Exporting transactions from reports is missing the parent category for splits (edited)

UPDATE: This message was originally posted in a thread entitled "Report export no longer showing categories" and it refers to what is happening when a Report is downloaded as a CSV. The problems with exporting Transactions from a Transaction Activity register are different. I describe those in my post below.

I'm seeing the same problem. Main categories are still missing on split transactions. Only the subcategory is included in the CSV download.

Also, the alert for this issue (see link to alert in @Coach Jon's message below) isn't available for bookmarking anymore. Clicking on the link for the alert in Coach Jon's message returns a "Permission Problem" page.

When I download transactions from a Transaction Activity register, split transactions do not show any category at all. They just have "—-Split—-" in the Category column. Like this:

@Coach Jon

What you see in the CSV files depends on where you are exporting from. Unfortunately, you don't say what you did to get the result you posted.

Here's what I get when I look at the same transaction exported as CSV from different parts of QBP. (All images are of the same transaction, which has one income split and one expense split.)

Transaction Activity list export: The transaction shows no categories at all, just the word "Split"

The above transaction is actually split into two categories, but neither shows up in the CSV export.

Income Report export: The income split shows up with the subcategory only, not the main category

The subcategory shown in the above image, "… Income," is a subcategory of "Personal Income."

Spending Report export: The expense split shows up with the subcategory only, not the main category

The subcategory shown in the above image, "Federal Withholding Tax," is a subcategory of "Taxes."

So I'm not seeing what you are seeing. Maybe you are exporting from a different part of the program. Can you tell me how you got the exported file that you showed? That way I can check to see if it works the same for me.

@Coach Jon

The results I posted were from exporting from Transaction Activity for an account. If you are just receiving the word Split in place of the actual splits, then it is indeed different from what I am seeing.

I'd like to figure out why we are seeing different things.

My current results look just like @PK Millen's for report exports. I don't know what PK Millen sees when exporting from Transaction Activity. FWIW, my Transaction Activity CSV files that I exported 4 months ago do look like what you posted. (My current version is 4.73.0, Early Access ON)

As I mentioned above, I am using QBP. Are you using QBP or QS? Could that be a difference?

(BTW, I get the same result whether I export from a single account's transaction activity list or from one of the higher level, combined lists — like "Banking." So that's not the difference.)

@Coach Jon — Good questions, but…

A different browser gives the same result.

I signed in on a different web browser (Edge instead of Chrome) and got the same result as before when exporting a CSV from an account's Transaction Activity list. What browser are you using?

The software is correctly interpreting the CSV file.

Here's how the relevant portion looks when I open the CSV file with Excel:

And here's how the raw CSV file looks when opened in a text editor:

"Aug 28, 2025",,XXXXXXXX Deposit,PERSONAL,"'--- Split ---",yes,,no,yes, XXXX.XX

As you can see, Excel's presentation of the contents of the CSV is correct.

Some questions:

1— I said earlier that I was using QBP version 4.73.0 with Early Access - ON. Are you doing the same?

2— Can you post the relevant portion of the raw CSV file that resulted in the image you shared earlier? I suspect that the difference in your file and mine is not the kind of thing that a browser or Excel could be responsible for. It seems much to intentional.

Hi @Coach Jon

I informed Quicken Kirby of the issue with CSV exports from transaction activity registers (see link below).

I was not certain who should be pursuing the issue with CSVs from reports. I mentioned it to him, but it really doesn't seem related to the new transaction register. So I assume you will be following up on the report issue.

@Coach Jon

I'm glad to hear that the issue with CSV reports exported from transaction registers is confirmed.

At this juncture, we will await a response from @PK Millen to proceed with troubleshooting the issue they originally posted about .

But just so my post confirming the other issue doesn't get lost, I reiterate that I see the same issue as @PK Millen when exporting CSV files from reports… i.e., for split transactions the CSV file contains the subcategory but not the main category. See my earlier post:

I will be on the road for a few days and may not be able to timely respond, so I wanted to make sure this was in the mix.