Expense not showing up in the budget report.
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rap385
Member ✭✭
I am using your excellent Budget in Quicken Deluxe 2020 R25.21. I have placed an entry in the budget for Mortgage payments. The budget report shows zero even though I am making monthly payments. The payments are always entered as a transfer from my checking account to the loan account previously created.
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Best Answer
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To include the loan in the budget report: open the report, press Alt + C, select the Accounts tab, uncheck the loan account, and select OK.5
Answers
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Hello @rap385,
Thank you for reaching out to the Community regarding your issue.
If you are using a transfer category for that expense, then that would explain why it does not show in your budget. Transfer categories are considered neutral and therefore are purposely programmed to be left out of and not calculated into budgets and reports. You would need to use an expense category in order for the amounts to reflect in your budget as well as any reports you create.
Hope this answers your question.
-Quicken Anja-Quicken Anja
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To include the loan in the budget report: open the report, press Alt + C, select the Accounts tab, uncheck the loan account, and select OK.5
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