How do I prevent custom category groups from being duplicated in the Budget display

Tom Craig

I created a custom category group "IRA Distributions" to include all transfer out of my IRA accounts. I go the my budget, select Manage Budget Categories, select "IRA Distributions" and the "FROM" transfers in the category, and press OK. The "IRA Distributions" category (and all transfer accounts) appears duplicated in the display. Note that the income amounts are not doubled. There was another post about this, but there was no conclusion and the thread was closed. I would be happy to send a screen capture that includes the amounts, but won't post it for consumption by the general public. I did attach a screen capture that shows the duplicated category.

Chris_QPW

The usual cause of this problem is that you have a category group that has both income and expenses in it.

When you add in transfers it might get even worse.

Tom Craig

My category contains only transfers.

Chris_QPW

Hmm I tried to test this, but when I only had transfers in a custom category group it wouldn't show up at all in my budget when selecting those categories.  I had to put an expense category into that custom category groups to get it to show up in my budget, and when it did, it only shows up once.

Quicken doesn't seem to work correctly with custom categories groups that have only transfers in them.