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Quicken is not pulling my husband's income from our joint account.

I'm trying to set up a budget and am new to Quicken. When I enter the information for my joint account with my husband, the only income the is pulled from the bank is mine.

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Answers

  • UKR
    UKR SuperUser ✭✭✭✭✭
    Not sure about Q Mac, but in Q for Windows you typically use two separate categories, for tax reporting purposes:
    "Salary, self" going to W-2:Salary or wages, self
    and
    "Salary, spouse" going to W-2:Salary or wages, spouse
    (or similar category names)
    Do you have and use both categories?
    Have you selected both to be included in your budget?
  • PKOrtiz
    PKOrtiz Member
    Thank you for trying to help, but I am a newbie and I do not understand your answer. I am setting up my account and when I put in the account information for quicken to pull my banking, it is only pulling my income. Everything else shows up.
  • volvogirl
    volvogirl SuperUser ✭✭✭✭
    When you download from the bank account it should get all the transactions, both deposits, atms and checks.  What do you mean by income?  Does your husbands paychecks go into a different account at the bank?  
  • smayer97
    smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
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    (
    Canadian user since '92, STILL using QM2007)


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