Fix incorrect numbers in a report or graph

If the numbers in your report or graph seem too high, too low, or don't match your expectations, they’re usually being affected by filters, exclusions, or data entry issues. This topic explains the most common causes and how to fix them using the Customize window.

Check the date range

The Date Range setting controls which transactions are included. An incorrect range is one of the most common causes of missing or inflated totals.

1. Open the report or graph.

2. At the top of the Customize window, use the Date Range drop-down to select the correct period.

3. Make sure the From and To dates align with what you want to analyze.

Review account selection

Some reports may not include all relevant accounts by default.

1. Go to the Accounts tab in the Customize window.

2. Make sure the correct accounts are selected.

3. If needed, check Hidden accounts and Separate accounts to include those.

Confirm category, payee, and tag filters

If filters are too narrow, your report might leave out important transactions.

• Categories tab:

  • Select Include transactions with any categories unless you want to restrict by category.

  • Review the category list and make sure relevant categories are selected.

  • If hidden categories are used in your data, check Show (hidden categories).

• Payees tab:

  • Select Include transactions with any or no payee unless you're targeting specific vendors.

  • If you filter by payee, confirm that all needed entries are checked.

• Tags tab:

  • Select Include transactions with any or no tags unless you're reporting by tag.

  • Check tag selections carefully and enable Show (hidden tags) if applicable.

Adjust the display settings

Formatting settings in the Display tab can affect how numbers are presented—but not which ones are included.

• Use Cents (no rounding) to display exact totals.

• Choose the appropriate Row and Column layout.

• Set Organization to either Income & Expense or Cash Flow depending on the report purpose.

• Consider using or disabling Amount as % depending on what you're comparing.

Check advanced filters

Filters in the Advanced tab can silently exclude transactions.

• Status: If only Reconciled or Cleared is selected, unreconciled transactions will be left out.

• Transaction types: Make sure you haven’t limited the report to a type (e.g., deposits only).

• Transfers: If Exclude self-transfers is selected, those amounts will be missing from totals.

• Subcategories: Confirm whether you're showing all subcategories or filtering them out.

• Other options like Include unrealized gains or Tax-related transactions only can also skew numbers if unintentionally selected.

Inspect transaction data directly

If settings look correct, the problem may lie in the transactions themselves.

• Open the affected account registers.

• Look for:

  • Incorrect amounts

  • Misused categories

  • Duplicate or missing entries

  • Split transactions that don’t total correctly

• Correct any issues and refresh the report.