Actual BUDGET NET PAYCHECK only show the primary account
MD_CYCLIST
Quicken Windows Other Member ✭✭
When I do a deposit, I have it split between 3 accounts (direct deposit). For example a 1,000 check would be deposted like this:
Bank A: $850
Bank B: $100
Bank C: $50
When I look at the budget, that ACTUAL that shows in all reports is only the primary of $850. I have identified in the budget the income for the year, for example as a NET of 1,000 every two weeks. When I run reports, it only shows the $850 per paycheck.
I set-up the paycheck in the GROSS mode with all the taxes and deductions. My wife wants to see everthing at NET. It almost works except it will not see the other 2 deposit account.
Bank A: $850
Bank B: $100
Bank C: $50
When I look at the budget, that ACTUAL that shows in all reports is only the primary of $850. I have identified in the budget the income for the year, for example as a NET of 1,000 every two weeks. When I run reports, it only shows the $850 per paycheck.
I set-up the paycheck in the GROSS mode with all the taxes and deductions. My wife wants to see everthing at NET. It almost works except it will not see the other 2 deposit account.
Tagged:
0
Best Answer
-
Have you checked to make sure that all 3 accounts are set up to be included in your budget?Also, is the category for each deposit transaction set up for inclusion in the budget?You can check by clicking on the "Budget Actions" button at the top right of the Budget screen. The drop down will show "Select Categories" and "Select Accounts". Click on those actions to make sure that all the categories, sub-categories and accounts you want included in the budget plan are checked. You can also un-check categories, sub-categories and accounts that you don't want included in the budget plan...makes it much easier to work with budget plans as it will take out unnecessary clutter.Let me know if this was or was not the issue.
Quicken Classic Premier (US) Subscription: R60.15 on Windows 11 Home
6
Answers
-
Have you checked to make sure that all 3 accounts are set up to be included in your budget?Also, is the category for each deposit transaction set up for inclusion in the budget?You can check by clicking on the "Budget Actions" button at the top right of the Budget screen. The drop down will show "Select Categories" and "Select Accounts". Click on those actions to make sure that all the categories, sub-categories and accounts you want included in the budget plan are checked. You can also un-check categories, sub-categories and accounts that you don't want included in the budget plan...makes it much easier to work with budget plans as it will take out unnecessary clutter.Let me know if this was or was not the issue.
Quicken Classic Premier (US) Subscription: R60.15 on Windows 11 Home
6
This discussion has been closed.