Confused why projected expense budget is shown instead of actual in "Budget"

Caesar Samsi

I use Quicken Deluxe version 5.11.0 and have created a budget. The intent is to track actuals vs. budgeted.

However, why is it that instead of actuals, a "phantom" number which seems to be Quicken's projected number is displayed?

Is there a way to display the actuals? I've attached 2 pictures where you can see that the default display in picture 1 is the "phantom" Quicken projected number $1,305.- which should be actuals $705.-





I like to see the actuals at a glance vs. opening each cell.

I was hopeful to see the budget feature, but felt disappointed in the way it was implemented. Hopefully I was mistaken.

Thanks, Caesar.

John_in_NC

What you are seeing is expected.

The "phantom" number you refer to is simply the entire month's transaction(s), just like when you display the End of Month tab in the pop up window. You can click on the View April Transactions in both views to see what is included in both calculations.

There isn't way to show the budget graph views "as of today" if that is what you are asking. 

John_in_NC

Thanks for the clarification-it is difficult for me to know that without seeing the budgeted number setups. 

When you click on "View April Transactions," what do you see? It should give you a breakdown of the transactions that make up that mysterious $1305. It is picking up $75 somewhere. 

Also, I don't know if this pertains to you, but if this is a Parent:Sub category that you are tracking, the Parent will include ALL of the subcategory spending/income, even if they sub is not chosen to be tracked in the budget . 

Caesar Samsi

No comment?

John_in_NC

What you are seeing is expected.

The "phantom" number you refer to is simply the entire month's transaction(s), just like when you display the End of Month tab in the pop up window. You can click on the View April Transactions in both views to see what is included in both calculations.

There isn't way to show the budget graph views "as of today" if that is what you are asking. 

Caesar Samsi

Hi John I believe you're misreading the cells. $705 is the actual expenditure for the whole month. $1,305 is the phantom number. $1,230 is budgeted.

The budget displays $1,305, the phantom number. Neither actual nor budgeted.

The main sheet actually displays actuals as of this moment if the refresh button has just been pressed recently.

Caesar.

John_in_NC

Thanks for the clarification-it is difficult for me to know that without seeing the budgeted number setups. 

When you click on "View April Transactions," what do you see? It should give you a breakdown of the transactions that make up that mysterious $1305. It is picking up $75 somewhere. 

Also, I don't know if this pertains to you, but if this is a Parent:Sub category that you are tracking, the Parent will include ALL of the subcategory spending/income, even if they sub is not chosen to be tracked in the budget .