Having trouble inputting a paycheck.

sgrimm
sgrimm Quicken Windows 2017 Member ✭✭
I am trying to streamline my budget. My husband's paycheck is in the system properly but my paycheck is currently listed as a deposit and I want to correct this. I have tried payroll wizard numerous times and that has not worked.

Best Answer

  • Frankx
    Frankx Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    Hi again @sgrimm

    You can change that "Category" to whatever you want to call it. 

    1) Just go to "Tools" > "Manage Bill & Income Reminders";
    2) Right-click on the "Payor" name and select "Edit this instance and all future instances";
    3) In the gray box > Click on "Category":
    4) In the pop-up window > Change whatever is in the "Category" field to the name you want to use > then Click "OK".  But note that if this is a brand new Category, the "New Category" window will open and you'll need to fill-in some information, including possibly Tax information which is not mandatory.

    Let me know if you have any followups.

    Frankx

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Answers

  • Frankx
    Frankx Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Hi @sgrimm

    Can you tell us where things go wrong when you try the payroll wizzard?  That may help us to help you.

    Also - when you say "but my paycheck is currently listed as a deposit" I assume that you mean that the net check/payment is all that you are currently recording in Quicken, so you likely want to be able to record in Quicken the Gross Wages, Tax Withholdings, and Other Withholdings.

    Frankx

                            Quicken Home, Business & Rental Property - Windows 10-Home Version

                                             - - - - Quicken User since 1984 - - - 
      -  If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you.  -

  • sgrimm
    sgrimm Quicken Windows 2017 Member ✭✭
    I put the paycheck in as a net. After I follow the payroll wizard steps and press done the paycheck does not come up under payroll. It is listed as personnel income.
  • Frankx
    Frankx Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    Hi again @sgrimm

    You can change that "Category" to whatever you want to call it. 

    1) Just go to "Tools" > "Manage Bill & Income Reminders";
    2) Right-click on the "Payor" name and select "Edit this instance and all future instances";
    3) In the gray box > Click on "Category":
    4) In the pop-up window > Change whatever is in the "Category" field to the name you want to use > then Click "OK".  But note that if this is a brand new Category, the "New Category" window will open and you'll need to fill-in some information, including possibly Tax information which is not mandatory.

    Let me know if you have any followups.

    Frankx

                            Quicken Home, Business & Rental Property - Windows 10-Home Version

                                             - - - - Quicken User since 1984 - - - 
      -  If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you.  -

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