Why does budget view show income only, not expense categories?

I've set up a budget for the Quicken file (#2) and selected both income and expense categories to include. However, in the budget view (Annual View or Graph View) only the income categories are shown. I have another Quicken file (#1) where the budget seems to be working properly, displaying all selected categories. What's wrong with #2 and how do I correct it?

Best Answer


  • UKR
    UKR SuperUser ✭✭✭✭✭
    Can you please capture one or more images of the parts of your Quicken window showing the issue, sensitive information blacked out as necessary to protect your privacy but annotated to describe the situation, and attach the image(s) here?
    The Windows Snipping Tool (available with Windows 7 and up) can be used to capture a partial screen image and save it to a file.  Microsoft Paint can be used to annotate the image.
    To take a screenshot in Mac please see https://support.apple.com/en-us/HT201361
    Please create image files of type PNG, JPG or GIF only.
    To attach the image here, start composing your reply in the "Type your comment" box at the bottom of this webpage. Drag and drop the image or, at the top of the text entry window you'll see a row of icons beginning with B I S
    Click the "Attach image" icon (the one that looks like a tiny landscape with mountain and sun). It will allow you to select and upload the captured image file(s) from your computer. The captured image(s) will be inserted at wherever the cursor is located in the text.
  • QKevin
    QKevin Member ✭✭
    Thanks for your response.

    In the attached screen capture you can see that only income categories are shown, though expense categories exist, are populated with data, and have been selected to be part of the report.

    This is a new file, just being set up. But there are dozens of entries in both income and expense categories. This is a first attempt at establishing a trial budget for this file, so there is no prior-year data to draw from.

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