I'm trying to understand (and fix) what's going on. Under planning, all my Tax subcategories for March are zero except Tax:Tax Preparer which is $800. I have all categories selected and displayed including hidden categories. All are zero. The Tax root category shows $1614. If I make my Tax:Tax Preparer category $0, the Tax…
Hello everyone, I'm currently using a spreadsheet to manage my personal finances, specifically to track my income, expenses, and bills. However, I've been using Quicken for a while now but I would like to explore how I can use its features to achieve the same level of functionality and forecasting that I have with my…
I'm coming from a zero sum budget application, where I gave every dollar a job by assigning it to a budget category. The way I did it was assign money to non-discretionary categories first, discretionary ( movies, video games, eating out ) second, and whatever was left over I would divide amongst my current goals. It may…
I have been trying to use the rollover function in my budget but either minus or positive calculate in the next month.
I am the treasurer for a residents association. I am given a budget at the beginning of each year to provide a guide for spending and income in various categories. At the end of each month, I am required to submit a report of how much of each category's budget has been spent. I cannot find a way in Quicken reports or…
Click the net worth figure in the lower-left, click the account drop-down at the upper-right, click Custom, select the accounts you want included in the net worth calculation. I have an asset account which I do not want included in the net worth calculation. It is unselected in the account drop-down list but is still being…
I am a long time quicken user and I use the budgeting feature. Recently when I make changes to the budget it saves for a few days and then suddenly all of my changes are gone and it reverts back to a previous budget. Is anyone having this issue?
This discussion has been merged.
I moved money that was included in my budget to another bank, then closed the old account in Quicken. The transactions from the closed account no longer show up in my budget report.
I just finished my 2022 taxes with TurboTax Deluxe. I saved the .tax file with a short filename. Unfortunately I get the error message "TurboTax Import Failed (Error 2)". I successfully imported my 2021 tax year TurboTax file. Anyone else unable to get their 2022 tax file to import?
It looks like you're new here. Sign in or register to get started.