Quicken 2014 Budget Category "Other" now "Everything Else"?

I just downloaded Quicken 2014 Premier R2 from Amazon and so far I am pleasantly surprised.  It runs faster, they seem to have tightened up the budget coding so that more accurate information can be obtained.  However they just had to change something.

In the budget planning tab in every category that has a subcategory there is now a category in each called "Everything Else".    When I click the "Select Categories to Budget" on the lower left I expected to see that the "Other" category had been replaced with the "Everything Else" category but that was not the case.  I believe that was the intent but once again somebody thought that Everything Else" would be better than "Other" and in the process of implementing that change they did so poorly.  "Other" is still listed (and they are all NOT selected) and "Everything Else" is nowhere to be found.

I tried to highlight one of the "Everything Else" categories, right click and select "Remove Category" to delete it but ir is not removed.  There are no transactions in any of the "Everything Else" categories so how does one delete them?

This should be an option when the program is installed or updated by having a popup ask "Do you want to add an "Everything Else" category to all subcategories, Yes or No.

Answer

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This was getting twisted around, so here's the information directly from the Help Topic for Planning > Budgeting Spending > Everything Else:

  • Everything Else within a category, such as Auto
    • Everything Else appears within a category if you've selected the parent category and at least one, but not all subcategories within that category. It represents the sum of amounts spent or received in the unbudgeted subcategories within a category. Here are some things you can do with the amount:

      • Ignore the amount: If you are not concerned with the amount, you can just ignore it.
      • Reduce or eliminate the amount: Take a look at the subcategories included in the Everything Else amount, then add those subcategories to your budget; or, remove all of the subcategories and track only at the category level.
      • Budget the amount: Assign a budget amount to Everything Else to create a collective budget for all of the subcategories it contains. To do so, click the Everything Else line and enter an amount.
    • Everything Else within a category group, such as Personal Expenses

      In Graph View only, Everything Else within a category group represents the sum of amounts spent or received in the unbudgeted categories in a category group. Here are some things you can do with the amount:

      • Ignore the amount: If you are not concerned with the amount, you can just ignore it.
      • Reduce or eliminate the amount: Take a look at the categories included in the Everything Else amount, then add those categories to your budget. To do so, click the add icon (the green circle with the plus sign in it) to the right of each category and enter an amount.
      • Budget the amount: Assign a budget amount to Everything Else to create a collective budget for all of the categories it contains. To do so, click the add icon (the green circle with the plus sign in it) to the right of the Everything Else line and enter an amount.
As we've advised on this Question, if you do not Budget all Sub-Categories, you will see Everything Else.

If you do not Budget all Categories within a Group, you will see Everything Else. To not see Everything Else, Budget absolutely everything on your Category List. There is no way to eliminate it entirely from your current Budget.

You can prove this by making a backup of your current file (to restore after this test), then Budget all Categories in your file - even just $1 should suffice - and look at the results. Then restore your backup, to put you back to where you were before you did that exercise.
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Quicken Tamara , Quicken Beta Manager
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