I am using Quicken for Mac 2017 Version 4.4.1 (Build 44.15072.100) on a MacBook Pro running OSX El Capitan Version 10.11.6 (15G1212). I have one account (so far it only seems to be one account), a credit card account, whose transactions sometimes do not appear in a Category Summary Report. If I enter the transaction manually, then download and let Quicken match them, they appear in a report. If they are not entered manually, but just downloaded from the credit card company, most often, they do not appear in a report. If I edit them, they still don't appear in a report. However, If I duplicate them they immediately appear in a report. I would like to know how to fix this.

If I have to manually comb through my reports to locate missing entries, duplicate them and then delete the errant downloaded entries, then How is this software saving me any time or work? I thought that was why you purchased software, to save time and minimize errors. I have way too many missing items in the report to justify taking the time to identify and fix them all, and more errors than likely would occur if I just used a paper journal. I think the solution to this is not that I create extra work for myself to make up for the inadequacies of Quicken, but that Intuit FIX THE PROGRAM!

I just checked the new version, and this problem is in all accounts, not just one (looking at January 2017 is pretty easy). Downloaded transactions are not showing up in Category Summary Reports. Downloaded and matched transactions, to those I manually entered, do show up.

My quick shot checking balance does not match the register balance. My account balance when I look at the chart of accounts and when it shows on the home quick shot page does not match what is in the register. Quicken 2019 for Windows imports data from Quicken for Windows 2010 or newer, Microsoft Money 2008 and 2009 (for Deluxe and higher). Quicken 2019 for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity.

Again I tried editing the transaction, and changing the expense categories to something else, with no result. The fix to get them to show up in the report still is to duplicate them. Doesn't make sense!

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From reading the activity and threads here, I know that some people do not manually enter their transactions, just wait for them to be downloaded from the bank, and then assign expense categories. This is a terrible problem as you cannot track your expenditures or budget if nothing is showing up in reports. I hope a quick fix is in the queue. Gnome09 just posted some new information--that this was specific to payees. Good find! I just tested this on a transaction that wasn't showing up in the Category Summary Report, and found that if I change the payee from what was downloaded, the transaction appears in the report. If I then change it back to what was downloaded, it remains in the report.

But, I have one transaction where I can change the payee and have it appear in the report, but when I change it back to the original payee it disappears again. I also discovered that for this transaction/payee, duplicating the transaction doesn't fix the problem, so the workaround we developed is questionable.