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Category Summary Report

kevinweid

Hi everyone, quick question that I even feel dumb for not being able to fix. But why does my "Gas & Fuel" category show up as in "Money In"? The transactions are all there and correct showing negative. But shouldn't it be under the "Money Out" section?
I am attempting to attach an image of my "Money In / Auto & Transportation" section....

Thanks in advance

Image: https://us.v-cdn.net/6031128/uploads/editor/8o/n3gw5i0cv2f7.png

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Quicken Sarah

Hello @kevinweid

Thank you for taking the time to share the details of this issue with the Community, although I apologize for any frustration or inconvenience experienced.

If you haven't already, I would recommend reviewing the information available at https://www.quicken.com/support/using-loan-management-quicken-mac and let us know if this helps to answer how to set-up and track loans in Quicken for Mac or if there are further questions/concerns that the Community can assist with.

Thank you,

Sarah

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kevinweid

RickO...thank you for your reply so quickly. I double checked and they appear to be all "negatives & in red". Also I attached a screen shot showing that it should be set as an expense. As for the New Report > Transaction Report I quickly looked at that and appears that I have to go through a set up for it at this point.

Image: https://us.v-cdn.net/6031128/uploads/editor/kf/zedsbjexwf56.png

J_Mike

RickO wrote;
".... or you have transactions where the amount is positive instead of negative for that category."

That appears to be the case here. Note that the subcategory, Auto Payment, is positive (a credit) and that the total for the parent category, Auto & Transport, is thus positive. Mac is looking a the positive value for the parent category and treating it as Money In.

Question to OP - shouldn't the Auto Payment be a debit (expense)? - or was this instance a special occassion?

kevinweid

Question to OP - shouldn't the Auto Payment be a debit (expense)? - or was this instance a special occassion?

Hmm, That positive "Bank of the West" is a auto loan setup under the Debt column on the left side bar. Now in order to decrease that account I have to enter it as a positive amount with in that register. I am thinking that I don't have something setup right with having it under "Property & Debt"?

Image: https://us.v-cdn.net/6031128/uploads/editor/ww/l0fnnq3chjrs.png

I had to manually set that auto loan account up and it does not pull information from that institute. So is it best to just delete it and not show it as Debt and let the transactions come in from Checking and tag them as "Auto Payment"? I had attempted to do it this way so I could visually see the amount of the loan on the left side.

Quicken Sarah