Everything else non budgeted categories being subtracted from planning budget

cmclien

I don't know when this started but my windows classic quicken has started subtracting non-budget categories from my planning budget. When I login online that version is correct, showing whats left in my monthly budget without the non-budgeted categories. I tried several categories that I don't have checked to be included in my budget and they all do the same thing.

Quicken Kristina

Hello @cmclien,

Thank you for letting us know you're seeing this issue. To help troubleshoot this issue, could you please provide more detail? When you say non-budget categories are subtracting from your budget, do you mean that they're showing up as "Everything Else" and that "Everything Else" is being subtracted from your amount remaining? Are you seeing this in the budget tab in Quicken, in budget reports, or both?

If you're willing, would you please post a screenshot of what you're seeing? Please make sure to redact any personal information. 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.

I look forward to your response!

UKR

It's my understanding that the programmers are reviewing a recent change in this area.
Until they figure out what to do, here's a workaround which will show your budget properly, without the dreaded virtual categories "Everything else" or "Other".

In the "Select categories to budget" view select only those categories that you wish to show in your budget, at the lowest subcategory level. Do not select the parent category.
For example, in the Auto category select only the actual subcategories that are in use. Do not select the "Other" subcategory. Do not select "Auto", the parent category.
The result is shown in the above image at the left. No "Everything else", no "Other".
The setting "Show parent category rollup" in Budget Actions / View options, when checkmarked, causes the "Auto" parent category to show, with proper rollup totals.

Hope that works for you.

cmclien

Thank you both. Yes the non-budgeted amounts are being subtracted from my "amount remaining" in my budget. This is under planning, budget, I haven't ran any reports. I don't have the "parent" categories selected. And from previous issues I don't have any of the "other" boxes checked.

I am attaching a couple of screenshots, I don't think any personal info is showing. I don't budget "taxes", yet a payment with the category taxes is showing up as "everything else" and being subtracted from my budget amount. You can see in both photos that "tax" is not categorized yet showing up in the budget.