Transaction Activity Report bug ?

neon45

I ran a Transaction Activity report on my Checking account for a quick check to get a total of how much we're spending for Credit Cards and bills that are paid by check.

1. Used Categories .. all's fine.
2. Used Payee.. all's fine.
3. Combined Categories and Payee and a blank page with Zero $0.00 comes up.

"No transactions found"

"Try resetting filters or extending the date range"

So we can't add up Payee expenses and categories on one search?

I ran a "Report" and the same thing; I can't combine Payee's and Categories to get a total. Is this an unplanned Design Feature or a Bug?

Coach Kristina

Hello @neon45,

To assist with this issue, please provide more information. Where in Quicken Simplifi are you viewing transaction activity? If you're viewing it in a report, which report is the transaction activity listed in?

When I was trying to replicate what you described, the only way I could do it was by setting the filters for Payees and Categories that didn't match up with those payees (for instance, filtering for the State Farm payee and any transactions in the Entertainment category). Is that what you're trying to do, create a report that shows all transactions with "X" payee or "Z" category? If that is not what you're trying to do, could you please provide more details about what filters you're selecting and the transactions that should reflect, but aren't (screenshots would also help, making sure to redact any personal information)?

I look forward to your reply!

neon45

Using ONLY the Transaction Activity log for my checking account. I searched under Payees for my credit card payments and they appeared to all come up fine.

Then I threw in Birthdays, under categories and the report went to Zero.

I have a Payee listed as "Check #xxxx "recipient's name" and categorized at Birthday.

When I combine the 2, on / in the Activity page, it comes back with Zero.

So it's sounding like we can not combine a search on Categories and Payee's at the same time?

Using Reports seems to be the same. We can not combine the categories and payee's in 1 report. As in, selecting Discover credit card Payee and American Express in Categories.

Is there a way I haven't seen to save a report by name and it's parameters?

Thanks….

I ran a Spending report.

Coach Natalie

@neon45, thanks for the reply!

It doesn't look like the 'Search transactions' box in Transaction Activity allows multiple parameters to be used. Instead, I'd suggest using the filter options just to the right of the 'Search transactions' box to filter the register to just the Payee and Category you're looking for.

Let us know how this works for you!

-Coach Natalie

neon45

Ok… I'll get my pencil and paper out and add up the totals of multiple filters. 🤔

Any input about my last question? "Is there a way I haven't seen to save a report by name and it's parameters?"

That would sure be helpful if you perform this search on a regular basis so you can save time and not miss a parameter from time to time.

Coach Natalie

@neon45, thanks for the reply!

I'm not sure why you'd need to use a pencil and paper — if you're in a Report and use the filters, you will be given the total for those transactions. If you are instead filtering the account register, once filtered, you will see a total at the top for the transactions that are found with those filters.

My apologies for missing your last question! Although Quicken Simplifi doesn't currently offer Saved Reports, we have an existing Idea post requesting this ability:

https://community.simplifimoney.com/discussion/87/saved-reports-edited-13-merged-votes

We also have an Idea post for the ability to save filters:

https://community.simplifimoney.com/discussion/975/saved-filters-in-reports-and-registers-edited-2-merged-vote

I hope this helps!

-Coach Natalie

neon45

Hi Coach… Sorry for being tardy. Got tired of fighting this.

"Instead, I'd suggest using the filter options just to the right of the 'Search transactions' box to filter the register to just the Payee and
Category you're looking for."

Nope.. that doesn't work either. So I'm back to my pencil and pad. One search for payee's and one for categories, which you have to reinvent every time u want to see this number :( And, you have to Mickey Mouse around to get a date range… so sad. The feature last updated in July 2022 with 154 up votes!

Next… the Report. The report has it's own weird idiosyncrasies.

1. Select my Checking "account"
2. Select Credit Card #1 & 2 in the Category since it's payed thru the checking account.
3. Select Income and it shows up.
4. Select Spending and it goes report goes to Zero.
5. Drop all Categories and just keep the Checking account.
6. All is well, except, Checking account does Not show the payments to my credit cards which are Categorized the same as Health Insurance, etc. The Credit Cards are not accounted for in Spending or Net Income. Any clues?

And the Investments remain a nightmare.

Thanks..

Coach Natalie

@neon45, thanks for the reply!

In order to help with the Report issue, we need more info:

1. What type of Report are you running?
2. What Filter options are being used for the Report?
3. Are you using the Web App or the Mobile App?

As for Transfers (which includes Credit Card Payments) being excluded from Reports, this is by design. Our support article here states: "Transactions with a 'Transfer' Category, including "Credit Card Payment", will always be excluded from Reports, even if you select to include it. Please see here for more details on using Transfers in Quicken Simplifi."

If you'd like to vote on the ability to include Transfers in Reports, you may do so here:

https://community.simplifimoney.com/discussion/4769/ability-to-include-transfers-in-reports-edited

-Coach Natalie