Expense categories not showing up in budgets

JRHiggins5585
JRHiggins5585 Quicken Windows Subscription Member
edited February 23 in Budgeting and Planning Tools (Windows)

We're using Quicken Classic for Windows version R65.29 and have used Quicken since 1990. When trying to create the annual budget, we can't get the expense categories to show up so that we can enter the values. The Income categories are there, but no Expenses show up. I have gone into "Budget Actions" and selected the specific categories we want to track, but none of them show up.

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Answers

  • Quicken Laura
    Quicken Laura Quicken Windows Subscription Moderator mod

    Hi @JRHiggins5585,

    Thank you for sharing the issue with us and for outlining the troubleshooting steps you’ve already taken.

    If you have confirmed that your expense categories are selected under Budget Actions > Select Categories to Budget, the issue may be related to the data file itself. Before proceeding, please also scroll to the bottom of your budget screen to ensure the expense categories are not simply listed below a long group of income categories; they can sometimes be easy to miss.

    If everything appears correct, we can validate the file to check for possible corruption. Please be sure to create a backup before performing these steps.

    To Validate Your File:

    1. Open Quicken.
    2. Click File in the top menu bar.
    3. Select Validate and Repair File…
    4. Check the box for Validate file.
    5. Click OK.
    6. Close Quicken once the process completes.
    7. Reopen the program and review your budget to ensure the expense categories are selected and visible.

    Please let me know how it goes. I’m happy to continue assisting if needed.

    Quicken Laura

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