So here, I've changed my first sub-category amount from $10 to $123 - an increase of $113 - and Quicken adds $113 to my main category amount: Quicken will again, trying to be helpful, adjust the main category total by the amount of the change you enter in the subcategory. It can get even more confusing if you then edit your sub-categories. That's because Quicken is allowing me to budget for expenses to the main category (like my car wash example above), so it allows me to type a value in the main category which isn't the sum of the sub-categories. I have what appears to be an irregularity: three sub-categories which add up to $27, yet the main category shows $100. I entered $10, $15 and $2, and Quicken helpfully displays the sum of $27 on the main category cell.īut look what happens if I type a value in the main category cell: Now, I've filled in some values for the three sub-categories: Here's a main category and three sub-categories in my Edit Budget screen. But if you edit the main category value, it will accept that. If you enter values into sub-categories, it will increase or decrease the main category accordingly. But I digress…) Well, the budget mirrors this way of working. I actually wish Quicken had an option to require sub-categorizing in a category which has sub-categories. (Personally, I find this can get confusing, so for any categories for which I have sub-categories, I always try to sub-categorize. Maybe I got a car wash, and that's neither Fuel nor a Repair, and I don't want o create a separate sub-category for my occasional car wash, so I just categorize it as Auto. So if I have a category for Auto, and sub-categories for Fuel and for Repairs, I can categorize expenses for Auto:Fuel and Auto:Repairs - but I can also have expenses just to Auto. Why would Quicken allow this? Because Quickness's allows you to have income or expenses to a main category in addition to sub-categories. One thing that can confusing is that you can enter a different value for a main category than the sum of the sub-categories. the blue row is a category which has sub-categories, but I don't know if the rows underneath are subcategories of the category, and all the subcategories of that category.
Otherwise, it looks like Edit budget, with the light blue highlighted row being a main category and the white rows underneath being Unfortunately, I can't quite tell what I'm supposed to be seeing from these screenshots.
Isn't that the Edit Budget screen? the only difference from what I see is that the screenshots have a slight shadow under each box which I'm not seeing, but I wonder if that depends on macOS version (I'm two behind, on Mojave).
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