Missing some months of actual pay in budget

teddyk1942
teddyk1942 Quicken Windows Subscription Member ✭✭
edited August 2022 in Reports (Windows)
Why is the budget does not showing every month of net pay although my register shows all months
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Best Answer

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    Are each of these transactions properly categorized?

Answers

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    Are each of these transactions properly categorized?
  • teddyk1942
    teddyk1942 Quicken Windows Subscription Member ✭✭
    They are all categorized the same way, the other problem is show gross instead of net pay even though I have chosen Paychecks in categories
  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Budget can't show "Net Salary", even if the category exists, if you have chosen to allocate your paycheck to Gross Salary minus a number of deductions. You need to select the categories used in your paycheck in the Budget views and reports.
    If that doesn't answer your question, you need to give us some more detail as to what's really going on.
  • teddyk1942
    teddyk1942 Quicken Windows Subscription Member ✭✭
    The budget is not populating with all the PAYCHECK information. I am attaching two files that might help.
  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited July 2022
    And when you click on "--Paycheck--" in the February transaction, this will expand to show the transaction details: Gross income and deductions for Medicare, etc., same as the January transaction?
    You need to review these transactions. A bug may have wiped some of the split details in paycheck transactions, making it necessary to review and fix them individually. You may also have to review and fix the scheduled reminder for future paychecks. Normally a SocSec transaction only has Gross Income and 1 or 2 split deductions. Creating and using a regular Split transaction reminder instead of a paycheck reminder might be easier to do.
  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭
    If one is using a Paycheck Reminder for their SS income, it will also put the SS income into the wrong buckets in Tax Planner and in the Tax Reports.  It is better to set up a normal Income Reminder as noted in the following thread which will populate Tax Planner and the Tax Reports correctly: https://community.quicken.com/discussion/comment/20211108#Comment_20211108.

    Quicken Classic Premier (US) Subscription: R59.10 on Windows 11

  • teddyk1942
    teddyk1942 Quicken Windows Subscription Member ✭✭
    the split transactions in each month are correct but the still will not populate in the budget.
  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    If you haven't done so already, please try the following actions:

    --------------------

    Validate and Supervalidate instructions

    First save a backup file prior to performing these steps

    Validate: 

    1. File
    2. Validate and Repair File...
    3. Validate File
    4. Click OK
    5. Close the Data Log
    6. Close Quicken (leave it closed for at least 30 secs)
    7. Reopen Quicken and see if the issue persists.

    Super Validate:

    1. File
    2. Hold CTRL + Shift and click Validate and Repair File...
    3. Supervalidate File
    4. Click OK
    5. Close the Data Log
    6. Close Quicken (leave it closed for at least 30 secs)
    7. Reopen Quicken and see if the issue persists.
    -------------------------

    If you haven't done so already, 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.

    Quicken Support:


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