Budget question

Fred Boyer

In setting up a new budget for 2020, my income categories display below the expenses categories. How do I reverse that?

Scooterlam

In your "All Income" custom category group, do you have (or did you have) any expense type categories assigned to it?  If so, then I think this may be the problem with your "All Income" group falling below your expense categoiry. Remember, categories in quicken are of type "Income" or "Expense" or "Transfer".

I got curious about how this works....and did some testing and have found some wonky behavior - at least to me!

I created an "All Income" group and assigned an INCOME category under it.  The All Income group displayed above expenses - your wanted position.  Image.



If you ever assigned an expense category (whether it is currently assigned or not)  to a custom category income group, such as "All Income", then the custom category income group will be presented after (or under) the expense groups in the budget annual view.   Image. 



If I unassign the offending expense category and leave the income category under the custom income group, Quicken should reposition (IMO) the income group before expense groups - the wonky behavior part....  It does not. The custom income group position is "stuck" even after unassigning the expense category that should correct the problem. Image



The only way I was able to reposition the "All Income" custom group to the top of the budget view was to:

1.  Unassign all categories from the custom income group, then ...
2.  Delete "All Income" custom category group and get back to the budget annual view., then...
3. Create a NEW custom category group "All Income", then
4. Assign income categories -  Be careful to only include income categories under this "ALL Income" custom category group.  Dont mix expense and income categories.



Was there a reason you did not use the "Personal Income" category group in your budget?