Budget Report - Account Missing

stevebarr32
stevebarr32 Member ✭✭✭
in Reports (Windows)

I use the budget report to track my budget vs. actuals. I have investment accounts set up. When I need to transfer funds from an investment to my checking account, I record it in the checking account as a deposit with the investment account as the category. I record the transaction gross of taxes and show taxes separately as part of a split transaction. For example, a $10,000 investment withdrawal and $2,000 income taxes is shown in 2 separate lines of a split transaction in an $8,000 deposit to my checking account.

In my budget report, the $10,000 is not showing up, yet the $2,000 is displayed.

I have no idea why the investment withdrawal is not showing.

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Comments

  • Quicken Carlos
    Quicken Carlos Quicken Mac Subscription Moderator mod
    edited April 7

    Hi @stevebarr32,

    Thanks for reaching out to the Quicken Community!

    Let me ask a few questions to better understand the issue:

    • Can you upload a screenshot of the transaction that is missing from the report?
    • What type of report are you running? Is it from the Reports section?
    • Have you checked that all the categories you want to see are selected in Manage Budget Categories, including the accounts (for transfers)?
      Screenshot 2026-04-07 at 7.39.05 AM.png

    This will help us pinpoint what’s going on and provide the best guidance.

    I look forward to your reply!

    Quicken Carlos

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  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭

    So the entry is:

    Debit (increase) Checking Account $8,000 split as
    Credit (decrease) Investment Account $10,000
    Debit (increase) Taxes Categories $2,000

    and debits equal credits.

    The $10,000 is not an income or expense event, it's simply a transfer from one Account to another Account and that, normally, is not shown on a budget. (With a bit of customization you can get that $10K to show up as an ersatz form of "income", but it's still not income.)

    On the other hand the $2,000 amount IS an expense and, accordingly, shows up in the report.

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