Update Income in Budget Module

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P Shaul
P Shaul Member ✭
edited March 2022 in Budgeting and Planning Tools (Windows)
:/ how do you update the budget for income? There is no apparent place that allows this except on the mobile app one month at a time in a very cluncky interface.

Answers

  • bmciance
    bmciance SuperUser ✭✭✭✭✭
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    You need to select the appropriate income categories under "Manage Budget Categories".  You can then click on "personal Income" to pick the income categories you want.



    Once you select the categories you can enter budgets for them.


  • P Shaul
    P Shaul Member ✭
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    No, they do not show up. I need to update the budget AMOUNTS not the categories. But, thanks for trying.
  • bmciance
    bmciance SuperUser ✭✭✭✭✭
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    Are you saying you selected the categories but they don't show up in the budget tool?
  • P Shaul
    P Shaul Member ✭
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    correct - only expenses.
  • bmciance
    bmciance SuperUser ✭✭✭✭✭
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    Well, they should.  I wonder if this is another one of those issues caused by syncing with the mobile app.  I refuse to use the mobile app mainly because of the quirky issues it can cause.


  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
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    A screenshot of you "Select Categories to Budget" dialog might help.  You can drag and drop an image on the comment box to attach it.
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  • P Shaul
    P Shaul Member ✭
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    Again the categories are selected, they just do not appear in the primary Budget module screen -- only the expenses show. Both appear in the Budget Reports/.
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
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    Are these categories in built-in category groups like Personal Income, or custom categories?
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  • P Shaul
    P Shaul Member ✭
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    Thanks to everyone for assisting. Topic is closed until I get a reply from Quicken which I requested yesterday.
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
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    P Shaul said:
    Thanks to everyone for assisting. Topic is closed until I get a reply from Quicken which I requested yesterday.
    How did you request it?
    If you used:

    Help -> Report a problem, you aren't going to get a reply.

    Other than this forum the only way you are going to get a "reply" is if you contact Quicken support:
    Contact Quicken Support
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This discussion has been closed.

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