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Budget does not report properly, help!!!

Don AwaltDon Awalt Member ✭✭✭
I hope you can help me! I am setting up a budget for our 501 c(3) charity using the budgeting tool. I think I am doing it the same way I always have. I am on Quicken Premier/Windows 2018 R12.15.

Some facts:
1. Budget year starts Sept 2018 thru Aug 2019.
2. I entered all our budget amounts in the September column, the rest of the months zero - so I can see running expenses and income against the annualized budget. I verified that the totals in every other month show as 0 on the budget.

When I run a budget report, setting dates as "Custom to date", 9/1/2018 to today, the budget totals are all wrong - they are all 63.3% of the correct number! For example, an income category with Sept and annual budget of $6000 is showing as $3800. A category with a budget of $10,000 is showing as $10,000. How do I show the budget column for the entire year? The actuals columns for income and expense are correct. 

Note - I think it's 63.3% because we are 19 days into September - 19/30 = 63.3%

I want a line where September and the yearly total is $10,000, to show as 10,000.

Thanks!

Comments

  • Don AwaltDon Awalt Member ✭✭✭
    edited September 2018
    Figured it out! Just change the reporting date from "Custom to today", to "Custom to custom", and for me the dates are 9/1/2018 to 8/31/2019. Voila the budget numbers are correct! Whew.
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