Three categories in Budgeting screen not in Catrgories and TransferList


N

NormC

Using 2002, but was the same in 2001.

Is ther some way to delete the 'Other' categories under each of
Income, Discretionary Expenses, and Mandatory Expenses.

I have some cognitive deficits and would like to get rid of all
extraneous entries.


TIA
 
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J

John Pollard

NormC said:
Using 2002, but was the same in 2001.

Is there some way to delete the 'Other' categories under each of
Income, Discretionary Expenses, and Mandatory Expenses.
Your need is not clear.

The assignment of categories to groups is up to each user, so which
categories are "Income" or "Discretionary", etc. may not be the same
for everyone.

Until you get to Q2003, I believe you can delete any category that
does not start with an underscore ("_") - and expect it to stay
deleted.

But it does not sound like you are looking at the Category List when
you ask this question; are you asking about budgeting? You can
exclude any categories you wish from a budget, and you can group the
categories (assign them to a group) as you wish in a budget. At the
bottom of the list of categories in a budget is a button to "Choose
Categories", and another to assign (or unassign) categories to
"Category Groups".
 
N

NormC

John said:
NormC wrote:




Your need is not clear.

The assignment of categories to groups is up to each user, so which
categories are "Income" or "Discretionary", etc. may not be the same
for everyone.

Until you get to Q2003, I believe you can delete any category that
does not start with an underscore ("_") - and expect it to stay
deleted.

But it does not sound like you are looking at the Category List when
you ask this question; are you asking about budgeting? You can
exclude any categories you wish from a budget, and you can group the
categories (assign them to a group) as you wish in a budget. At the
bottom of the list of categories in a budget is a button to "Choose
Categories", and another to assign (or unassign) categories to
"Category Groups".
Thanks, John. Let me try it this way.

Might make a little more sense if I talk about 2001, since it was
the same before I upgraded. First, I had a Categories and
Transfer List (Typed and Grouped), but I wasn't doing any budgeting.

When I went to the Budgeting screen, I found that there was a
Discretionary - Other, Income - Other, and Mandatory - Other
item. At first I thought I had put them in. So I attempted
select/hide them, right from the Budgeting screenl however, they
did not show in the selection list.

So I by returning to the C&T list to delete them permanently, and
they weren't there either.

So, I can't find them anywhere where I can hide them or
permanently delete them. When I upgraded to 2002, they came
right along. When I updated to 2002R2, they remained,

This is obviously not a serious problem, compared to another one
of my posts; however, makes me feel stupid that I can't seem to
find a way to get them out of the Budgeting List.

At this point, I suspect that Quicken chucked those three items
in when I wasn't looking. <grin>
 
J

John Pollard

NormC said:
Thanks, John. Let me try it this way.

Might make a little more sense if I talk about 2001, since it was
the same before I upgraded. First, I had a Categories and
Transfer List (Typed and Grouped), but I wasn't doing any budgeting.

When I went to the Budgeting screen, I found that there was a
Discretionary - Other, Income - Other, and Mandatory - Other
item. At first I thought I had put them in. So I attempted
select/hide them, right from the Budgeting screenl however, they
did not show in the selection list.

So I by returning to the C&T list to delete them permanently, and
they weren't there either.

So, I can't find them anywhere where I can hide them or
permanently delete them. When I upgraded to 2002, they came
right along. When I updated to 2002R2, they remained,

This is obviously not a serious problem, compared to another one
of my posts; however, makes me feel stupid that I can't seem to
find a way to get them out of the Budgeting List.

At this point, I suspect that Quicken chucked those three items
in when I wasn't looking. <grin>
Now I see what you are referring to. And I think you are correct,
Quicken "chucked those three items in when" you weren't looking. In
fact, if you add new category groups, each one will have a category of
other automatically added to it. I can not tell you exactly what
Quicken has in mind for those "categories", it appears that perhaps
each category group must be *guaranteed* to have at least one category
in it. If you uncheck the box that says "show category groups", they
go away.

I have yet to see one of those "other" categories you find in "groups"
in the budget appear in one of my reports.
 
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N

NormC

John said:
Now I see what you are referring to. And I think you are correct,
Quicken "chucked those three items in when" you weren't looking. In
fact, if you add new category groups, each one will have a category of
other automatically added to it.
Ah, I should have tested that.
I can not tell you exactly what
Quicken has in mind for those "categories", it appears that perhaps
each category group must be *guaranteed* to have at least one category
in it.
Makes sense!
If you uncheck the box that says "show category groups", they
go away.
Hadn't noticed that.
I have yet to see one of those "other" categories you find in "groups"
in the budget appear in one of my reports.
Hopefully it does if there is data in it <g>.

Thanks for taking the time.

What can you tell me about my other more significant, but not
critical, problem that I posted.

TIA
 

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