How to get transactions to appear in my budget?

rafjel

I have the right categories selected, but everything is still showing up as zero. Is there something I'm missing?

John_in_NC

Mixed currencies? Are the transx or categories dealing with sub categories?

John_in_NC

Even if you set Quicken to Canada (you can do this in Preferences, and also set the sidebar currency there as well), new accounts will default to the country your Mac is set up for. It sounds like your Mac might be setup for the US.

I don't deal with currency conversions, but I would get everything over to CDN$ if that is what you use (including each account that might have been setup for US$

John_in_NC

Mixed currencies? Are the transx or categories dealing with sub categories?

jacobs

Are the categories not showing up in your budget? Or are the categories there, but not showing your actual spending? More information would help in troubleshooting. 

Are your budget amounts zero? Try changing a few budget values to $1 and see if they show up.

rafjel

Thanks for your responses. John, I changed the currency to USD for the budget and now my expenses are showing up.

However, this highlight another issue...I am using the Canadian version, but for some reason, it's converting everything to USD. When I go to Window > Currency, it lists the currency pair as CAD/USD, but I'm not able to remove it. So now my budget has expenses, but everything is in USD, which makes it harder to keep on top of things...

John_in_NC

Even if you set Quicken to Canada (you can do this in Preferences, and also set the sidebar currency there as well), new accounts will default to the country your Mac is set up for. It sounds like your Mac might be setup for the US.

I don't deal with currency conversions, but I would get everything over to CDN$ if that is what you use (including each account that might have been setup for US$