Using the Planning -> Budgets - Personal Income summarizes but Income does not

Dave H

I am trying again to use the Planning Budgeting screen to plan out income and expenses. The majority of income is from IRA distributions and annuity. I have some other miscellaneous income as well plus distributions from a brokerage account.

My annuity account I have grouped as Income (along with my other misc income). I have my IRA

distributions in Personal Income. The Personal Income section rolls out to a summary but the Income group just has dashed line across each month (no rollup). All my expense groups rollup nicely.

I cannot find a setting that is obvious in the Budget area that would control rollup. Is there something I have not set correctly?

Screenshot 2025-03-09 172739.png

Quicken Kristina

Hello @Dave H,

Thank you for sharing your experience. Could you please provide more information about the issue you're seeing? Your screenshot shows the income is expanded while the other information is collapsed. Does clicking the minus sign icon not collapse the income information?

I look forward to your reply!

Quicken Kristina

Hello @Dave H,

I haven't seen a response in a while. Did you still need assistance?

Thank you!