basic expenses line in budget shows no vaules when collapsed

mjmjj · November 3

If I expand it, I can see the individual amounts so I know they are there. But I have an issue with the totals balance and the rollover amount shown.

mjmjj · November 5

All income is in the Basic Income Group. And all is in the default "Personal Income" category which is then split into further sub-groups that I have defined.

There would be a few individual "expense-type" entries as I include tax payments in this category. For me, this gives me a clearer "net income" picture in the income report. That has never seemed to create any issues in the past and as far as I can tell, is not doing so presently. It does also seem to correspond to the Exception you noted in your Nov 3 reply above.

I have now finished cleaning up the budget categories and sub-categories. The only real issue I found in doing that was the the "Everything Else" categories that Quicken automatically adds. I cleaned these up by properly categorizing these entries which no all show zero.

The "Basic Expenses" total line, however, still shows no total amounts - the reason for my original post. But as that by itself is not causing me any issues, I can live with it as a curiosity.

Regards, Mike

UKR · November 3

More details including an image snapshot or two might be helpful so that we can see 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.

mjmjj · November 3

I have left out the line below which is "income" and it does show the totals.

If I did click on the "+" to expand the "basic expenses" all the individual items would show. One of the reasons I want to investigate this as I am have other problems with Budget categories and I wondered if this problem might be linked.

Regards,

Mike

UKR · November 3

Thanks for the image.
You appear to have defined "Category Groups" for your expense groups to use your own Category Groups instead of the defaults by Quicken, e.g., Personal Income, Personal Expense.

Within your Category Groups, are you per chance mixing some Income categories together with Expense Categories?
The budget process is said to have problems with mixed category types within a group. Income categories are supposed to be kept in separate Category Groups.
(Exception: Expense categories which received an unexpected deposit or refund and are negative for a month)

mjmjj · November 3

thanks for another quick response. I will go back and review the categories and groups that I am and have been using. I have been constantly revising them as I am trying to make the budget reports clearer and simpler. But it is still a bit of a work in progress. I think I might be better off wiping the slate clean and starting afresh. But I will first check out what you say in your response and let you know the outcome.

Thanks again for you help,