Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Connect and Engage
The Community Meetup
The Water Cooler
The Lounge
Beta
Home
Quicken Classic for Windows
Budgeting and Planning Tools (Windows)
Expense not showing up in the budget report.
rap385
I am using your excellent Budget in Quicken Deluxe 2020 R25.21. I have placed an entry in the budget for Mortgage payments. The budget report shows zero even though I am making monthly payments. The payments are always entered as a transfer from my checking account to the loan account previously created.
Find more posts tagged with
Budgets
Accepted answers
Sherlock
To include the loan in the budget report: open the report, press
Alt + C
, select the
Accounts
tab, uncheck the loan account, and select
OK
.
All comments
Quicken Anja
Hello
@rap385
,
Thank you for reaching out to the Community regarding your issue.
If you are using a transfer category for that expense, then that would explain why it does not show in your budget. Transfer categories are considered neutral and therefore are purposely programmed to be left out of and not calculated into budgets and reports. You would need to use an expense category in order for the amounts to reflect in your budget as well as any reports you create.
Hope this answers your question.
-Quicken Anja
Sherlock
To include the loan in the budget report: open the report, press
Alt + C
, select the
Accounts
tab, uncheck the loan account, and select
OK
.
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of
