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Home tab, Spending / Income view not showing transactions

fbo52

One Home tab then spending tab when I try to update all income not all show up.
I have to pension incomes and they are fine but SSA does not show up. Why does this not show up can I add manually
thanks John

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fbo52

I just figured it out I had the category as expense and not income thanks much

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UKR

What are the Filter settings you use to view Income from the Home / Spending tab?
Here are the default settings:

Image: https://us.v-cdn.net/6031128/uploads/editor/f6/djvmt9zruy6z.png

Is the account which receives your SSA deposit included in the view?
When is your SSA deposit due at the bank? If that's still a date in the future, the Income view using the default "last 30 days" filter won't show the transaction.
Do you have a Scheduled Reminder set up for the SSA deposit, with proper Splits for the income and deductions tax categories?

fbo52

Thanks for the reply Yes to all above

UKR

And which SSA deposit is missing?
The one for last month (mine arrived on 6/15)

or the one for this month (mine will be due 7/20, the 3rd Wednesday of the month)?

Using the default filters, neither one of mine would show in the view because the one for this month hasn't been recorded yet and the one for last month was more than 30 days ago (today is 7/19 minus 30 days = 6/19 excludes the 6/15 transaction)

Check your account registers using an unfiltered register view, sorted by Date and you may find what you're looking for.

fbo52

I have changed all the dates trying to trick it still no luck Btw SSA has never shown up but my other two pension plans do One from the IAM and one from PBGC

UKR

Can you please capture one or more images of the SSA register transactions, Split category detail included, 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-windows

https://community.quicken.com/discussion/7663259/faq-how-do-i-post-a-screenshot-in-the-community-from-a-mac

Please save images to files of file type PNG, JPG, or GIF only. They're easier to work with than PDF files.

fbo52

is this what you need

image.png

UKR

fbo52 said:

is this what you need

Yes, thank you, but that's only the first part.
Are you recording only the net amount deposited or are you splitting the deposit into gross income and deductions for income tax and Medicare? Either way, the transaction should be categorized to properly show in reports and views. I'm not seeing any category or "Split" indicator in the register entry you sent.

fbo52

I do not split what do I need for category?

fbo52

I just figured it out I had the category as expense and not income thanks much

UKR

fbo52 said:

I just figured it out I had the category as expense and not income thanks much

Thanks for letting us know that you have found the solution.
If you have any other questions, please do not hesitate to post a new question or discussion.