Custom category transactions not displaying on Budget Report

j@net

I created custom Groups so my reports would be organized in a way more meaningful to me than just an alphabetical list of Income & Expense accounts. To overcome the alphabetical issue, I preceded my Group names with numbers. For example, 210 Nondiscretionary Monthly, 220 Nondiscretionary Other, 230 Discretionary. All of my categories are now assigned to one of the custom Groups that I created. It seemed to be working seamlessly until recently.

I changed from a semi-annual payment plan for my insurances to a monthly payment plan. Correspondingly, I changed the Insurance Group from 220 Nondiscretionary Other to 210 Nondiscretionary Monthly. I also updated the Group for the subcategories such as Homeowner's Insurance and Life Insurance to 210 Nondiscretionary Monthly. Now, when I run the Current Budget report which displays Budget vs Actual, the monthly insurance payment transactions are not included in the report.

I tried this solution... I deleted the Insurance Category and when I did so the insurance payments became Uncategorized. I recreated the Insurance category and the subcategories and then reposted the Uncategorized transactions. The transactions still do not appear on the Current Budget/Actual report. Any suggestions or ideas?

Jim_Harman

Are the new categories in your budget on the Planning tab are well? The budget reports are pre filtered to include only categories that are in your budget.