Parent Category doesn't Include Values from Not Checked Subcategories

HJ

In the "Select Categories to Budget" screen, the following text appears on the bottom...

When you budget a parent category all transactions from subcategories will be included in the budget even if the sub-category is not checked.

It doesn't seem to be working this way.  For example, in the budget I get zero in the parent category when categories are checked like this...

...and I get a value in the in the parent category when categories are checked like this...


Based on the UI text, the parent category value should be the same.  Any thoughts?

Quicken_Tyka

Hey HJ,

I am currently unable to recreate this.

This is my Food and Dining category.  The current total with all my subcategories is $353.



To recreate what you are seeing, I would expect that removing a subcategory would change this total.

I have removed the Fast Food Category from the budget.



I do not see the total change in the budget.



I tried removing all of the subcategories.



I did get this screen that looked odd but it still showed the current spending.



I went into the edit budget screen and entered a planned amount for Food & Dining and the screen appeared as it did before.



Where are you seeing the 0 amount listed? 

-Quicken Tyka

HJ

Hi Quicken Tyka  -  I just realized my mistake.  I was referring to the budget values and the text is referring to the transaction values.  So, I think this was a newbie mistake.  

Thank you for your response!