Why doesn't Current Budget Report show sub-categories?

John48

The Cash Flow report shows sub-categories, why not Current Budget report?

UKR

In the Current Budget report view click on the "Aa" icon, to customize some report settings.
This brings up a Preferences dialog which has a box "Category display" with 3 radio button choices. Change the selection to "Name" and your report will look good again.

Tom Young

Assuming you're using the subscription product, then that report does show Sub-Categories or only Categories, at your discretion.  Click the little triangle next to each Category to flip between the two presentations.

John48

I am using a subscription but this is what i get.

Tom Young

I don't use Quicken's "Budget" process or Budget reports any more but I do think that if there's any entries made in the "parent" (top level) Category that the report will spit out that "other" line. 

It's not really clear what you're showing here; are you seeing a line item for each and every transaction, or what?

John48

This is the same set of sub-categories in the Cash Flow report. I seems to me that there should be a way to show the actual sub-categories in the Current Budget report.

UKR

In the Current Budget report view click on the "Aa" icon, to customize some report settings.
This brings up a Preferences dialog which has a box "Category display" with 3 radio button choices. Change the selection to "Name" and your report will look good again.

John48

Worked - thank you. I had 'both' selected

BLT99

My "Current Budget" reports has lines for each of my sub-sub categories, but each line has only the same sub category name. ie shows Other Auto Expense for each line rather than Auto Fuel, Auto Service, et al. I do not have subscription service, I have download Quicken Deluxe so I don't have an Aa. When I ran these reports in May I correctly got sub sub category titles. All my settings and preferences are set for sub category and not category.

BLT99

here is a snip of what I see...

UKR

BLT99 said:

here is a snip of what I see...

Have you tried the suggested solution posted earlier in this discussion?

That should fix you right up.

BLT99

Hi UKR, I read the suggestion to click on Aa and look for 3 radio buttons. I dont seem to have those options available. I am not on subscription version. I have a downloaded Q Deluxe and there is no Aa on my Budget Report screen.

UKR

If you're on a pre-2018 Quicken version go directly into Edit / Preferences / Reports only where you can find the Category selection buttons.

BLT99

Hi UKR, I went to Edit/Preferences/Reports Only. The Category selection buttons shown are Description, Name, Both. My setting was on Both. I tried each option and revisited various reports The selection which provides my desired sub sub category label (without the sub cat label) was the Name option. I am happy with this result!!