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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  • mshiggins
    mshiggins Quicken Windows 2017 SuperUser ✭✭✭✭✭

    @JRHiggins5585 hey cousin, are you still needing assistance?

    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the Quicken Windows FAQ list

  • mshiggins
    mshiggins Quicken Windows 2017 SuperUser ✭✭✭✭✭

    @JRHiggins5585 are you still needing assistance? Fellow Higgins here, ready to assist!

    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the Quicken Windows FAQ list

  • JRHiggins5585
    JRHiggins5585 Quicken Windows Subscription Member ✭✭

    Validating the data file seems to have fixed the problem. Thanks for the help!

  • Quicken Laura
    Quicken Laura Quicken Windows Subscription Moderator mod

    Hi @JRHiggins5585,

    That's great news! I'm glad to hear the issue was fixed.

    Don't hesitate to reach out if you have more questions.

    Quicken Laura

    Make sure to sign up for the email digest to see a round up of your top posts.

  • mzhcss
    mzhcss Quicken Windows Subscription Member

    I have the same problem: Starting my first budget, automatic option (non-manual). No expenses show in the budget. I go to Select Categories to confirm that Quicken has chosen them, and it has. I tried the solution above (Validate Quicken File), exited Quicken and restarted Quicken. Still no expenses.

    If I go to the Select Categories again and select Income categories, the entries for income will show, but not the data.

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    https://community.quicken.com/discussion/comment/20542999#Comment_20542999

    Sometimes a picture is worth a thousand words …
    Can you please capture one or more images of the parts of your Quicken window showing the issue, sensitive information cropped or blacked out as necessary to protect your privacy and attach the image(s) here?
    How do I post a screenshot in the community from a mac

    How do I post a screenshot in the community from windows

    Please save images to files of file type PNG or JPG only.

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