Budget Offset

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Churchlady
Churchlady Member ✭✭
in Budgeting and Planning Tools (Windows)
Budget is all set. We have a 1000.00 budget category 9100 called curriculum. The first expense of 300.00 shows in the budget leaving 700.00 balance. I received 110.00 in payment toward that expense. Made a deposit using 9100 category. Why doesn't the balance in budget change to 810.00?

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  • GeoffG
    GeoffG SuperUser ✭✭✭✭✭
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    You are attempting to combine income and expenses. If the expense is "9100" you need an income category to track whatever income you need in an income category. To see the net result, you would run a budget report to show the totals by category.
    cmCb324rv9.png

  • Churchlady
    Churchlady Member ✭✭
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    Thank you. I use Quicken Deluxe for another account and a deposit using the same expense category changes the ending balance in the budget. Can't figure why it doesn't do the same thing in the other account I handle. I'll take your advice!! Thanks again.
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