When and why did Income get moved below Expenses in Budget Annual View?
Bradley Roseberry
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Did I miss a change where Quicken decided to move Income categories below Expense categories in Planning/Budget? Or did I make a change, unknowingly, to change the line up? Current to Quicken 27.1.26.23.
20 plus year user of Quicken
20 plus year user of Quicken
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Well here is how they sort for me.Note when you mix income and expenses in a category group and it is put at the bottom removing the categories so that it only has income or expenses in it will not make it go back above 1 or 3 sections. You need to right click on the category group name and there is an option Mixed / Default Group Type -> deselect Ignore
- Category groups with only income categories come first, and are in alphabetical order.
- Paycheck next (only have one so I don't know the sort order, but most likely alphabetical).
- Category groups with only expense categories, and they are in alphabetical order.
- Category groups the have both income and expense categories in them. And they are in alphabetical order.
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Answers
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What Category Groups do you use for your categories?
If you use the built-in Personal Income, Personal Expenses groups for all your categories, then Personal Income lists before Personal Expenses.Home-grown category groups come after these two ... but please don't ask me in what order. I haven't quite figured out that mechanism myself ...To keep it simple, I always recommend the use of the built-in Category Groups.0 -
Been using Quicken standard groups and categories for 20 years. I think it may be due to To: Account and From:Account transfers. I will back test this and let you know.0
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Bradley Roseberry said:Been using Quicken standard groups and categories for 20 years. I think it may be due to To: Account and From:Account transfers. I will back test this and let you know.
What, exactly, are the names of the Category Groups that you use?
There's a difference between "Personal Income" and "Income", the latter having been used as a standard group for a few years.
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Well here is how they sort for me.Note when you mix income and expenses in a category group and it is put at the bottom removing the categories so that it only has income or expenses in it will not make it go back above 1 or 3 sections. You need to right click on the category group name and there is an option Mixed / Default Group Type -> deselect Ignore
- Category groups with only income categories come first, and are in alphabetical order.
- Paycheck next (only have one so I don't know the sort order, but most likely alphabetical).
- Category groups with only expense categories, and they are in alphabetical order.
- Category groups the have both income and expense categories in them. And they are in alphabetical order.
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P.S. All of this was done in the Annual view, didn't check out what the graph view does.
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Perfect unchecking Ignore did the trick. I suspect it was due to the Transfer From Savings that caused it.
Thanks for bulldog-ing this one down for me.0 -
@Bradley Roseberry Your welcome. I actually never checked where the "Transfer XXX" from show up in the list.
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