Example: Current Budget Report

Orig User
Orig User Member ✭✭
in Reports (Windows)
Total Expenses Total is Incorrect.
I've excluded two categories from the report. The Report only hides the categories and includes the Dollar amounts in the Total. When I manually add the amounts shown on report, the total adds up to $7,160 But Report total is $9,795 which is WRONG..
The Difference is the sum of the two categories I've excluded for the report

Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    What version of Quicken are you running?

    I do not see that in QWin 2019 R19.44.
    QWin Premier subscription
  • Orig User
    Orig User Member ✭✭
    Year 2019
    Version R19.44
    Build 27.1.19.44
  • Quicken Sarah
    Quicken Sarah Alumni ✭✭✭✭
    Hello @Orig User

    Thank you for that additional information.  May I ask, what type of categories are the two that have been excluded from the Budget report?

    By any chance are they "transfer" categories?  If so, please go to the Budget view in Quicken and click the "Select Categories to Budget" link at the bottom of the budget.

    In the window that opens, click the "Transfers In" option on the left side - are any boxes selected?

    If not, please then check the "Transfer Out" option and let us know if any are selected.

    If the category type is not a transfer, are the two excluded categories, "Parent" category types?

    Please let us know, thank you.

    Sarah
  • Orig User
    Orig User Member ✭✭
    To answer your questions
    No Boxes checked in Transfers In
    No Boxes checked in Transfers Out

    Details of Entry Excluded: "Reverse Mortgage"
    Charge to Sub Category "Insurance-Home Reverse Mortgage" $ 219.95
    Charge to Sub Category "Interest-Home Reverse Mortgage" $2,415.05
    Offset to Account: Long Term Liability" (Reverse Mortg) $(2,635.00)
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