z 2018-04-27T16:39:08Z NothingSpecial http://m.getsatisfaction.com/people/9643476 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11266957/photo_medium.jpg ed_herald All -&nbsp;<br /><br />Long time quicken user.&nbsp; After updating to R8.8 a couple of days ago, I noticed that I no longer have the ability to view transactions from my investment accounts by categories. That is, if I make a deposit directly into my investment account, categorizing the deposit as income, or perhaps categorize a withdraw as an expense, etc. such transactions are no longer captured within the standard Itemized Categories report included in Quicken.<br /><br />Initially, I figured it was just filters, etc.&nbsp; However this is not the case.&nbsp; So I checked the issue on another quicken file I maintain - same issue.&nbsp; So I then created a new quicken file, adding an investment account to it. Entered some dummy transactions that I categorized.&nbsp; No luck.&nbsp; Same issue.<br /><br />So I called Quicken support, and they informed me, right or wrong, that with the recent release, they fixed a long time issue with the investment account cash account and I will no longer be able to review transactions that are categorized within my investment accounts via the Itemized Categories report. Honestly, this is one of the best features of Quicken.&nbsp; One can track, manage, maintain, and report on transaction account accounts, regardless of whether it is a cash account, checking, investment account, etc.&nbsp; Without this, reporting capabilities, in my view, Quicken takes a step back.<br /><br />Please tell me there is a plan to fix this issue!&nbsp; From a programming (and accounting perspective) one would think it would be rather simply to fix this so one has the ability to view transactions categorized within investment account in the Itemized Categories again! problem pending 32 14 4 comment http://m.getsatisfaction.com/topics/7727453/replies/19489872 http://m.getsatisfaction.com/topics/7727453 19489872 Tom Young responded to "Quicken Premier 2018 Itemized Categories report for Investment Accounts. Post R8.8" 2018-04-27T19:14:35Z 2018-04-27T19:14:35Z Tom Young http://m.getsatisfaction.com/people/2733890 https://www.gravatar.com/avatar/2f7d7b618c13a56c7c6106bc1d993b75?d=identicon&s=55&r=PG tom_young_2448816 I may not be following along properly with what you are saying.<br /><br />I just made a test deposit of $100 into my brokerage Account, coding it to an income Category and Reports &gt; Spending &gt; Income and Expense by Category report picked up that item.<br /><br />I don't understand the reference to "a long time issue with the investment account cash account..." 0 http://m.getsatisfaction.com/topics/7727453/replies/19489934 http://m.getsatisfaction.com/topics/7727453 19489934 NothingSpecial responded to "Quicken Premier 2018 Itemized Categories report for Investment Accounts. Post R8.8" 2018-04-27T19:36:25Z 2018-04-27T19:36:25Z NothingSpecial http://m.getsatisfaction.com/people/9643476 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11266957/photo_medium.jpg ed_herald And you are using R8.8?<br /><br />My references to&nbsp;"a long time issue with the investment account cash account..." was what the representative from the Quicken phone support communicated to me.&nbsp; Honestly I did not understand either but effectively she said that there was some type of reporting issue in the past with cash in investment accounts, and with the recent release (R8.8) they fixed such issue.&nbsp;&nbsp;<br /><br />If indeed you are using the same release as me (2018 Quicken Premier R8.8) and it worked for you, perhaps what suppose communicated is not appropriate.<br /><br />Have you ever seen this issues?&nbsp; Tried rebuilding all investment accounts, validating and repairing....&nbsp; Everything I can think of.&nbsp; Seems odd that it started when I updated to R8.8.&nbsp; Any thoughts you may have are appreciated.&nbsp; 0 http://m.getsatisfaction.com/topics/7727453/replies/19489939 http://m.getsatisfaction.com/topics/7727453 19489939 Quicken Sarah responded to "Quicken Premier 2018 Itemized Categories report for Investment Accounts. Post R8.8" 2018-04-27T19:37:49Z 2018-04-27T19:37:49Z Quicken Sarah http://m.getsatisfaction.com/people/8594221 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11179917/QIcon_medium.PNG sarah_sturdevant Hello NothingSpecial,<br /><br />I apologize for any confusion caused.&nbsp; I took the liberty of reviewing your contact with Support and the recent release notes for Quicken for Windows 2018; the information provided about this being a long standing issue that was recently fixed isn't quite accurate.<br /><br />The specific bug the Agent was referring to is when creating an Investment transaction report (Investing &gt; Reports &gt; Investment Transactions) and selecting to exclude cash actions, the cash transactions were still appearing in the report.&nbsp;<br /><br />However, that does not seem to be the issue you are experiencing.&nbsp; If I'm understanding correctly, when you are running a Spending report by category (itemized categories, spending by category) any cash transaction, such as a deposit, is&nbsp;<u>not</u> appearing on the report - is that correct?<br /><br />If so, I am also duplicating this behavior in my Quicken for Windows 2018 which does seem to be a bug that I'll be investigating further.&nbsp; However, running a Income and Expense by Category report does show the cash transactions as confirmed by @Tom Young.<br /><br />If you run the Income and Expense by Category report - do your cash transactions show then?<br /><br />Please let me know and again I apologize for any frustration or confusion caused.<br /><br />Thank you,<br /><br />Sarah 1 http://m.getsatisfaction.com/topics/7727453/replies/19489973 http://m.getsatisfaction.com/topics/7727453/replies/19489934 19489973 Tom Young responded to "Quicken Premier 2018 Itemized Categories report for Investment Accounts. Post R8.8" 2018-04-27T19:57:23Z 2018-04-27T19:57:23Z Tom Young http://m.getsatisfaction.com/people/2733890 https://www.gravatar.com/avatar/2f7d7b618c13a56c7c6106bc1d993b75?d=identicon&s=55&r=PG tom_young_2448816 Yes, same version: R8.8.<br /><br />Reports &gt; Spending &gt; Income and Expense by Category report picked up the entry but Reports &gt; Spending &gt; Itemized Categories did not. 0 http://m.getsatisfaction.com/topics/7727453/replies/19489987 http://m.getsatisfaction.com/topics/7727453/replies/19489934 19489987 NothingSpecial responded to "Quicken Premier 2018 Itemized Categories report for Investment Accounts. Post R8.8" 2018-04-27T20:07:23Z 2018-04-27T20:07:23Z NothingSpecial http://m.getsatisfaction.com/people/9643476 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11266957/photo_medium.jpg ed_herald Looks like you are having the same issue issue then.&nbsp; Sorry if I was not clear.&nbsp;&nbsp;<br /><br />Reports &gt; Spending &gt; Income and Expense by Category report picks up the entries, but&nbsp;Reports &gt; Spending &gt; Itemized Categories do not.<br /><br />However&nbsp;Reports &gt; Spending &gt; Itemized Categories have historically always picked up the entries until I updated to R8.8. 0 http://m.getsatisfaction.com/topics/7727453/replies/19489991 http://m.getsatisfaction.com/topics/7727453/replies/19489939 19489991 NothingSpecial responded to "Quicken Premier 2018 Itemized Categories report for Investment Accounts. Post R8.8" 2018-04-27T20:09:58Z 2018-04-27T20:09:58Z NothingSpecial http://m.getsatisfaction.com/people/9643476 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11266957/photo_medium.jpg ed_herald You are correct!<br /><br />Reports &gt; Spending &gt; Income and Expense by Category report picks up the all entries entered through investment accounts, but&nbsp;Reports &gt; Spending &gt; Itemized Categories do not.<br /><br />If it is it is a bug in the code, totally understand, no biggie, as I am sure it will be addressed w/ the next release, but the rep informed me that this was the new normal (my words, not her's). 0 http://m.getsatisfaction.com/topics/7727453/replies/19490089 http://m.getsatisfaction.com/topics/7727453/replies/19489939 19490089 Quicken Sarah responded to "Quicken Premier 2018 Itemized Categories report for Investment Accounts. Post R8.8" 2018-04-27T20:53:21Z 2018-04-27T20:53:21Z Quicken Sarah http://m.getsatisfaction.com/people/8594221 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11179917/QIcon_medium.PNG sarah_sturdevant Hello NothingSpecial,<br /><br />I appreciate you confirming that the Income and Expense by Category report does show the cash transactions as expected, however, those transactions not appearing in the other Spending reports is definitely a bug that I have opened a ticket with Development on.<br /><br />I can't guarantee that the fix for this bug will be available in the next release, unfortunately most of the items for the next Development Sprint are already a work in progress but it will be as soon as possible.&nbsp; Once I receive an update or more information from Development, I'll be back to share.<br /><br />In the meantime, if you have any further questions or concerns on this, please let me know.<br /><br />Thank you!<br /><br />Sarah 3 http://m.getsatisfaction.com/topics/7727453/replies/19490134 http://m.getsatisfaction.com/topics/7727453/replies/19489939 19490134 NothingSpecial responded to "Quicken Premier 2018 Itemized Categories report for Investment Accounts. Post R8.8" 2018-04-27T21:17:06Z 2018-04-27T21:17:06Z NothingSpecial http://m.getsatisfaction.com/people/9643476 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11266957/photo_medium.jpg ed_herald Thank you.&nbsp;&nbsp;<br /><br />Good to know and I appreciate the quick response.&nbsp; 1 http://m.getsatisfaction.com/topics/7727453/replies/19492232 http://m.getsatisfaction.com/topics/7727453 19492232 mshiggins responded to "Quicken Premier 2018 Itemized Categories report for Investment Accounts. Post R8.8" 2018-04-29T17:40:28Z 2018-04-29T17:40:28Z mshiggins http://m.getsatisfaction.com/people/2779851 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10875349/original_medium.PNG mshiggins From C. D. Bales: <br /><br /> I see something similar; but in my test file, the problem does not appear to affect all investment "Cash Transactions", only those entered after R8.8 was applied (though I have only a very small sample size, I do see a couple of investment Withdrawal expense transactions in the report). <br /><br /> [And if you were just interested in expenses, the Spending by Category report appears to have the same affliction.] <br /><br /> I believe you should be able to use the Banking > Transaction report, subtotaled by Category, as a substitute. 1 http://m.getsatisfaction.com/topics/7727453/replies/19510836 http://m.getsatisfaction.com/topics/7727453/replies/19489939 19510836 Peter Adland responded to "Quicken Premier 2018 Itemized Categories report for Investment Accounts. Post R8.8" 2018-05-08T23:33:22Z 2018-05-08T23:33:22Z Peter Adland http://m.getsatisfaction.com/people/9656256 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11271398//platform/profilepic/_medium. peter_adland I am having a similar problem.&nbsp; I have a debit card tied to an investment account.&nbsp; I use this debit card when I travel overseas.&nbsp; The transaction from a recently completed trip have all been properly categorized.&nbsp; But none of these transactions show up in an itemized category report.&nbsp; I am sure the account in question is included in the reports.&nbsp; This is very frustrating. 0 http://m.getsatisfaction.com/topics/7727453/replies/19510867 http://m.getsatisfaction.com/topics/7727453/replies/19489939 19510867 Tom Young responded to "Quicken Premier 2018 Itemized Categories report for Investment Accounts. Post R8.8" 2018-05-08T23:53:00Z 2018-05-08T23:53:00Z Tom Young http://m.getsatisfaction.com/people/2733890 https://www.gravatar.com/avatar/2f7d7b618c13a56c7c6106bc1d993b75?d=identicon&s=55&r=PG tom_young_2448816 It's a known problem, as explained above, and doesn't affect ALL reports, only some of them.&nbsp; In the meantime you'll simply have to use a different spending report - one that's properly picking up the amounts.&nbsp; This will be fixed eventually, I'd guess. 1 http://m.getsatisfaction.com/topics/7727453/replies/19512202 http://m.getsatisfaction.com/topics/7727453 19512202 Ron Lazof responded to "Quicken Premier 2018 Itemized Categories report for Investment Accounts. Post R8.8" 2018-05-09T16:58:31Z 2018-05-09T16:58:31Z Ron Lazof http://m.getsatisfaction.com/people/9657094 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11271661/photo_medium.jpg ron_lazof Same problem have contacted Q support they have promised and reprised to fix this "bug" so far no luck - just promises!!! 0 http://m.getsatisfaction.com/topics/7727453/replies/19515643 http://m.getsatisfaction.com/topics/7727453 19515643 James Cashin responded to "Quicken Premier 2018 Itemized Categories report for Investment Accounts. Post R8.8" 2018-05-10T23:03:37Z 2018-05-10T23:03:37Z James Cashin http://m.getsatisfaction.com/people/9658988 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11272287//platform/profilepic/_medium. james_cashin Thank you.&nbsp; I'm experiencing the same problem for both the&nbsp;Reports &gt; Spending &gt; Income and Expense by Category report and the Reports &gt; Spending &gt; Itemized Categories report.&nbsp;&nbsp;<br /><br />But as C.D. Bales shares, the "Banking &gt; Transaction report, subtotaled by Category" appears to work correctly.&nbsp; I have a lot of transactions, so I can't confirm they are all showing on the report, but it looks about right.<br /><br />Looking forward to Quicken fixing this issue.&nbsp; My transition to 2018 was not an "upgrade" so far.&nbsp;&nbsp; 0 http://m.getsatisfaction.com/topics/7727453/replies/19516911 http://m.getsatisfaction.com/topics/7727453 19516911 E.G. Lassiter responded to "Quicken Premier 2018 Itemized Categories report for Investment Accounts. Post R8.8" 2018-05-11T15:01:30Z 2018-05-11T15:01:30Z E.G. Lassiter http://m.getsatisfaction.com/people/9659813 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11272560/photo_medium.jpg eg_lassiter The loss of a report for spending by category or payee in investment accounts is a major deal for me.&nbsp; I have one file, with only one account (Schwab account for a family foundation), and I can no longer run a report of grants or expenses to give to my accountant.&nbsp; I last ran the report on April 16, and that ability was taken away by R8.8!!!&nbsp;<br /><br />I talked with Quicken by Webchat and live phone call on May 1 (Quicken file #01772404), but those folks didn't have a clue as to the issue. 0 http://m.getsatisfaction.com/topics/7727453/replies/19521465 http://m.getsatisfaction.com/topics/7727453 19521465 Dixon responded to "Quicken Premier 2018 Itemized Categories report for Investment Accounts. Post R8.8" 2018-05-14T16:07:21Z 2018-05-14T16:07:21Z Dixon http://m.getsatisfaction.com/people/9662586 https://www.gravatar.com/avatar/4ee11cc62c2e88080d7ab6e4ac831e91?d=identicon&s=55&r=PG dixon_8ekg5ulgou7hk I'm having a similar issue with Itemized Categories report where an "Interest Income" Category is being used as an offset to interest income received but then shared with someone else. &nbsp;Let's call this Category the "Offset Category." &nbsp;This Offset Category always carries a negative balance. &nbsp;I have been using the Offset Account for more than ten years and it always used to show up in the itemized categories report. &nbsp;Now it does not show. &nbsp;In fact, if I filter the report to only ask for a report on that Category (and select earliest to date or any other period), I get the message that says, "Quicken cannot find any transactions that match the current date and customization settings. &nbsp;Try selecting another date range, or click Customize to modify the selected, accounts, categories, tags, and so on." &nbsp;I have checked and rechecked all of the report settings and I checked the register and there are 699 transactions in the Offset Category. &nbsp;Doesn't seem to make much sense. 0 http://m.getsatisfaction.com/topics/7727453/replies/19525026 http://m.getsatisfaction.com/topics/7727453/replies/19516911 19525026 James Cashin responded to "Quicken Premier 2018 Itemized Categories report for Investment Accounts. Post R8.8" 2018-05-16T01:10:45Z 2018-05-16T01:10:45Z James Cashin http://m.getsatisfaction.com/people/9658988 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11272287//platform/profilepic/_medium. james_cashin Have you tried&nbsp;"Banking &gt; Transaction report, then subtotaling this report by Category"?&nbsp; It appears to work correctly--but I haven't had time to validate.&nbsp;&nbsp; 0 http://m.getsatisfaction.com/topics/7727453/replies/19525027 http://m.getsatisfaction.com/topics/7727453/replies/19521465 19525027 James Cashin responded to "Quicken Premier 2018 Itemized Categories report for Investment Accounts. Post R8.8" 2018-05-16T01:10:57Z 2018-05-16T01:10:57Z James Cashin http://m.getsatisfaction.com/people/9658988 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11272287//platform/profilepic/_medium. james_cashin Have you tried&nbsp;"Banking &gt; Transaction report, then subtotaling this report by Category"?&nbsp; It appears to work correctly--but I haven't had time to validate.&nbsp; 0 http://m.getsatisfaction.com/topics/7727453/replies/19525362 http://m.getsatisfaction.com/topics/7727453/replies/19516911 19525362 E.G. Lassiter responded to "Quicken Premier 2018 Itemized Categories report for Investment Accounts. Post R8.8" 2018-05-16T06:21:36Z 2018-05-16T06:21:36Z E.G. Lassiter http://m.getsatisfaction.com/people/9659813 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11272560/photo_medium.jpg eg_lassiter I need a report that provides detailed transactions, not just a total or subtotal. 0 http://m.getsatisfaction.com/topics/7727453/replies/19525765 http://m.getsatisfaction.com/topics/7727453/replies/19521465 19525765 Ron Lazof responded to "Quicken Premier 2018 Itemized Categories report for Investment Accounts. Post R8.8" 2018-05-16T12:32:31Z 2018-05-16T12:32:31Z Ron Lazof http://m.getsatisfaction.com/people/9657094 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11271661/photo_medium.jpg ron_lazof I have it and it does 0 http://m.getsatisfaction.com/topics/7727453/replies/19525801 http://m.getsatisfaction.com/topics/7727453/replies/19521465 19525801 Ron Lazof responded to "Quicken Premier 2018 Itemized Categories report for Investment Accounts. Post R8.8" 2018-05-16T12:48:35Z 2018-05-16T12:48:35Z Ron Lazof http://m.getsatisfaction.com/people/9657094 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11271661/photo_medium.jpg ron_lazof yes me also and the procedure I outlined works for me 0 http://m.getsatisfaction.com/topics/7727453/replies/19525937 http://m.getsatisfaction.com/topics/7727453 19525937 Dixon responded to "Quicken Premier 2018 Itemized Categories report for Investment Accounts. Post R8.8" 2018-05-16T13:54:25Z 2018-05-16T13:54:25Z Dixon http://m.getsatisfaction.com/people/9662586 https://www.gravatar.com/avatar/4ee11cc62c2e88080d7ab6e4ac831e91?d=identicon&s=55&r=PG dixon_8ekg5ulgou7hk Sorry, but I'm a little confused. &nbsp;You are referring to the Banking standard report for transactions, correct? &nbsp;When I select that, the only subtotal options I get are based on time periods. &nbsp;However, using that same report but only searching for the "Offset Category" does at least provide a listing by date of this year's transactions (or whatever time range I select). &nbsp;<br /><br />I really appreciate the work-around. &nbsp;Saving me lots of time. &nbsp;I hope they can fix this in some near future update. 0 http://m.getsatisfaction.com/topics/7727453/replies/19525941 http://m.getsatisfaction.com/topics/7727453/replies/19521465 19525941 Dixon responded to "Quicken Premier 2018 Itemized Categories report for Investment Accounts. Post R8.8" 2018-05-16T13:55:04Z 2018-05-16T13:55:04Z Dixon http://m.getsatisfaction.com/people/9662586 https://www.gravatar.com/avatar/4ee11cc62c2e88080d7ab6e4ac831e91?d=identicon&s=55&r=PG dixon_8ekg5ulgou7hk See my comment immediately below. &nbsp;(Should have commented instead of replying.). Oops. 0 http://m.getsatisfaction.com/topics/7727453/replies/19525952 http://m.getsatisfaction.com/topics/7727453/replies/19525937 19525952 Dixon responded to "Quicken Premier 2018 Itemized Categories report for Investment Accounts. Post R8.8" 2018-05-16T13:58:41Z 2018-05-16T13:58:41Z Dixon http://m.getsatisfaction.com/people/9662586 https://www.gravatar.com/avatar/4ee11cc62c2e88080d7ab6e4ac831e91?d=identicon&s=55&r=PG dixon_8ekg5ulgou7hk Oh, wait. &nbsp;Once the report opens, I can select "Category" for subtotals. 0 http://m.getsatisfaction.com/topics/7727453/replies/19525993 http://m.getsatisfaction.com/topics/7727453/replies/19525937 19525993 Dixon responded to "Quicken Premier 2018 Itemized Categories report for Investment Accounts. Post R8.8" 2018-05-16T14:13:58Z 2018-05-16T14:13:58Z Dixon http://m.getsatisfaction.com/people/9662586 https://www.gravatar.com/avatar/4ee11cc62c2e88080d7ab6e4ac831e91?d=identicon&s=55&r=PG dixon_8ekg5ulgou7hk I believe I now see that my problem is the same as everyone else's. &nbsp;The missing transactions that I thought might be because every entry in the Category was negative in an Income Category is actually due to the transactions coming through an investment account. &nbsp;All amounts showing in the Bank Transactions report but not in the Itemized Categories report appear to be transactions arising in investment accounts that are charged to Categories other than the "automatic" categories, such as _DivInc, _IntInc, and _IntIncTaxFree. 0 http://m.getsatisfaction.com/topics/7727453/replies/19526198 http://m.getsatisfaction.com/topics/7727453 19526198 TMac responded to "Quicken Premier 2018 Itemized Categories report for Investment Accounts. Post R8.8" 2018-05-16T15:35:32Z 2018-05-16T15:35:32Z TMac http://m.getsatisfaction.com/people/8508663 https://www.gravatar.com/avatar/d634c967f9a6a12e0e13fffa6aabfbf2?d=identicon&s=55&r=PG tommcl1 I'm experiencing similar issues with the Itemized Categories Report after upgrading to Premier 2018 (r8.8) from Premier 2015 - the Itemized Categories report excludes investment transactions with&nbsp;<u>expense</u>&nbsp;categories from investment accounts. It included them in the Premier 2015 version of the report. The new r8.8 report still seems to include&nbsp; investment txns with <u>income</u> categories. Some brief testing revealed the following reporting results in 2018 Premier r8.8<br /><br />The following reports all seem to continue to include all transactions/categories from investment accounts, assuming the report is customized to include investment accounts:<br />&nbsp; &nbsp;&gt; Banking - Cash Flow<br />&nbsp; &nbsp;&gt; Banking - Transaction<br />&nbsp; &nbsp;&gt; Spending - Income/Expense by Category<br /><br /><br />However, the following reports appear to exclude some or all categorized transactions from investment accounts in 2018 Premier r8.8:<br /><br />&nbsp; &nbsp;&gt; Itemized Categories - includes txns from income categories in investment accts, but excludes txns from expense categories in investment accts. I did confirm that report settings included investment accounts and that the data did contain txns with expense categories.&nbsp;<br /><br />&nbsp; &nbsp;&gt; Spending by Category - excludes all transactions from investment accounts, even if you select an investment account for inclusion and select all categories. This report includes both income &amp; expense categories for banking accts, assuming you select all categories for inclusion (default report only selects expense categories)<br /><br />&nbsp; &nbsp;&gt; Also noted that the "circle graphs" on the home tab for total spending, and on the spending tab also exclude investment acct expense transactions even if you select investment accts for inclusion. Investment acct expenses were previously able to be included in these graphs in 2015 Premier.<br /><br />A previous post seemed to say that only transactions entered in r8.8 were excluded, and transactions entered in historical versions were included. In my testing, investment transactions were excluded regardless of version/entry date. I have a large sample size of data going back 25+ years.<br /><br />I'd reinforce that the Itemized Category report and the summary "circle graphs" are frequently used, integral features for me and I'd like to see them restored to their full reporting scope (including all investment txns) ASAP.&nbsp; There are workarounds to use other reports as mentioned above, but the workarounds are awkward, lack the collapsible feature of the itemized categories report, and the summary graphs are now misleading as they aren't able to fully include all expenses.<br /><br />Thanks in advance for getting on this quickly!<br />&nbsp;&nbsp; 0 http://m.getsatisfaction.com/topics/7727453/replies/19526209 http://m.getsatisfaction.com/topics/7727453/replies/19492232 19526209 TMac responded to "Quicken Premier 2018 Itemized Categories report for Investment Accounts. Post R8.8" 2018-05-16T15:41:52Z 2018-05-16T15:41:52Z TMac http://m.getsatisfaction.com/people/8508663 https://www.gravatar.com/avatar/d634c967f9a6a12e0e13fffa6aabfbf2?d=identicon&s=55&r=PG tommcl1 See my post further down the thread, but I found that all txns with expense categories from investment accts were being excluded from the itemized categories report, regardless of version/entry date. The report does include&nbsp;txns with income categories from&nbsp; investment accts. My dataset is quite large and has transactions entered over many historical versions - all were excluded.&nbsp; 0 http://m.getsatisfaction.com/topics/7727453/replies/19526481 http://m.getsatisfaction.com/topics/7727453/replies/19526198 19526481 Dixon responded to "Quicken Premier 2018 Itemized Categories report for Investment Accounts. Post R8.8" 2018-05-16T17:18:20Z 2018-05-16T17:18:20Z Dixon http://m.getsatisfaction.com/people/9662586 https://www.gravatar.com/avatar/4ee11cc62c2e88080d7ab6e4ac831e91?d=identicon&s=55&r=PG dixon_8ekg5ulgou7hk Just one comment. &nbsp;While I generally agree with everything you say, I have an income category that serves as an offset to income I receive, partially on behalf of someone else. &nbsp;"Negative income" charged to that category doesn't appear in the Itemized Category report, even when you select only the account from where it arises and only that category. &nbsp;I think items that end up in categories that begin with an underscore (for example, "_DivInc") will make it through to the report. &nbsp;I think any other kind of income or expense charged or credited to any other type of category is not making into the report.&nbsp;<br /><br />And I agree--thanks for getting to this quickly! 0 http://m.getsatisfaction.com/topics/7727453/replies/19526613 http://m.getsatisfaction.com/topics/7727453/replies/19526198 19526613 TMac responded to "Quicken Premier 2018 Itemized Categories report for Investment Accounts. Post R8.8" 2018-05-16T18:10:40Z 2018-05-16T18:10:40Z TMac http://m.getsatisfaction.com/people/8508663 https://www.gravatar.com/avatar/d634c967f9a6a12e0e13fffa6aabfbf2?d=identicon&s=55&r=PG tommcl1 I agree with your clarification. In further testing, the only income categories from investment accounts that appear on the itemized categories report are just the "standard" investment categories (e.g. _DivInc). Investment txns that use custom created/non-standard income categories DO NOT appear on the itemized categories report. 0 http://m.getsatisfaction.com/topics/7727453/replies/19530716 http://m.getsatisfaction.com/topics/7727453 19530716 Dixon responded to "Quicken Premier 2018 Itemized Categories report for Investment Accounts. Post R8.8" 2018-05-18T14:02:49Z 2018-05-18T14:02:49Z Dixon http://m.getsatisfaction.com/people/9662586 https://www.gravatar.com/avatar/4ee11cc62c2e88080d7ab6e4ac831e91?d=identicon&s=55&r=PG dixon_8ekg5ulgou7hk I just checked this issue under R8.10 and it appears to still be a problem. 0 http://m.getsatisfaction.com/topics/7727453/replies/19531000 http://m.getsatisfaction.com/topics/7727453 19531000 Ron Lazof responded to "Quicken Premier 2018 Itemized Categories report for Investment Accounts. Post R8.8" 2018-05-18T16:04:40Z 2018-05-18T16:04:40Z Ron Lazof http://m.getsatisfaction.com/people/9657094 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11271661/photo_medium.jpg ron_lazof AGREE - the work around is to go to Banking - Transacttions - Catagories&nbsp; 0