Income and spending differences on different screens. Unable to reconcile.

Gerard Dembeck

Hello, everyone. I hope this question has not been asked before, but, I may have missed it. I am trying to reconcile different amounts in Quicken.

For example: On the Home screen, in January 2019, the Income vs. spending graph shows that my income was $6,653.65 and spending was $7159.91. This is a difference of $506.26. When I click on the Planning Tab and review the amount for January 2019, the result is a difference between spending and income of $382.99.

The first thing I did was to print a report for January 2019 from the Income vs. Spending Graph. I then verified that the results then matched, but the graph still shows the same difference.

Does anyone know where I can research to find out was causes this difference? Is it in the Investing Screen? There appears to be a mismatch in my Budget, but not sure where.

Thanks for your advice.

GeoffG

By default the Home screen Income vs Spending graph does not include investment income. The Planning tab can include investments if selected. As there are multiple ways to look at financial data, these graphs/screens do not have to agree. They simply represent a different perspective.

GeoffG

By default the Home screen Income vs Spending graph does not include investment income. The Planning tab can include investments if selected. As there are multiple ways to look at financial data, these graphs/screens do not have to agree. They simply represent a different perspective.