New category

Rbuckpi
Rbuckpi Quicken Windows Subscription Member ✭✭

when creating a new under subcategory category of categories are out of order. I think it has something to do after creating a new sub category.

Comments

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Explain, please. And show an example of what you're seeing

    Can you please capture one or more images of the parts of your Quicken window showing the issue, 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 a mac

    How do I post a screenshot in the community from windows

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

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Thanks for posting an image, even though you posted it in a different Community discussion.

    The popup selection list you are showing displays all Income categories first, then all Expense categories, in alphabetic order. If a top-level category, aka parent category, has subcategories, they will be displayed indented, also in alphabetical order (see your Association : Associations category pair.)

    If I may comment about categorizing transfers:
    Quicken usually does not categorize transfers as either Income or Expense. Transfer transactions should be categorized with the name of the Transfer-To or Transfer-From account enclosed in [square brackets].
    For example, in your "My Checking" account, if you are recording a transfer to your "My Savings" account, put [My Savings] into the Category field. With this information Quicken will create a pair of linked transfer transactions, one in your My Checking account and a matching one in the My Savings account (except this transaction will show [My Checking] in the category, to show where the money is coming from / going to.)

    If you are attempting to change categories on what should have been real transfer transactions and you currently have two unlinked transactions categorized to a category like "Transfer from Savings", etc., … Please be aware that changing a categorized transfer transaction to a linked transfer transaction will not automatically fix the two unlinked transactions. You will end up with what appears to be duplicate transactions in one of the accounts. To fix, delete the incorrectly categorized transaction and leave the correctly linked transfer transaction (the one using [brackets] around the account name) unchanged.

    Do be sure to create a backup of your Quicken data file BEFORE you start making changes involving multiple transactions. Should something go wrong, you want to be able to fall back to a known good copy of your data file by restoring the backup.

  • volvogirl
    volvogirl Quicken Windows Other SuperUser ✭✭✭✭✭

    And why do you need to make your own categories for transfers? Are they transfers to accounts you don’t keep in Quicken? When you enter a transaction in your checking account to transfer it to savings you just enter the saving acct name in square brackets for the category like [Wells Fargo Savings]

    I'm staying on Quicken 2013 Premier for Windows.

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Echoing the reply from @volvogirl. In Q, a category represents an Income or Expense item. Transfers are neither … they don't make you any richer (income) or poorer (expense). They just move money from one pocket to another.

    You might want to look into "Cash Flow reports" to see your money movement between accounts.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Rbuckpi
    Rbuckpi Quicken Windows Subscription Member ✭✭

    under category report I run an income report and income show .net What does that mean and how is it removed?

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Do you have a category, perhaps Hidden, by that name? WHERE, in what column, does that show? Are there any txn associated with it?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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