Further adventures in weird Quicken math
Quicken 2017 R5 Build 184.108.40.206, PC Windows 10 Pro. In my annual budget view I have selected the option to show the "To Date" column. The income total if off by $2 BUT the expense total is off by a significant $13,494. The "To Date" column for the individual expenses are all correct but the expense total is wrong.
The date file has been verified and it is fine. It is so hard to trust any Quicken data as correct anymore. The budget widget on the home screen is often wrong with the "workaround" being to remove it from the home screen then put it back, which I have had to do 6 times since January 1st according to my computer log. If one has to constantly pull out the calculator and double check the math in Quicken what is the point of using it.
The expense portion of my budget has 173 rows, 28 of which are the completely useless "Everything Else" which are all $0 and can not be turned OFF. I took about 2 hours to go thru all 173 rows of expenses to confirm that the individual rows are all correct.
My YTD report gives the correct total for both income and expenses so why the discrepancy in the annual budget view? This is not caused by any "uncategorized" expenses as I have none of those and to confirm I ran a report for just "uncategorized" expenses and received the "Quicken can not find any transactions that match your date and customization settings...."
I created a test file with some income and expense categories and the totals were all ok. As mentioned earlier I have validated and super-validated my data file and it would seem the data file is not corrupted. Somewhere there is an error in how the totals for the annual view are being gathered and calculated.