Everything Else solved

Quicken Windows Subscription Member

I have struggled for a very long time with extra categories being added to my budget under planning, and the corresponding budget report.

I called Qucken support asking for help. The agent was not helpful. I asked him to share my screen. Still not helpful. He emailed me a link which explained thatbi need to understand why the everything Else category was being added.

I went to planning where I created my budget. From there I went to categories. I had 5 categories that used subcategories. Then I unselected the top categories that used subcategories.

This simple step solved my problem. The top categories still displayed on my report correctly by subtotaling the subcategories. Which is what I have wanted for the last couple of years.

I hope this may be of help for those frustrated with the devious Everything Else categories.

Comments

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Yes, I explained this to someone in a post recently. Bottom line is that you should ONLY budget at the subcategory level (and only include the lowest subcategories in your budget - Quicken will then show the higher categories going up to the top). If you include budget amounts in both the subcategory and category level and the sum of the subcategory budgets do not add up to the amount in the higher level category Quicken will add the "Everything Else" category and plug in the difference to make the math work.

    Quicken Windows user since 1993.

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