How do I make payees in the Income list appear in my budget?

Professor T
Professor T Quicken Mac Subscription Member ✭✭

This is on an M1 Mac running Quicken Version 7.8.2 (Build 708.53926.100)

I see Dividend and Interest income in the Income/Investments section of my budget, but I can't seem to enter a new source of income (payments from my university to me).

It should be simple, but maybe I'm just stupid. Please help.

Comments

  • Professor T
    Professor T Quicken Mac Subscription Member ✭✭
    edited August 2

    Here is the place where I have added an income payee, but this source does not appear in my budget.

    [Edit - Removed Personal Information]

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Professor T,

    Have you edited your budget to add this income source? You should see the edit option under the name of your budget.

    Once you're in the Edit Budget screen, you should see a couple buttons near the lower left. There is one that lets you choose the categories, and one that lets you select accounts.

    If the account is not one that was previously in your budget, you will need to add it. Then, go to Select Categories and make sure that income category is selected.

    If you have already followed this process and it's not letting you add it, then please provide more information at exactly what point in the process you're getting roadblocked, and what is happening.

    I hope this helps!

    Quicken Kristina

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  • Professor T
    Professor T Quicken Mac Subscription Member ✭✭

    Thanks. Everything works fine now.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for the follow-up,

    I'm glad to hear it's working now.

    If you need further assistance, please feel free to reach out!

    Quicken Kristina

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