budget not updating

help needed
help needed Quicken Mac 2017 Member
edited November 2022 in Budgeting and Planning Tools (Windows)
I have one of my financial institutions where the transactions download to quicken but they do not show up in the budget. It happens only in the one bank.

Comments

  • bmciance
    bmciance Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Two things to check.  

    1. Check that the account is included in your budget.  On the planning screen click the Budget Actions button and then "Select accounts".  Make sure that account is checked.
    2. If the account is included in the budget are you are categorizing the transactions from this bank and are you using the categories that are showing up in your budget?  You should confirm this.

    Quicken Windows user since 1993.

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