Budget Screen Always Begins in January 2019

AustinG

I have been using QB for Mac for about 5 months and have had a budget created since the beginning that goes through October 2020. Ever since the New Year, every time I click on the Budgets menu, it defaults to January 2019 and I have to click the ">" twelve times to get it to go to January 2020. Once I get there, all the budgets/etc are correct, but it always goes back to January 2019 as the current month when I enter this screen. Prior to that, it always went to the correct/current month.

John_in_NC

It sounds like you have setup a budget starting on 10/yyyy. (That is, your budget year is October to October each year, versus Jan to Jan.)

You can confirm this if you go into the 12 month view and click to edit the budget. It will show your budget starting month there:



If this is indeed the case, and you really want a Jan-Jan budget (as most personal users have), then you would have to create a New Budget from the budget menu, and set the starting month 1/2020. Yes, you would have to recreate, but it would be a one time event. Then the various months would track accordingly. That single month view is a holdover report from back when 12 month view with option to set different starting months didn't exist.

John_in_NC

QB as in Quick Books (an Intuit product), or Quicken form Mac? They are completely different programs.

AustinG

Sorry, it's Quicken for Mac... not sure why I used "QB" (maybe because I was a QB user for 10 years... old habits!)

John_in_NC

Thanks for the clarification.

If you are looking at the single (1-Month) view, you can click the center icon to take you directly to the current month.



The Reset Date button in the 12 month view will accomplish the same:



This should jump to the current starting date. (I don't know if you are seeing that.) What are you seeing?

AustinG

That's the problem, when I click on the diamond-looking (center) icon for "current month" it takes me to January 2019, not January 2020. Prior to 1/1/2020, that functionality was working fine. When I click on "Reset Date" in the 12-month view, it takes me to 10/2018. I can manually advance through each month and eventually get to 1/2020 (and everything is right), but that wasn't the prior behavior.

John_in_NC

It sounds like you have setup a budget starting on 10/yyyy. (That is, your budget year is October to October each year, versus Jan to Jan.)

You can confirm this if you go into the 12 month view and click to edit the budget. It will show your budget starting month there:



If this is indeed the case, and you really want a Jan-Jan budget (as most personal users have), then you would have to create a New Budget from the budget menu, and set the starting month 1/2020. Yes, you would have to recreate, but it would be a one time event. Then the various months would track accordingly. That single month view is a holdover report from back when 12 month view with option to set different starting months didn't exist.

AustinG

Ok, I'll give that a try. I don't understand, though, why a Oct-Oct budget would cause the "current month" button to show Jan 2019, when I didn't even have a budget back then... seems like a bug in the 1-month view, or am I missing something?

Thanks John: I'll post back if this resolves my issue.

AustinG

John, this worked! Thanks for the help

John_in_NC

Thanks for the update! I suspected this was the case.