I created a new sub category under INS, but it doesn't show up in the report.

Question

For a year I've had a category called INS, and a sub category called INSKim.  When I show the budget report, INS, INSKim, and OtherINS all show up.  I created a second sub category under INS called INSJim, but it doesn't show up in the report.  I opened the customize - category - field and made sure it was checked, but it still doesn't show up.  I added a third sub category name INSVia with the same result.  How do I get them all to display?

Thanks, -jim

jdmcgehee · Answer

I changed the title as you suggested.  Thanks for your help!

Quicken Kristina · Answer

Thank you for your reply,

I'm glad to hear you were able to get those categories to show up in the budget report now.  I'd recommend reviewing UKR's post (right above this one) if you haven't done so already.  Did you have any specific questions about reading budget reports?

Thank you.

UKR · Answer

If you want to keep using your Budget Table named "2022" for 2023 and future years, may I suggest that you rename it to something without the year, e.g., "Budget" or "My Budget".

To do so, in the Planning tab's Budgets view click Budget Actions / View options / Edit Budget Name.

When going back to your saved budget reports, be sure to verify the selected budget name and, if necessary, re-save the budget report, replacing the old copy.