Personal Income Categories not showing up in Budget

Shrk

Hi there, I am trying to add my personal income categories to my budget so that I can edit them and they don't show up in the budget for editing. I have checked at all of the categories I wish to add are correctly categorized as subcategories under the "Personal Income" category. I then go to "Manage Budget Categories" in the Budget planner and click on the boxes of all the income categories I wish to add. Then, nothing. They don't show up at all in the Budget. Help! :-)

Sherlock

If you haven't already, I suggest you expand the Personal Income group on the Budget view: open the budget and left-click on the plus icon to the left of Personal Income

Shrk

Thanks, Sherlock. Unfortunately, the issue is that the “Personal Income” group is not showing up in the Budget at all so I can’t right click on it.

Sherlock

Shrk said:

Thanks, Sherlock. Unfortunately, the issue is that the “Personal Income” group is not showing up in the Budget at all so I can’t right click on it.

I suspect the budget may be corrupt.  Does the issue reproduce in a new budget or in a budget in a new Quicken file?

Please provide the version of Quicken being used: select Help > About Quicken

Shrk

Hi Sherlock, the issue reproduces in a new budget. I just did "Budget Actions" >"Create a Budget">"Let Quicken select my transaction categories" and the issue is the same.

I also did "Budget Actions" >"Create a Budget">"Manually select transaction categories" > "Select Categories to Budget" and selected only my Personal Income categories plus one Personal Expenses category (Auto & Transport). I then see the "Your selected budget categories" screen and the window in the top right of that screen shows a total amount for "budgeted income" and a total amount for "budgeted expense" but when I click "done" to go to the actual budget, only the "Personal Expenses" categories (i.e., Auto & Transport) appear on screen. It's super weird. The program clearly has the data but it isn't showing it in the actual Budget.

Shrk

Sorry, I forgot to mention the version of Quicken. It is an online subscription for Quicken for Windows that is fully updated. Thanks!

Sherlock

Shrk said:

Hi Sherlock, the issue reproduces in a new budget. I just did "Budget Actions" >"Create a Budget">"Let Quicken select my transaction categories" and the issue is the same.

I also did "Budget Actions" >"Create a Budget">"Manually select transaction categories" > "Select Categories to Budget" and selected only my Personal Income categories plus one Personal Expenses category (Auto & Transport). I then see the "Your selected budget categories" screen and the window in the top right of that screen shows a total amount for "budgeted income" and a total amount for "budgeted expense" but when I click "done" to go to the actual budget, only the "Personal Expenses" categories (i.e., Auto & Transport) appear on screen. It's super weird. The program clearly has the data but it isn't showing it in the actual Budget.

Shrk said:

Sorry, I forgot to mention the version of Quicken. It is an online subscription for Quicken for Windows that is fully updated. Thanks!

Again...

Does the issue reproduce in a budget in a new Quicken file?

Please provide the version of Quicken being used: select Help > About Quicken


If the issue does not reproduce in a new Quicken file, I suspect the original Quicken file is corrupt.  If you haven't already, you may want to review: https://help.quicken.com/display/WIN/Troubleshoot+a+damaged+Quicken+data+file

If the issue does reproduce in a new Quicken file, the issue may be bug in a recent staged release.  Note: We're using R36.38 and I can not reproduce the issue you've described.

Shrk

I am using Version R37.67, Build 27.1.37.67.

The issue does not reproduce in a completely new quicken file that doesn't contain any data.

I tried several of the options in the link you provided. I read through the link's suggestions as well as the "advanced troubleshooting" link contained therein. Since I have no idea what could be the "problem" transaction, the specific suggestions surrounding isolating a problem transaction don't really work here. Of the other suggestions, they seem to boil down to the following three approaches, all of which I tried:

(1) export the file/restore from an external drive. The issue is still there.

(2) restore from an earlier backup of a quicken data file. I tried restoring a backup file from 2019 and one from 2020 and the issue is still there.

(3) copy data file from within Quicken. The issue is still there.

(4) use the Validate & Repair utility. The utility runs and says the data in my current file is totally fine.

Thanks for your help!