Want to Budget Category order to be able to be customized between categories and sub-categories

Dollar_Kiwi
Dollar_Kiwi Quicken Mac Other Member
in Budgeting and Planning Tools (Mac)

On my MacClassic / Cloud version of Quicken, I'd love my budget to reflect categories based on payroll (personal income) stub information so that I can have an order similar to:

[A} PERSONAL INCOME:

1. Gross Salary

2. Other income sub-categories that I can custom-order, e.g.

2.1 Bonus(es)

2.2 New Hire Office Allowance(s)

2.3 Imputed (custom order)

2.3.1 Medical deductions (imputed earning)

2.3.2 Dental deductions (imputed earning )

…

3. Deductions - Pre-tax (custom order below too):

3.1 401 K

3.2 …

4. Taxes

4.1 Federal Income Tax

4.2 Medicare

4.3 Social Security

4.4 State Tax Withholding - CA

4.5 SDI Withholding - CA

4.6 …

5.0 Deductions - Post-tax (custom order below too):

5.1 Medical - Post-tax

5.2 Dental - Post-tax

5.3 STD - Post-tax

…

10.0 Net Pay (custom order below too):

10.1 Total

10.2 Distribution to Credit Union / Bank 1

10.2Distribution to Credit Union / Bank 2

10.3 Distribution to …

10.4 Distribution to …


[B] BUSINESS INCOME (custom order below too):

1.0 Consulting Income

2.0 Other Income

3.0 Others ….

…

10.0 Total Business Income

11.0 Net Business Income

[C] INVESTMENT INCOME (custom order below too):

…

[D] OTHER INFOME (custom order below too):

…

*******************\*-
TOTAL INCOME FROM ALL Sources (custom order below too, but default to order above of [A], [B}, [C], [D], …{adligne):
  1. Personal
  2. Business
  3. Investment
  4. Other
  5. …

10. Total

End ::

Tagged:

Comments

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    The only way to control the order of categories in the budget would be to use numerical prefixes, as categories are sorted alphabetically. So you''d need to use enough digits, and the same number of digits, for all categories. That is, an alphabetic sort could result in non-numerical order like 2.1, 2.10, 2.11, 2.1, 2.2; to prevent that, you'd name your categories like 2.01, 2.02, 2.10, 2.11, etc. Plan ahead so that if you'll have double or triple digits, you include them on all category names so they will sort in the order you want: 02.01, 02.02, 02.10, 03.01, 10.01, 12.01, etc.

    That said, editing your category names like this means the category names will be like this everywhere in the program — in dropdown lists, in reports, and in the budget. If you just want this custom ordering for the budget, you probably wouldn't want the numeric prefixes on your categories.

    Also note that sub-categories will always appear under their main category; there is no way to have a sub-category from one category grouper with a su-category from another category.

    Quicken Mac Subscription • Quicken user since 1993

Categories