Category List

Options
TPao
TPao Member ✭✭
I used to show Business Expense, Business Income, Personal Expense, Personal Income.

Now, Business Income is not showing, although If I ask for all categories they are listed
And when I ask to see Business Expenses no categories show up

Answers

  • UKR
    UKR SuperUser ✭✭✭✭✭
    Options

    When reviewing your Tools / Category List please make sure that
    • the Category List is set to "Show Full List" and
    • "[x] Show hidden categories" is selected and
    • the list is sorted by category (if the Category column title does not have a "▲" in it, click the title to sort the list) and
    • the grey sidebar is set to show All Categories

  • TPao
    TPao Member ✭✭
    Options
    Already done all that. I'm saying in top left the CHOICE doesn't exist
  • volvogirl
    volvogirl SuperUser ✭✭✭✭✭
    Options

    Check this.

    To be included in business reports (and I don't know where else) you have to assign the category to a schedule C or E tax line item number.  To check the tax line assignment open the Category list by either clicking on the Category Icon or go to Tools-Category List or Ctrl+Shift+C.  Then select the category and right click on it to Edit it.  Click on the Tax Reporting Tab and check the box for Tax related and pick a Schedule C or E: tax line item.

    I'm staying on Quicken 2013 Premier for Windows.

  • TPao
    TPao Member ✭✭
    Options
    This was fine 1 day ago. Now the choice doesn't exist in the dropdown.
  • UKR
    UKR SuperUser ✭✭✭✭✭
    Options

    Did you downgrade your subscription to a lower feature level?
    What feature level are you using (Deluxe, etc.)?

    Can you please capture one or more images of the Category List view showing some of those Business Categories, sensitive information blacked out as necessary to protect your privacy but annotated to describe the situation, and attach the image(s) here?
    How do I post a screenshot in the community from windows

    How do I post a screenshot in the community from a mac

    Please save images to files of file type PNG, JPG, or GIF only. They're easier to work with than PDF files.

  • TPao
    TPao Member ✭✭
    Options
    Quicken Deluxe Online, NO Changes. See photo there should also be Business Income (It was there 2 days ago).
  • Rocket J Squirrel
    Rocket J Squirrel SuperUser ✭✭✭✭✭
    Options

    Quicken is weird with category groups. I am running Premier and yet it wants to present Business and Rental Expenses (but not Income). I believe at some point my data file became polluted, possibly due to beta testing with it.

    If you are running Deluxe, I believe you "should not" be seeing Business Expenses just as I should not.

    Quicken user since version 2 for DOS, now using QWin Biz & Personal Subscription (US) on Win10 Pro.

  • UKR
    UKR SuperUser ✭✭✭✭✭
    Options

    Thanks for the partial image. However, it doesn't help me debug the reported problem.
    You mentioned that you can see Business income categories when you set the left sidebar to "All Categories".
    Can you do that please and show me the complete Category List view, with all columns included, scrolled to show one or more of the Business Income categories? I would like to see how they are defined.

  • TPao
    TPao Member ✭✭
    Options
    So, we're a non-profit. This was set up YEARS old and successfully moved to the latest version. So, contrary to someone's comment I believe they should be BUSINESS Expenses and BUSINESS Income. Maybe 5% are PERSONAL which I can't figure out how to change. Here is a screenshot showing some items. The choice for BUSINESS INCOME was there 2-3 days ago. Thanks
  • UKR
    UKR SuperUser ✭✭✭✭✭
    Options

    Thanks again for the image.
    AFAIK … The problem is that a category, in order to be associated with the Category Groups of "Business Income" or "Business Expense", the category must be assigned as a taxable line item and associated with an appropriate tax line item from Schedule C, even if you file different tax forms. Your tax line items are all blank.
    In previous versions of Quicken you were able to manually assign a Category Group. Nowadays the category group is determined by the tax line item.
    To prove this, edit the "110 Mission Appeal" and its subcategory. Assign a tax line item from Schedule C, income and mark as a taxable line item.
    Once changed, the Business Income sidebar entry should appear in the Category List and in Planning / Budgets.
    If it does, you need to change all other business income and expense categories to appropriate Schedule C line items and mark them as taxable line items.

  • volvogirl
    volvogirl SuperUser ✭✭✭✭✭
    Options

    Do you need to see how to assign a tax line?

    I'm staying on Quicken 2013 Premier for Windows.

  • TPao
    TPao Member ✭✭
    Options
    No, as a nonprofit we do not do any tax line associations. Again, fine 2 days ago, now broken.
  • UKR
    UKR SuperUser ✭✭✭✭✭
    Options

    Even if you, as a nonprofit, don't use any tax line assignments, to make Quicken work the way it's designed to, you will need to assign Schedule C tax line items to all business-related categories.
    For tax reporting purposes, Quicken only supports individual tax payers using Form 1040 and small businesses as sole proprietorships, reporting on the owner's 1040 plus Schedule C, E or F forms.

  • TPao
    TPao Member ✭✭
    Options
    I understand what everyone is trying to say. But it was OK 3 days ago. So, thanks, but this does not resolve this anomaly.
  • RalphC
    RalphC Member ✭✭✭✭
    Options
    Your Category list filter is set to Used only. See below. Change it to Full list.
  • TPao
    TPao Member ✭✭
    Options
    Already tried that. They show up when I do that. But the choice to filter top left does not include BUSINESS INCOME!
  • UKR
    UKR SuperUser ✭✭✭✭✭
    Options

    Did you recently update Quicken to the Release R 50.5 patch level?
    If you haven't done so already, I'd say it's time to call Quicken Support on the phone during posted hours of operation and report this as a possible new bug referencing this discussion. Let them do a screen share session with you to review the situation on your computer, to determine the nature of the problem and to figure out how to fix it.

    Quicken Support:

This discussion has been closed.