Hide Subcategories in Advanced tab for Budget Reports not working correctly

Lloyd Young
Lloyd Young Windows Beta Beta
When "Hide All" for Subcategories is selected in a Budget Report, the actual total for the subcategories should still be included in the master category but is not. The actual total for the master category is shown as zero even though the subcategories under it include actual expenses. The total budget for all the subcategories is included in the master when "Hide All" is selected but the actual total actual is not.

Best Answers

  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
    edited April 23 Accepted Answer
    I don't use Quicken's budgeting process anymore but running a test of the Budget Report in my file I wasn't seeing the difference you're describing.  The options "Hide all" and "Show all" both had the correct numbers for the top-level Category.  However if over in the Planning > Budgets process I deselected the top-level Category under "Manage Budget Categories", retaining all the Sub-Categories, I did experience what you've described.
    Perhaps that's the problem?
  • Lloyd Young
    Lloyd Young Windows Beta Beta
    Accepted Answer
    Tom, Thanks very much for the help. That was my problem.

Answers

  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
    edited April 23 Accepted Answer
    I don't use Quicken's budgeting process anymore but running a test of the Budget Report in my file I wasn't seeing the difference you're describing.  The options "Hide all" and "Show all" both had the correct numbers for the top-level Category.  However if over in the Planning > Budgets process I deselected the top-level Category under "Manage Budget Categories", retaining all the Sub-Categories, I did experience what you've described.
    Perhaps that's the problem?
  • Lloyd Young
    Lloyd Young Windows Beta Beta
    Accepted Answer
    Tom, Thanks very much for the help. That was my problem.
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