1 Month View

lauriel1

If there is no amount budgeted for an income category, then any actual income received in that month is not shown in the view screen. I then edited the budget category and entered $1.00. By adding this $1.00 the category now appears in the viewing screen. I think this is an error.

jacobs

@lauriel1 I agree that what you show seems like a bug. The 1-month view was the original, very limited budget that came over from the predecessor program on which Quicken Mac was built, and when they implemented the annual budgeting features, I think there may be some issues with the 1-month budget view, which fewer people use.

That said, I tried to replicate your issue and was unable to do so. I created a new budget, and edited it to include just one category called "Test Category". I started the budget in 7/2019, I put $100 in the budget for every month, and created one transaction for $123 in August. I looked at the budget for July and it correctly shows the category with a $100 budget and no actual:

I looked at August, and it correctly shows a $100 budget and $123 actual:


Now, I went back to edit my budget, and I removed the budget values for the entire year. I looked at July, and the category still shows up, reflecting a budget of zero and no actual:

(Note that although the values are zero, it now shows "Budgeted Expenses" instead of "Budgeted Income"; this is a different bug I've seen before where if the budgeted amount is zero, it labels the category an expense, even though it was defined as an income category. This is a bug in the 1-month view; it shows correctly in the 12-month view.)

Now I looked at my August, and it shows the category, the $123 of income versus the $0 budgeted amount:


I tried a few other variations on this, including having another category, but I was not able to make it omit a category in a month where there was no budgeted value. So I'm not sure what's different in your case than my test.

John_in_NC

You aren't clear if "edited the budget category" means you set a goal or entered a transaction to show usage in that category.

But, from your brief description, it sounds like the program is working as normal. 

lauriel1

John

Thanks for your reply. The software may be working as designed but I believe
there is a major oversight.


I have attached some print screens which I hope explains the issue I have.

In summary if there is no budget for a particular category, yet there is "actual" income coded to this category it will not appear in the month view. When editing the budget and adding $1.00 then the category will appear in the month view.

I believe the category should appear in the month if there is a budgeted or actual amount.

Quicken Budget Issue.pdf
Quicken Budget Month View no budget.pdf
Quicken Budget Month View with budget.pdf

jacobs

@lauriel1 I agree that what you show seems like a bug. The 1-month view was the original, very limited budget that came over from the predecessor program on which Quicken Mac was built, and when they implemented the annual budgeting features, I think there may be some issues with the 1-month budget view, which fewer people use.

That said, I tried to replicate your issue and was unable to do so. I created a new budget, and edited it to include just one category called "Test Category". I started the budget in 7/2019, I put $100 in the budget for every month, and created one transaction for $123 in August. I looked at the budget for July and it correctly shows the category with a $100 budget and no actual:

I looked at August, and it correctly shows a $100 budget and $123 actual:


Now, I went back to edit my budget, and I removed the budget values for the entire year. I looked at July, and the category still shows up, reflecting a budget of zero and no actual:

(Note that although the values are zero, it now shows "Budgeted Expenses" instead of "Budgeted Income"; this is a different bug I've seen before where if the budgeted amount is zero, it labels the category an expense, even though it was defined as an income category. This is a bug in the 1-month view; it shows correctly in the 12-month view.)

Now I looked at my August, and it shows the category, the $123 of income versus the $0 budgeted amount:


I tried a few other variations on this, including having another category, but I was not able to make it omit a category in a month where there was no budgeted value. So I'm not sure what's different in your case than my test.

lauriel1

John Thanks for investigating this further. I will continue to look st options but may just put $1 amounts into the 12 month budget which will fix the problem for the moment. Thanks again !

John_in_NC

Thank you for the clarification. I didn't know if you originally meant you had $0 (as in no spending for that category), or if you hand't setup that category in your budget. 

I think jacobs has covered the answer. I couldn't reproduce the error myself, either.