Created a budget in Quicken Classic subscription (Windows) Need help

isla88

I created a budget and am having issues with a credit card I have. I sync my Capital One card which has its own account in quicken and pay the credit card out of a bank checking. I am seeing all the various charges and can categorize these within the Cap One credit account in Quicken but when I pay the total charge out of my checking account this is not translating over to my budget. It looks like I have to "split' the payment in the bank account in order for all the various charges to show up in the budgeted categories I created. Is there any way to get the synced downloaded charges for the Cap One card account to also show up when I make the payment out of bank checking.

Seems like a lot of work to have to manually enter "split" all the charged in the bank checking account in order to show up in the budget.

I just created this budget in January so new to working with a budget. I am also noticing that the total budget amount I fixed monthly seems to be changing. I did set for things to carry over monthly if under/over but why is the top number for the budget changing. So far I am only into month two of this now.

Any help or direction is appreciated.

Thank you!

NotACPA

Budgets deal with income and expense items. A purchase with your card is an Expense.

Paying your card is a transfer, neither Income nor Expense. A transfer is like moving your wallet from one pocket to another … as a result you're neither richer nor poorer.

mshiggins

@isla88

Which accounts have you selected to be used in your budget?