Budget Reports: Assigning monthly amount to category instead of to each subcategory?

Jul 26, 2010 2 Replies

I'm using Quicken 2010 Premier,and I'm trying to create a budget and a set of reports.



I would like separate budget reports that hide and show subcategories (from a report: Customize, Advanced tab)



For obvious reasons, I prefer to develop budgets at the category level as much as possible. When I run a budget report that hides subcategories, I get a single line item for each expense category, as well as the budget and actual amounts. This is good.



However, if I show categories, for each category, there is an "Other" subcategory with the budget amount that I assigned at the category level. Is there any way to show this budgeted amount at the category level?


-AH


In a word, no. Except, as you have noticed, when subcategories are hidden.

To avoid seeing the "Other" subcategory, don't use a parent category in actual transactions or budgets. Parent category amounts are assigned to that "Other" pseudo-subcategory for reporting.

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