More of a problem than an idea with budget report on the Mac not reporting income

chip.gilbert

I just spent some time with chat support. I have a budget, have selected my Business Income category on budget. I am using the new invoice functionality.

On the budget report it does not show the Business Income category that does show on Schedule C and Business Income statement. However in the Check Register the Category on the cash receipt from Invoicing shows Client Payment, which is not a real category for the budget report.

I would hope this could be reviewed as future "fix/enhancement" as it makes no sense to not be able to budget this income.

Thank you

Quicken Jasmine

Hello @chip.gilbert,

Thank you for bringing this issue to our attention. I have reached out to my team for further information regarding whether this issue should be submitted as a bug or remain an idea.

Quicken Jasmine

Hello @chip.gilbert,

I plan on submitting this issue as a bug rather than an idea. In order to assist me with creating the ticket to send to my team, it would be helpful if you could respond here with the exact steps that you take to recreate this issue as well as any troubleshooting steps you have taken in an attempt to resolve this issue. You can also navigate to Help > Report a Problem to submit a problem report, please include a sanitized data file and any screenshots that you have.

Let me know once you have done so, thanks!

chip.gilbert

Hello @Quicken Jasmine

Sorry just seeing this. I did do a call with tech support, would there be details you can refer to for that? The issue is that when adding the Category for revenue, even though it appears on the tax reports, the issue seems to be that in the register when using Invoicing, the Category in the check register shows to be Client Payment, not the Revenue category. When selecting accounts for the source on the budget there is no possible option to select Client Payment.

It's difficult to explain, but if using Invoice and the revenue category comes from the item on the line of the invoice, it will show that revenue on the tax reports when paid, however the budget doesn't pick it up.

I would hope you could look on my account for the recent support issue? I would hope she documented the problem although she didn't seem to interested in helping to get it to development, suggested I put in for an Idea, which you obviously picked up that it should be a bug.

Let me know if there is something I can help with here but I've outlined briefly what it takes to recreate it, and it's on a cash basis. In the end what happens is I don't see the expected revenue because it doesn't show on the budget.

Chip

chip.gilbert

@Quicken Jasmine I did use the option to briefly report the problem with a screenshot, hopefully that is enough to help.

Chip

jacobs

@chip.gilbert @Quicken Jasmine This seems to me to be part of an overall design flaw in the invoicing functionality. In a budget, the category to be budgeted should be the category created for the business revenue or expense. But revenue from invoices is not visible in the budget. That is, if I create an invoice for $100 for a client, using the business category "Consulting Income", the $100 in revenue is not visible in the budget, either before or after the invoice is paid.

But it's not just budgets. The same applies to reports. A transaction report or summary report does not show the $100 in Consulting Income. The only way to see this revenue in a report is to create a Business Income Statement, and then drill down on the Consulting Income amount.

It simply seems that Quicken's reports and budget haven't been updated to incorporate income and expenses coming from the invoicing part of the program. Am I missing something?

Quicken Jasmine

Hello @jacobs and @chip.gilbert,

Yes, that is correct. I have reported this as a bug/missing feature. I will update this thread once I receive more information.

Thanks!

(CBT-586)