Tracking Income in the Budget

Unknown

After a bit of poking around I was finally able to figure out how to manually enter a "deposit" transaction.  But, my manually entered deposit isn't showing up as "income" in my budget and I can't figure out where the budget pulls "income" from.  I've clicked on so many things and I can't find a way to edit "income".   Help!!!


Note: This conversation was created from a reply on: How do you manually enter a deposit in Quicken on a Mac?.

Bob Myers

You need to enter the deposit with a category that you set up as income.  

Quicken_Tyka

Hey Lisa, 

Sorry you're experiencing this difficulty! 

I would start by going to Window up on the top menu bar and then Categories



Make sure that the category is listed as income expense and income are in the top right of the image.

Next I would go to the Budget Tab and select Edit Budget



Selecting Edit Budget will then open this screen where I would add the category to the budget



Lastly the transactions that need to reflect in the budget under this category need to be categorized as this category.  When I new category is created that then has to be added to the budget.

Hope this helps!