Tracking Income in the Budget

Unknown
Unknown Member
edited October 2018 in Budgeting and Planning Tools (Mac)
After a bit of poking around I was finally able to figure out how to manually enter a "deposit" transaction.  But, my manually entered deposit isn't showing up as "income" in my budget and I can't figure out where the budget pulls "income" from.  I've clicked on so many things and I can't find a way to edit "income".   Help!!!


Note: This conversation was created from a reply on: How do you manually enter a deposit in Quicken on a Mac?.

Comments

  • Bob Myers
    Bob Myers Member ✭✭✭
    edited January 2018
    You need to enter the deposit with a category that you set up as income.  
  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭
    edited July 2018
    Hey Lisa, 

    Sorry you're experiencing this difficulty! 

    I would start by going to Window up on the top menu bar and then Categories

    image

    Make sure that the category is listed as income expense and income are in the top right of the image.

    Next I would go to the Budget Tab and select Edit Budget

    image

    Selecting Edit Budget will then open this screen where I would add the category to the budget

    image

    Lastly the transactions that need to reflect in the budget under this category need to be categorized as this category.  When I new category is created that then has to be added to the budget.

    Hope this helps!
    ~~~***~~~
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