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Sub category not included in summary total

jtgostars

Using Quicken for Windows version R60.20 Build 27.1.60.20 on Windows for Home 11

Is there a logical reason why all amounts (including sub categories) under a primary category are not being included in the summary total for that category?

In attached screen shot I have a primary category of "Pets". Within that category I have 6 sub categories. One of the sub categories has another level of 2 more sub sub categories. However it appears as though the total for sub category that is broken down further is not included in the overall primary category's summary total.

The totals for the 5 sub categories is 835+300+480+180+615 = 2,410 which is the total displayed for the primary category of Pets. The total of the subcategory with the sub sub categories is properly shown as 1,340 (440+900). But that amount is excluded from the primary total. I was expecting the summary total for Pets to be 3,750 (2,410 + 1,340)

Is it a requirement that if I have a sub category broken down into additional categories then all other sub categories need to also be a sub sub category of something in order for the totals to be correct? If so why? Is the quicken database not able to handle mixed levels of data?

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Comments

Quicken Anja

Hello @jtgostars,

I apologize for any inconvenience this issue may cause you.

I attempted to replicate the issue but was unsuccessful in doing so. To further investigate this issue, I will need to gather some additional information.

When did you first notice this issue started? Did anything significant happen before you noticed (e.g.: installed a new update, ran One Step Update, etc)? Could you please tell us where your data file is stored on your computer? Is it in a folder located on your local hard drive (C: drive), or in a cloud-based/external drive (e.g.: OneDrive, DropBox, USB, etc)? Also, do you happen to sync your data file to the Quicken Cloud? And if so, do you do that with the purpose of using Quicken on the Web and/or the Quicken Mobile app?

Check back and let us know! Thank you.

jtgostars

I just noticed it today. I have been working on my budget the last couple of days and was reviewing the final draft when I noticed this.

I would have whatever the most recent update is for my product and would have installed it on the day it was released

Data file is located in the Quicken folder on my local hard drive

I do not sync my data with Quicken cloud

I do not use Quicken on the Web or the Quicken Mobile App

One other comment is that even though the "sub total" for the sub category with sub sub categories is not included in the primary category total it is included in the overall total for all personal expenses

jtgostars

https://community.quicken.com/discussion/comment/20469829#Comment_20469829

Here are the screen shots of the Category list and how these particular categories are set up

UKR

Something doesn't look quite right in the submitted images.
In each category, one of the radio buttons Income, Expense or Subcategory of … MUST be checked.
Pets must be Expense, every subcategory must be checked as Subcategory of Pets and the sub-subcategories Food and Treats must be set to Subcategories of Food & Treats.

Are the missing radio button selections just an artifact of the low-resolution images or are they really unselected?

BTW, you can have up to 16 nested subcategory levels if you so desire.

jtgostars

I checked my version of the images and this is what I am seeing

Pets Primary Category - "Expense" radio button is selected

Pets:Food & Treats Sub Category - "Subcategory of" radio button selected with Pets selected in the drop down

Pets:Food & Treats:Food Sub Sub Category - "Subcategory of" radio button selected with Food & Treats selected in the drop down

jtgostars

It appears the only way for all categories to "roll up" to the primary category is to insure there are no mixed levels of sub categories i.e. some stand alone sub categories and some sub sub categories. It looks like you must have all of them be at the same level under a prime category. I went in and created other sub categories besides the Food & Treats one and then classified all remaining categories to be a sub sub category. So all my categories under Pets are now sub sub categories and they all properly roll up to the total Primary category is now correct (attached screen shot)

This would definitely be something I think Quicken should think about changing