Expense transactions reporting as income on several reports
In the following reports: "This Month" and "Category Summary" several expense transactions are showing as Income. Anyone else seeing this issue? If I go to "Window > Categories" and look at my "Mortgage & Rent" for example, the Type column is "Expense"
Yet, when I view the "This Month" report I am seeing it as Income. Could it be because I have a transfer from my Checking (cash account) to my Debt account?
Yet, when I view the "This Month" report I am seeing it as Income. Could it be because I have a transfer from my Checking (cash account) to my Debt account?
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The "This Month" will show both sides of the transfer in the respective account.
As soon as I recategorize the transaction to a pre-defined expense category that came with the software, the line item correctly moves to the Money Out section. my "cleaning 2" was testing my theory. Any transaction I put with that, goes in Money In, on this report.
I also have an expense called vacation, which is added to my budget. If there is a "negative" expense (meaning I have more money in for that category then money out in a certain month - due to a refund hitting in a different month, for example) - then on the budget monthly view the expense will show up in the income section! I don't want that.
Is this a bug? feature?
Has this been fixed in 2017 for the mac, and is there a fix for 2015. I note that the last reply was 5 months ago, have you dropped support for this issue ?????
However, when I added an expense, like Postage, under "eBay:postage" it also appears under INCOME. The fix was to change the category to "Postage:eBay" as an expense. I hope this makes sense.
Here's how I discovered the transaction that triggered the problem. I created a new major category and related sub-categories, then individually reclassified the affected transactions to use the new categories. I found that after I had moved the one CREDIT transaction that triggered the problem, all the other transactions that were in the old category re-appeared in the report under Money Out. I was then able to re-characterize the transactions already moved to the new categories back to the original sub-categories except for the CREDIT transaction which I left orphaned.
I want to give credit to Quicken support (Carmen) who helped me determine the cause of the problem. Hopefully, Quicken can come up with a permanent fix.