Planning categories don't match transaction categories

don.kostello · July 2020

The categories in my budget planning don't match the categories I have set up in my transactions. Further, it doesn't seem that expenses from these missing categories show up in my budget. How can I make categories from my transactions show up in my planning?

Attached is an example of my fees categories from the 2 places.

Chris_QPW · July 2020

@don.kostello your screenshots don't show what groups these categories are in.

In your category list most likely you are looking under "All Categories".
In your budget there isn't any "All Categories" and as such you are looking under a given group, and that group might not have all of your fee categories under it.

don.kostello · July 2020

I am using Quicken Premier for Windows R27.28 build 27.1.27.28

Bob_L · July 2020

Please select manage budget categories from the budget tab. Then check to see if you are using budget categories and if so have left out some expense categories.

don.kostello · July 2020

The "Planning.GIF" shows the fee expense categories I can choose from, even if I select show hidden, so I don't have the option of adding the same categories

Chris_QPW · July 2020

@don.kostello your screenshots don't show what groups these categories are in.

In your category list most likely you are looking under "All Categories".
In your budget there isn't any "All Categories" and as such you are looking under a given group, and that group might not have all of your fee categories under it.

don.kostello · July 2020

That fixed it, thanks! In my categories Costco fees was somehow under Personal Income, not Personal Expenses, even though the parent Fees category is in Personal Expenses. Changing the category caused the fee category to show up in my budget options. I've got the same question about transfer accounts not showing up, but I'll post that as a separate question.

Planning categories don't match transaction categories

Best Answer

Answers