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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.

Best Answer


  • 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
    "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?  

    I'm staying on Quicken 2013 Premier for Windows.

  • smayer97
    smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
    Also, to educate and protect yourself from false Quicken contact info, also read this: 

    Have Questions? Help Guide for Quicken for Mac
    FAQs: Quicken MacQuicken WindowsQuicken Mobile
    Add your VOTE to Quicken for Mac Product Ideas

    Object to Quicken's business model, using up 25% of your screen? Add your vote here:
    Quicken should eliminate the LARGE Ad space when a subscription expires

    (Canadian user since '92, STILL using QM2007)

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