Catagory Transactions don't show up in Budget

meganinja110712

I am having an issue with Quicken Mac as follows. I have created a new category and have set a couple of expenses to this category. When I look on the home screen pie chart the expenses are listed in that category. However, when I go into reports or budget there are no transactions listed in that category. I called support and he suggested the only way to fix this was to create a whole new Quicken file. This seems ridiculous to me, I have spent countless hours customizing this file and the transactions/category/budget in it. Has anyone else encountered this issue and have a fix/suggestions? Note: It was working fine for months and everything showed up and now it is not working. Thanks!

Quicken Anja

Hello @meganinja110712,

Thank you for taking the time to reach out to the Community and tell us about your issue, though I apologize that you are experiencing this.

I can understand why you wouldn't want to create a new file and start over. However, what you can try is to export and import the data from your current data file into a new data file to see if the same issue occurs in the new file. Doing this copies your data into a new file without affecting your original file. Should this not work, then you can always switch back to the original file after.

If you would like to try this, please, follow the steps below--

1. Got to File
2. Export
3. Quicken Windows Transfer File (QXF)... (even if you are on Mac)
4. Save the exported file somewhere you can easily locate it (i.e.: DeskTop)
5. Go back to File
6. New...
7. Start from Scratch
8. Follow the prompts until it takes you to the new and empty data file
   
9. Close the Add Checking Account pop-up
10. Back to File
11. Import
12. Quicken Windows Transfer File (QDF, QXF)...
13. Select the .QXF file you previously exported
    
14. Click Ok once you receive the message saying that the import was successful

Once that is done, you should see that all your banking accounts (Checking, savings, money markets, credit cards, etc) were added to this new data file. Any investment accounts (if you have them) will remain in your original file and not be imported to the new file as these account types do not export nor import. You can find more detailed information in this support article regarding what .QXF does and/or does not export/import under the section titled "More about QXF files".

If this resolves the issue, you can rename and move forward using the new file you imported your data to. Please, note that if you have your accounts set up for automatic downloads-- you may need to re-establish those connections in the new file.

Here are steps in case you would like to rename the new file from the name Quicken will auto-assign to it--

1. File
2. Rename

If you need to switch back to your original file, please follow the steps below--

1. File
2. Open Recent
3. Select the original data file name
4. Click Open

I hope this helps and please let us know if you have any additional questions!

Quicken Anja

Hello @meganinja110712,

Thank you for taking the time to reach out to the Community and tell us about your issue, though I apologize that you are experiencing this.

I can understand why you wouldn't want to create a new file and start over. However, what you can try is to export and import the data from your current data file into a new data file to see if the same issue occurs in the new file. Doing this copies your data into a new file without affecting your original file. Should this not work, then you can always switch back to the original file after.

If you would like to try this, please, follow the steps below--

1. Got to File
2. Export
3. Quicken Windows Transfer File (QXF)... (even if you are on Mac)
4. Save the exported file somewhere you can easily locate it (i.e.: DeskTop)
5. Go back to File
6. New...
7. Start from Scratch
8. Follow the prompts until it takes you to the new and empty data file
   
9. Close the Add Checking Account pop-up
10. Back to File
11. Import
12. Quicken Windows Transfer File (QDF, QXF)...
13. Select the .QXF file you previously exported
    
14. Click Ok once you receive the message saying that the import was successful

Once that is done, you should see that all your banking accounts (Checking, savings, money markets, credit cards, etc) were added to this new data file. Any investment accounts (if you have them) will remain in your original file and not be imported to the new file as these account types do not export nor import. You can find more detailed information in this support article regarding what .QXF does and/or does not export/import under the section titled "More about QXF files".

If this resolves the issue, you can rename and move forward using the new file you imported your data to. Please, note that if you have your accounts set up for automatic downloads-- you may need to re-establish those connections in the new file.

Here are steps in case you would like to rename the new file from the name Quicken will auto-assign to it--

1. File
2. Rename

If you need to switch back to your original file, please follow the steps below--

1. File
2. Open Recent
3. Select the original data file name
4. Click Open

I hope this helps and please let us know if you have any additional questions!

meganinja110712

Thank you! I tried this and when I set up the new file it didn't have any budget in it, so I made a new one, and I still have the exact same problem.

The categories that weren't showing up before were tax related that I created myself, so I tried to just use the built in ones this time and they are still not working. Specifically not showing up in budget or reports but do show up in home. Is there something about the "Taxes" category I am missing? This seems odd to me to also not work with a built-in category that comes with Quicken.

Thank you for the help!

Quicken Anja

Thank you for trying the steps and following up with additional information.

I tried to see if I could replicate the issue with both created and default tax-related categories, but was unable to do so.

When customizing and adding the categories, did you also check to make sure the appropriate account(s) using the categories are selected on the bottom-left of the Edit Budget screen?