Cannot Get Subcategory to include Transactions added to it
I have set up a subcategory in my Pension Category. However, the transaction does not show in the subcategory. If I put the transaction under Pension, it reflects under Everything Else. Any thoughts on what I am doing wrong? Thanks
Answers
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Did you edit the transaction so it uses the new subcategory?
Where do you want the subcategory to show? - In a report? Which report? One of the built-in reports or one you have customized and saved?
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I want it under PLANNING for Budget purposes. I have edited to be in the new subcategory but it doesn't show up at all. It only shows if I list the transaction under the Category, Pension. I have added it to be viewed under Manage Categories and checked the box but no luck.
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Not sure how but I fixed it! Thanks.
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Not sure how but I managed to fix it. Thanks!
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To include a new subcategory in your budget, click on Manage Budget Categories at the top right of the main budget page and check the box for the new subcategory. But it sounds like you already did that.
Maybe you need to exit and restart Quicken or something to get the budget to update.
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