2023 Budget

JOHN G WHITE
JOHN G WHITE Member ✭✭
edited January 2023 in Budgeting and Planning Tools (Windows)
I am working on my 2023 Budget using "Personal Expenses" and "Income" as rollup categories. My budget has rollup calculations by month for "Personal Expenses" but not "Income". The Summary total adds both categories together. The report looks OK and expresses both calculations. Do I have a problem with Budgeting?

Answers

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Is that "Income" as the Category Group Name (a custom category group introduced many years ago)
    or is that "Personal Income" (a built-in category group)?
    IMHO, if you're using the custom category group "Income", you might want to reassign those categories to "Personal Income".
    And try to avoid mixing income and expense subcategories within the same parent category.
  • JOHN G WHITE
    JOHN G WHITE Member ✭✭
    Thank you for the quick reply. I used your thoughts and experimented with "category Groups". My problem has been fixed.

    I really do not know what I did to fix the issue ... but all is well now.

    Thanks again ... and have Merry Christmas and a Happy New Year.
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