Why do my expenses not appear?
ybarraca
Quicken Windows 2017 Member
I am trying to set up my initial budgets, but only my income categories show up, not my expenses. I've checked off all my expense categories and accounts, but still only my income shows up. Can anyone help?
0
Best Answer
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Your description is a little vague about how you created your budget. I just used my test file and created a budget two ways. The first screen you see after clicking on Create New Budget is where you Name it. The second screen you see is where you choose how you want to build the budget Manually or let Quicken build it for you.
It looks like this.
When I chose Let Quicken select my transaction categories, a budget was created with most of my expense categories but no income. (I did it twice to see if second one had the Income. And I had never built a budget this way before.)
Next I chose the Manually Select Transaction Categories. Then this screen pops up.
I checked a few of the categories in the Personal Expenses, then on Left I clicked on Personal Income and chose an Income and clicked OK and a screen opened where I could set budget amounts for each item selected. Then I clicked Done and the Monthly view of the budget opened with everything as it should be Income and expenses.
Hope that helps.5
Answers
-
Your description is a little vague about how you created your budget. I just used my test file and created a budget two ways. The first screen you see after clicking on Create New Budget is where you Name it. The second screen you see is where you choose how you want to build the budget Manually or let Quicken build it for you.
It looks like this.
When I chose Let Quicken select my transaction categories, a budget was created with most of my expense categories but no income. (I did it twice to see if second one had the Income. And I had never built a budget this way before.)
Next I chose the Manually Select Transaction Categories. Then this screen pops up.
I checked a few of the categories in the Personal Expenses, then on Left I clicked on Personal Income and chose an Income and clicked OK and a screen opened where I could set budget amounts for each item selected. Then I clicked Done and the Monthly view of the budget opened with everything as it should be Income and expenses.
Hope that helps.5
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