Problem with Categories, i.e. Income not showing up under Budget Planning resolved / workaround

Jeeter

Summary:

I had a problem where my Income categories would not show up in my budget planning. I traced the problem to assigning ALL of my income items to Custom Categories Groups I created. The fix/workaround is to leave AT LEAST ONE item not assigned to a Custom Category Group.

Details:

Windows 11 Home, R60.15 Build 27.1.60.15

Quicken has a default Category Group, "Personal Income". You can create your own custom Category Groups and assign Categories to your Custom Group. ("Tools" menu, "Category List", "Options" button, select "Assign Category Groups"). If you create and assign all of your "Personal Income" default group items to custom your categories , your custom categories will show up in the Planning/Budget tool "Manage Budget Categories", and you can select them, but they will not appear on the budget planning sheet. Note that the default "Personal Income" category does not appear in "Manage Budget Categories".

If you leave one "Personal Income" group item unassigned, "Personal Income" shows up under "Manage Budget Categories", and your custom categories will work. You do not have to select anything from "Personal Income" for this to work. It can be a hidden category. If you deselect the show hidden items radio box, the "Personal Income" group disappears from "Manage Budget Categories" if it only contains hidden categories.

I presume that this issue will occur with all of the Quicken default categories (e.g. "Personal Expense") but I did not test that.

Quicken Jasmine

Hello @Jeeter,

Thank you for coming to share! I have reached out to my team for further information.

Quicken Jasmine

Hello @Jeeter,

Could you please navigate to Help > Report a problem and submit a problem report with log files, a sanitized data file, and screenshots (if possible) attached to contribute to the investigation?

Please let me know once you have done so!

Quicken Jasmine

Hello @Jeeter,

This issue has been reported for further investigation. There is no current ETA, however, I will update this thread with more information once I have received it.

Thanks!

(CBT-492)

Quicken Jasmine

Hello @Jeeter,

Would you mind providing screenshots of what you are seeing in regard to this issue? If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments. Please remember to redact any personal information as needed.

Thanks!