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In the income and expense by category reports I get expenses showing up in the income section

Nancy Selllers

The categories are set up as expenses but show as income

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Accepted answers

Sherlock

If you haven't already, I suggest you check the transaction entries to determine if they're assigned a tax-line item that is income.

Sherlock

Nancy Selllers said:

All of the expense transactions are either Medical Insurance or Medical Expenses and they show up in the income section. They are definitely categorized as Expenses. They are auto pays, payments by check and by credit card.

A tax-line assignment will override the category type in the report.

All comments

Sherlock

If you haven't already, I suggest you check the transaction entries to determine if they're assigned a tax-line item that is income.

NotACPA

Please elaborate upon these transactions ... and what type of account they're showing up in.

ALSO, have you looked that the Category for those transactions and confirmed that they are Expense categories in your Category list?

Nancy Selllers

Thank you. I will do a little research and get back to you.

Nancy Selllers

All of the expense transactions are either Medical Insurance or Medical Expenses and they show up in the income section. They are definitely categorized as Expenses. They are auto pays, payments by check and by credit card.

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Sherlock

Nancy Selllers said:

All of the expense transactions are either Medical Insurance or Medical Expenses and they show up in the income section. They are definitely categorized as Expenses. They are auto pays, payments by check and by credit card.

A tax-line assignment will override the category type in the report.

NotACPA

Also, can you show us the individual TRANSACTIONS that make up the ~$5K of "Insurance - Medical". Is that Premiums that you've paid, or reimbursements?

Because Premiums are, indeed, Expenses ... but Reimbursements should be posted to what appears to be your "Medical" category ... thus reducing the amount paid there.

Nancy Selllers

I am SOOOO grateful. The tax-line assignment was indeed the problem. I have put up with this forever. You have really made my day!!! Thank you so much!