Category Group Totals in Quicken Budget Report

sNashville

@Chris_QPW said in this closed discussion https://community.quicken.com/discussion/7907407/category-group-totals-in-quicken-budget-report "If your custom category groups have a mix of income and expense categories (something I recommend against) then Quicken doesn't know if this should be treated as income of expense. If you right click on the category group name you can select Income or Expense."

Where and how do you do that? I've tried and haven't figured it out.

Chris_QPW

Right click on the category group name in the budget, and menu will come up "Mixed / Default Group Type".

sNashville

Found it and marked all category groups to ignore. Did not resolve it fully. Still have category groups that are not totaling. Note, some of those category groups have transfer categories in them "TO/FROM [account-name]"

Chris_QPW

That is about what I expected, especially if you have transfers in them.  Even though there is that setting and helps for some cases, Quicken really doesn't work properly when you mix groups like that.