My Actual Spending vs Budget report is great and has worked in the past just fine. But now this report shows Deductions in the Actuals, which I did not include in the Planning, and shows Budget for a Category I did not include in the Planning either; neither is checked in the Manage Budget Categories. No other changes.…
This is my first time on quicken community. I have spent many days and hours trying to understand how annual view of budgeting works. I constantly have to correct the annual budget data. It is driving me crazy! Is there documentation on community of how it is supposed to work? And, if so, how do I navigate to it. My…
I installed the latest Quicken Classic Premier update this morning and now all of my monthly budget total amounts are incorrect. For this month (February 2025) the budget total amount should be $3141, but instead it is now $50. All remaing months for 2025 are also showing incorrect budget total amounts. Note that last…
I have a Investment account that is getting monthly cash dividends. I'd like to create a Reminder for these, so they show up in the Tax Planner as a projected amount. The way it is now a Investment Account Div transaction can't be scheduled as a reminder. Also, in the Tax Planner under the Interest and Dividends summary…
In my planning budget, the Personal Expenses section does not add the categories and the Total at the bottom is not the difference between income and expenses. See screenshot below. I have tried validating and supervalidating the data file.
I have read a ton of posts on this item and I am embarrassed to say that I am as bumfuzzled as ever. At its most simple…..when I run a month end report, it shows a budget line item of $2,135.28 with no actual $$ posted against it. I have read comments about parent and sub categories and I still don’t get it. Can someone…
Two revisions ago in Windows Premier, the mentioned category started reappearing showing the total budged amount for the items above it even though some off the items were already budged. What happened?
We looked back into 2024 and 2023 for budget information, and when we came back to 2025, the budget values have changed. We restored the data file from a known good source, and all was well. Again, we checked back into budget year 2024, and when we came back to budget year 2025, the values were changed again. All we did…
When you receive a Premium Tax Credit from the Healthcare Marketplace (US only) in a year, once your AGI is calculated for that year, there is a determination as to whether you were underpaid or overpaid. The adjustment goes into your tax calculation. TurboTax accounts for this if you enter the information from the…
Is there a way to prevent or warn the user from allocating money OVER the amount of income on the Planning Progress bar at top of month from my expenses? My eyesight isn't the greatest, but I'd like to be warned in advance of months that are tight.
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