In the income and expense by category reports I get expenses showing up in the income section
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Nancy Selllers
Member ✭✭
The categories are set up as expenses but show as income
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Best Answers
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If you haven't already, I suggest you check the transaction entries to determine if they're assigned a tax-line item that is income.5
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A tax-line assignment will override the category type in the report.Nancy Selllers said:All of the expense transactions are either Medical Insurance or Medical Expenses and they show up in the income section. They are definitely categorized as Expenses. They are auto pays, payments by check and by credit card.
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Answers
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If you haven't already, I suggest you check the transaction entries to determine if they're assigned a tax-line item that is income.5
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Please elaborate upon these transactions ... and what type of account they're showing up in.ALSO, have you looked that the Category for those transactions and confirmed that they are Expense categories in your Category list?
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
Thank you. I will do a little research and get back to you.0
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All of the expense transactions are either Medical Insurance or Medical Expenses and they show up in the income section. They are definitely categorized as Expenses. They are auto pays, payments by check and by credit card.0
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A tax-line assignment will override the category type in the report.Nancy Selllers said:All of the expense transactions are either Medical Insurance or Medical Expenses and they show up in the income section. They are definitely categorized as Expenses. They are auto pays, payments by check and by credit card.
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Also, can you show us the individual TRANSACTIONS that make up the ~$5K of "Insurance - Medical". Is that Premiums that you've paid, or reimbursements?Because Premiums are, indeed, Expenses ... but Reimbursements should be posted to what appears to be your "Medical" category ... thus reducing the amount paid there.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
I am SOOOO grateful. The tax-line assignment was indeed the problem. I have put up with this forever. You have really made my day!!! Thank you so much!0
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