sfdrj said: I set up my 2022 budget with my selected categories. However, transactions in those categories are not registering with the budget. For example, I have my monthly mortgage payment configured in a split: between mortgage category and account transfer to the correlating debt account, mortgage interest category and account transfer to the correlating debt account. The payment entered in my checking account register shows up in the debt account with the splits intact, but it does not show up on the budget. Other expenses and income do show up on the budget. All of the dates are correct that it should pull into the budget, but the actual expense isn't showing up in the budget. It's not even showing up in the total expended for the month, let alone within the category. I double-checked and there's no duplicate or misnamed category that could be causing an error in recording.
sfdrj said: > @Quicken Jared said: > Hello @sfdrj, > > I am sorry you are experiencing this confusing issue. Thank you for choosing to discuss this matter on the Quicken Community. > > I just want to make sure we cover our bases here: is the Show Used & Unused option selected under Show in the lower right hand side of the screen when you click on Select Categories in the Edit Budget window? > > Thanks, > > Quicken Jared Great question. Yes, it is selected. And just for laughs, I also tried selecting all categories for the budget, just to see if that triggered a refresh. No dice. It’s still not pulling the entry. Then I deleted and re-entered the transaction — nope. Won’t pull on the budget.
