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This budget report miscalculates

iskoch01

This report is miscalculating my Actual Earned $5.93 high. This error does not appear under the Planning tab.

budget report.pdf

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Quicken_Tyka

Glad to hear that the discrepancy has been found.

Unfortunately, transfers can't be categorized so they may not be visible in a report by category.

The transactions can be tagged and can then be included in a report.

https://www.quicken.com/support/how-do-i-categorize-transfer-quicken-windows

If everything you need shows up using "Category Group" that is also an option.

-Quicken Tyka

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Scooterlam

Hi.

What version of Quicken Windows do you have installed? Help>About Quicken

There was an extensive thread in June and July about a similar issue that contained some workarounds resulting in an eventual Quicken fix contained in R20.15

Update Quicken by going to" Help>Check for Updates

iskoch01

Quicken 2019 R22.12 Build 27.1.22.12

Quicken_Tyka

Hello iskoch01,

Thank you for including the version and build and a PDF of the report.

I would look and see if there are any transactions that are categorized as the parent category "Income" without a subcategory.

If that isn't the issue, I would see if there are any transactions that have an income subcategory that isn't included in the report and see if that's where the discrepancy is.

Let me know how it goes!

Thank you,

-Quicken Tyka

iskoch01

Here's the income part of the "Spending by..." Everything. You can see that the amount matches the budget amount.

income report.pdf

Quicken_Tyka

Thank you for including the income report.

Have you received any type of refund for anything that you can think of? I didn't see a refund type category listed in the income report and this may not be a category that would be budgeted.

I would try looking searching the transactions in Quicken for either the amount that is the difference $5.93 and whatever category is used for a refund, if any, it may just have the same category as whatever the expense would have been.

Let me know how it goes!

-Quicken Tyka

iskoch01

There is a $5.93 transfer from an account used for store credit vouchers.

iskoch01

I can't figure out why FROM Vouchers doesn't appear on any report

iskoch01

Sooooooo.... apparently, FROM transfers only shows up if the report organization style is "Category Group"

Quicken_Tyka