larryhe
Level 2

Banking

Thanks Heide DC! Thanks so much for your assistance!

I had not thought about browser cache, but I checked on another browser - same situation.

Attaching a few screen shots, highlighted areas.

1/ Register view showing transactions starting 1/1/2020, with 1765 records.

Register view - All.png

 

2/ Account "Categories" view with 0 For Review and 0 Excluded, starting 5/4/2020 (not 1/1/2020) and showing only 1645 records (not 1765). P.S. EVERY transaction is Cleared and/or Reconciled, including those starting 1/1/2020 so that's should not be the issue.

I simply cannot get 1/1/2020 through 5/3/2020 to show up. Perplexed here.

Account view - Categorized2.png

 

3/ Account QuickReport shows transactions starting 1/1/2020.

And I verified that Reports for Profit & Loss by month for 2020 has ALL the correct transactions, so the reporting must be based on the Register entries.

Account Report - All dates.png

 

A/ As for not being able to edit some fields, some transactions were incorrectly entered as an Expense that were supposed to be Credit Card Pmts.

CC Transactions mistaken as an expense.png

 

B/ And I cannot EDIT the transaction type to reclassify it as a CC Pmt instead of an Expense. No matter how or where I edit the record, I can't change the transaction type.

So, do I need to re-enter these correctly and delete the incorrect Expense records?

Cannot chage Expense to CC Pmt.png

 

Many thanks for your help!!  Cheers, Larry