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Quicken Classic for Windows
Budgeting and Planning Tools (Windows)
"Detailed Loan Payment" mortgage amt. correct on budget actual but not budget repor - Why?
PedroCG
Actual monthly mortgage payment (Principal+Interest+Taxes+Insurance} amount is generated correctly using "Detailed Loan Payments" on the budget ACTUAL column. However, a different, smaller, number shows up on the Budget Report. I use the budget report to review monthly actual vs. budget numbers so need that to be correct, can't understand why it would be different.
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Accepted answers
Sherlock
I suggest you customize the
Budget
report to exclude the mortgage account: open the
Budget
report, press
Alt + C
, select the
Accounts
tab, uncheck the mortgage account, select
OK
.
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PedroCG
Sorry, should have mentioned that the ACTUAL amount shown in the Budget is the correct PITI amount. The ACTUAL amount shown in the Budget Report excludes principal. When I set up the budget using "Detailed Loan Amount" for the budget payment amount, I'm expecting that to show up in the Budget Report as well.
Sherlock
I suggest you customize the
Budget
report to exclude the mortgage account: open the
Budget
report, press
Alt + C
, select the
Accounts
tab, uncheck the mortgage account, select
OK
.
PedroCG
Sherlock, your suggestion resolved this issue, thank you.
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