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Transfer not appearing in budget

SomebodyInGNV

I have a scheduled transfer reminder for moving cash from an IRA to checking, monthly. I added transfers to my budget and included the source IRA as "From: affected IRA" and include reminders in the budget. If I add the reminder so the withdrawal comes from IRA #2, the transfer appears in the budget as actual.

If I edit the transfer so the withdrawal comes from IRA #1, the withdrawal amount doesn't show up in the budget. Both IRAs are configued with '1099-R Total IRA taxable distribution" selected for Transfers Out and no tax line as Transfers In.

Why does one account show up in the budget and the other doesn't? Both source IRA accounts are in the budget, as is the destination checking account.

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UKR

In the budget view, did you add BOTH accounts under "Transfers IN", "From [IRA #1" and "From [IRA #2]"?

Is [IRA #1] marked as a hidden account or marked separate?

Under Budget Actions, Select Accounts did you also verify that both accounts are selected?

SomebodyInGNV

> @UKR said:
> In the budget view, did you add BOTH accounts under "Transfers IN", "From [IRA #1" and "From [IRA #2]"?
> Is [IRA #1] marked as a hidden account or marked separate?
> Under Budget Actions, Select Accounts did you also verify that both accounts are selected?

Yes
No
Yes

UKR

Thanks for your response.

Without being able to see what's going on here, I'd say it's time to call Quicken Support on the phone and request help. Let them do a screen share session with you to review the situation on your computer, to determine the nature of the problem and to figure out how to fix it.

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SomebodyInGNV

Thanks. It's raining all day tomorrow so I won't mind spending time on the phone.

SomebodyInGNV

Hmm... it's working. I don't know what I changed. But the category group appears twice in the budget. It's not counted twice in the columns but does appear twice in the rows.