I am using Quicken 2007 and just recently I discovered an amazing
feature when I did a report on Spending by 'Itemized Categories'.
Much to my surprise I found that all of my salary goes into a
Spending Category called 'Other Auto' -- yes, it is not even in
the income side!
I checked the entire Category List and could not even find
a category called 'Other Auto'. But, there is a Salary item
for me under Income.
Further, my wife's salary is correctly categorised under
First of all, what is happening as I find this (yet another)
irritating Quicken feature. Secondly, could someone
please tell me how this can be fixed.
It is not really that critical as I only use Quicken to
track our charitable contributions, but if it putting
things in strange places, the IRS may call ....
Any help will be appreciated.
On Mon, 21 Sep 2009 18:52:30 -0400, email@example.com wrote:
Found another interesting thing. If I do a 'Reports->
Graphs-> Spending by Category, I do not find my
salary in the the pie or the numbers. (Pity there is
no pie chart for income!)
But, if do Reports -> Spending -> Itemized
Categories, bang! The salary is listed under
'Other Auto' in the expenses. The result is
a huge surplus on the expense side .....
Any *real* suggestions would be greatly appreciated.
The "Other xxxx" categories are pseudo-categories; it normally means you
have categorized one or more transactions to a category that has
subcategories. When a category has subcategories, Quicken tends to think
of it as a group heading for those subcategories; when you assign the
"group heading" category to a transaction, Quicken (usually) reassigns
those transactions to the pseudo-category that is the name of the "group
heading" preceded by "Other " - that pseudo-category is a subcategory of
the "group heading".
As to why your salary would end up there, I'm not totally certain. But I
would check a couple of things.
At one time, there was a problem with split transactions in investment
accounts; don't know if that applies to your salary.
Another thing to look for is what Tax Line Item you have assigned to your
salary; using a Tax Line item that is for "expenses" on a category that is
for "income", has been known to cause Quicken to put the category in the
wrong section of reports.
There's no pie chart for income in this report because the report is
intended to be for "Spending ..."; and because mixing income and expenses
in a pie chart would be awfully confusing. A graph for Income and
Expenses, would most likely be a bar graph.
As to the "missing" Auto/Salary, it's possible that this report doesn't
have the same problem as the Itemized Categories report ... but you might
try selecting all the income categories for the Spending report and see if
the Auto/Salary then shows up in the Expense section.
Dead on -- it is a split transaction as the taxes, 401K, other pretax
deductions, etc. are going to various cash accounts. Is this what you
have in mind?
Checked it. (Category List followed by right click and edit on the
item in the list. Looks okay. 'Group' is Income, 'Type' is Income and
'Tax Line Item' is W-2 Salary or wages, self. Now, here is the thing I
noted -- my wife's properties are exactly the same -- i.e. she is also
"self" and not "spouse" which is available in the pull down menu.
Could this cause the problem?
Well, what I mean is that there could be a *separate* pie chart for
Income: e.g. Main Job Self, Second Job Self, Main Job Spouse,
Second Job Spouse, Armed Robbery, Extortion .... there are so
many ways to make money. Would have been nice to to know if
that slice of the pie was in the right place.
Sorry, I do not get this. When I do an Reprots -> Spending
-> Itemized Categories ->, I get the Income part on top and the
Expenses part in the bottom! Now, is this normal. Just hit me that
there should be no income in an expenses report! This is the "bad"
More fun. I did two other things. I made a report of Spending by
Category, and that is fine. Under Auto, I do NOT see the income!!
I did a reprot on Income and Expense by Category, and, lo and
behold, my salary is in the right place!!!
USER ERROR, my foot :-)
So, do you have a category "Auto", and does it have subcategories, and
have you assigned the category "Auto" to one or more of your transactions?
And while I'm thinking about it; how is your "Salary" category setup?
This is "gross" salary, right? Does it have subcategories?
Most paycheck transactions are split transactions; but what I was thinking
of was when the split transaction was recorded in an investment account
... in your case, when the salary was deposited in an investment account.
Try looking for any mis-assigned Tax Line Items.
You have to read carefully because the Quicken Reports menu uses the word
"spending" as a menu choice and as the title of a couple of reports within
The "Itemized Categories" report is intended to show all categories, both
income and expense.
The "Spending by Category" report is intended to be a report of
"expenses": no income categories are selected, by default. I suggested
you see what happened if you Customized the "Spending by Category" report
to select the both the income and expense categories ... that would make
it much more like the "Itemized Categories" report ... just without the
I can't tell from this description if you selected all categories for this
report ... which would have produced the report I suggested above.
My earlier post WAS a "real" suggestion. Until you get it thru your
skull that it's YOUR error, and not Quicken's, you'll have a great
deal of difficulty.
Further note that, you already stated that your wife's paycheck was
set up properly ... but yours wasn't. That automatically indicates
USER ERROR. Unless you're trying to claim that Q itself set up your
Also your statement "Hmmmm, that does not seem to work (just like
muich of Quicken)." reflects an "I'm right and the software's wrong"
attitude. Such is not conducive to any sort of problem solving.
Your statement is, also, 180 degrees opposite of my experience (and
that of anyone with an open mind). Quicken works extremely well.
It's not perfect granted, but your statement merely reflects your self-
important attitude, and not reality.
Run the expense report so that you can see the "other auto" category (John
already explained how it got there). Now drill down (double click) on the
category to see the actual details then drill own on one of the transactions
so that you are brought back to register. Now you can see how your salary is
coded. It could be the payee name was used for some "auto" expense and Q is
remembering that transaction.
You will need to do a find on the payee or amount and then recategorize the
piece hitting "auto". Then check your Memorized transaction list to see if
you can find the transaction that it is using to categorize the paycheck.
Also check your naming rules and other options.
Also how are you categorizing your transactions? Do you accept each one to
make sure they are properly categorizing the expense & income or do you let
it do it automatically or via "accept all"? This can also led to messy
Yes, I got to the register and saw the entry. Double clicking that
brings up the Scheduled Transaction Form that came with Quicken.
I did not set this up.
Do not understand this. The payee in me, right? And the payer is my
beloved employer, right? I am totally lost with the 'recategorize the
piece hitting "auto". And the next suggestion is utterly beyone me.
I do not even know how to 'do a find on the payee'.
Yes, I have a Scheduled Transation (memorized?)
for the salary and it shows up in Quicken Home.
I never use "Accept All". I go through each one.
Thanks for the help, but much of it is beyond me.
But, I am only interested in one category ... Charity. I suppose
I could just go back to pencil and paper. Just got used to the
nice listing at the end of the year that Managing Your Money
did not me.
No, but you had to specify the information to be used in those transactions.
I would also open the Scheduled transactions and verfiy that it is set up
correctly. It might just be easiest to just delete the existing transaction
and reenter it.
Q "remembers" the information from the last transaction. So when it sees
your name as the payee it is picking up that old transaction that contains
the Auto category. Select Tools>>Memorized Payee list. Look for your name as
the payee and see what category the transaction is displaying.
To do a "find" look under Edit>>Find/Replace. Do a search on your name and
recategorize the transactions in the Auto category to the correct income
I did find the salary deposits (searching by my employer's name),
but there is no "Auto" there. The list does contain lines which
show the pre-tax deductions going to the correct accounts
and the nett salary going to the correct checking account. But, it
does not have "Auto" anywhere. Under "Cat", I see just
Thanks for all the help.
But, first of thanks to Laura and John. It was John's persistent
questions regarding categories and subcategories that helped
to resolve the issue. Not solve, but resolve, as I sitll do not
understand Q's behaviour.
Fixed it last weekend, but this has been a busy week.
As I am going be getting another source of income, I
decided to set up the pay cheque. Just used the usual
'wizard' (default category is 'Salary') and made a fake
transaction. Sure enough, it went to 'Other Auto' in the
report. Thenhit up the idea of creating a subcategory under
'Salary'for the new job. The fake transaction now correctly
landed up on the Income side!! So, I also made my old salary
a subcategory of Income->Salary. Now, everything goes where
it should on the report.
For good measure, I also created a subcategory for my wife's
salary. Now, there are no real entries under 'Salary' other than
two subcategories. It seems to work as far as the report is
Of course, I am no closer to knowing what is really going on.
Thanks to both of you.
Sorry for not being clear on this earlier. Yes, I do have a 'top
level' category called "Auto" and it has subcategories: the
Quicken defaults such as Maintenance, Registration,
Insurance, etc. and a couple I created. And, yes, I
do have transactions in all of those categories. But, I
did not create the subcategory "OtherAuto".
It is gross salary and it gets split between various others -
taxes, 401K, etc. I set this up using the 'wizard', and it
appears all right. I compared mine with my wife's and
the various categories in the 'Edit Current Paycheck
and Enter Into Register' forms (Base Salary, Benefit
Allowance, Employee Contribution Transfer, taxes, etc.) have
the same budget/spending categories. So does the entry
for where the nett salary goes to -- the same checking
account. And, it does get correctly entered into the checking
register -- which is why I have not really noticed it going
Thanks for all the advice. I am at the point of giving in.
(Wife has been arguing for chucking it all into an
accountants face for a while now :-) )
I created various reports and found them totally confusing
as there is a lot of double counting -- credit card payments
getting counted as expenses, which are already counted in
the credit card register. I fooled around with the Categories
tab under 'Customize' and it not entirely clear what is going
where and shown where. Further, I could not save the
Customize settings ....
Next year, I will just keep a sheet of paper and write down
the charitable contributuions.
There is no "Other Auto" category. This is for display purposes only. You
put transactions to the high level account called Auto instead of one of the
I suspect that you wrote a check to yourself for auto expenses and the
transactions coming in are seeing that memorized payee and not your
memorized paycheck but that's just my guess.
BTDT...I found it easiest to create a "credit card" expense category. On the
cc account all purchases get posted to the correct expense category. All
payments are posted to the "credit card" category as a deposit/payment. On
the bank account the payments to the credit card account are posted as
payments to the "credit card" category. If everything lines up correctly,
the "credit card" category will net to zero. You can also accomplish the
same thing by using transfers to/from the credit card account and the bank
account but I found that I ususally messed things up when transactions did
not "match" so the 2 sided transactions worked better for me.
I know you didn't create "Other Auto"; Quicken "creates" it when you use
"Auto" (a "top level" category) in transactions.
What happens if you create your own "Other Auto" category (you may have to
use a slightly different spelling), and assign that to the transactions
that are now categorized to "Auto"?
Like "maybe" you deposit your paycheck in an investment account? I don't
recall which version(s) of Quicken had the problem, but Q2007 might have
been one of them.
If you are depositing your paycheck in an investment account, what happens
if you create a New (test) Quicken file with your paycheck setup - then
try depositing a paycheck into an investment account and looking at the
report; then deleting that paycheck transaction, and depositing the same
paycheck transaction in a checking account and looking at the report.
Have the same Auto categories setup.
Transfers in reports can be controlled at three levels.
High level control is found on the Advanced tab in the Customize dialog;
there you can Exclude All transfers, if you like. [Excluding "Internal"
transfers will eliminate just the "opening balance" and similar "balance
Mid-level control uses the list of categories on Categories tab in the
Customize dialog. There you can eliminate the transfers into an account,
and/or the transfers out of an account by selecting/deselecting the
appropriate "account category" (at the end of the list, after the regular
categories). If you want to make use of this customization, you should
have "Include All" transfers selected on the Advanced tab of the Customize
Low-level control of transfers would be done on the "Tags" tab of the
Customize dialog, or on the Categories or Payees tabs where you can
include/exclude transactions based on text contained within the Category,
Payee, or Memo fields. Including/Excluding based on "Tag" should be self
explanatory. Including/Excluding based on all, or a portion, of the
contents of the Category, Payee, or Memo fields is a bit more complex ...
but it is covered in the Quicken Help which you can get to from one of
those tabs by clicking the little yellow circle with the question mark in
it - look for help on "matching". [Control at this level is applicable to
the inclusion or exclusion of any type of transaction, not just
At the top of the report there is a report toolbar; one of the buttons on
that toolbar should say, "Save Report". Are you saying that does not
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