Advanced Budgeting - for just categories in one "Custom Group" (won't work!)
JNewman
Quicken Windows Subscription Member ✭✭
I am an experienced Q user using Quicken R33.24 (Windows). I have used the Budget feature for years with income & expense categories from Q's standard "Groups" - ie. Personal Expenses, Business Expenses, etc. As well, using categories from a few of my set up "Custom Groups" within the same budgets. Done this for years. Some quirky problems on how reports sort / show these mixed group categories together on the finished budget... But now, for the first time, I am attempting to set up a new separate budget with I&E categories associated (set up) under only one of my "Custom Groups". All the categories and included accounts are selected, the date range is correct, the account register has transactions within the date range, but the budget just comes up blank! No categories appear! No actuals appear! No lines to load in monthly or yearly budget amounts appear! Nothing except month headers and $0! Could the budget exports or Quicken people tell what I might be doing wrong, or is there a programing issue that will not allow budgets to be filtered / established using categories under just one custom group only? Thanks for your help!
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Answers
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Sometimes a picture is worth a thousand words …
Can you please capture one or more images of the parts of your Quicken window showing the issue(*), sensitive information blacked out as necessary to protect your privacy but annotated to describe the situation, and attach the image(s) here?
https://community.quicken.com/discussion/7867159/faq-how-do-i-post-a-screenshot-in-the-community-from-windowsPlease save images to files of file type PNG, JPG, or GIF only. They're easier to work with than PDF files.
(*) Budget view and Category List view showing the new categories you created
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Thanks UKR. I have the .png files to post here, but nowhere do I see an edit menu bar with an image button to upload my files as described in the how-do-I-post instructions...? I've tried two different browsers. What am I missing?0
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