Unknown/NA tags previously removed still show in reports and transaction activity (edited)

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Comments

  • Max1223
    Max1223 Member ✭✭✭✭

    @UrsulaA ok thanks, that's not great as from the Transactions list, you can't specify date ranges, unless I'm missing something.

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭

    It is more convoluted to specify date ranges in the transaction list. I use the "Transaction Activity Showing Transactions since" selector (example since 2024) and then use <10/31/2024 in the search box. That results in transactions for 2024 through October month end. If I want only transactions for October, then I use >10/01/2024 with since 2024. In the resulting download, I delete the transactions I do not need, for example November transactions.

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

  • Max1223
    Max1223 Member ✭✭✭✭

    @UrsulaA thanks for the tip. I didnt know you can use dates with less/more than in the search box. So I can set Since 2024 the add <12/31/24 when I do a search next year to get results from last year. Kind of wish QS would just fix the bug!

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭

    Yes, you are correct. I download transactions to Excel each month so I use >mm/01/yyyy in the search box.

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

  • SRC54
    SRC54 Member ✭✭✭✭
    edited November 27

    @UrsulaA Wow, you imported since 2014? I went back to Jan 2021 when I started in November 2021, and that was heck! You are a braver man than I, Gunga Din. 😀

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭

    Thanks, I like seeing the reports and spending trends in one place. It took me hours to import and I am not willing to spend more time cleaning NA tags. This issue started a few months ago when the split display was updated in the reports area.

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭
    edited December 2

    Any update on this bug? If someone wants to export transactions from the report page, the various NA clutter the CSV output.

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @UrsulaA, as soon as we have any news to share, we'll be sure to post back here to let you know. There is no update at this time.

    Thank you for your continued patience!

    -Coach Natalie

    -Coach Natalie