Manage Budget Categories

Whenever I click on the Manage Budget Categories and change the categories I want to budget, it wipes out everything I have entered and replaces it with data based on my expenses to date (appears to do this). I have it set up to be a manual budget. I can enter data and close out of Quicken and it will stay there until I change the manage budget categories. Please help.


  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭
    edited February 2020
    Hello @lynnrwatts

    Thank you for taking the time to visit the Community to post your issue, although I apologize that you haven't received a response.

    I have a few questions to help me understand what could be happening, as I am unable to recreate this.

    When you go into Manage Categories, are you adding categories and removing categories? 

    Do you make any changes to the planned amounts after adding/removing a category from the budget?

    Lastly, do you sync to the Mobile or Web app? To verify, go to the Mobile & Web tab, do you show a "Sync Now" option?

    Please let me know!

    -Quicken Tyka
  • lynnrwatts
    lynnrwatts Member ✭✭
    I previously made all changes to the categories and those are staying as I set them up.
    So all of the amounts I am updating is after I made the changes to the categories.
    I do not see a sync now option
  • Quicken Sarah
    Quicken Sarah Alumni ✭✭✭✭
    Hello @lynnrwatts

    Thank you for providing that additional information, although I apologize that you have not yet received a follow-up response.

    What version and release of Quicken are you using?  Is this a budget that was created for a previous year and extended into 2020?  Or a brand new created budget?

    If you wish, Quicken Support is also available by visiting  Support has the ability to share your screen (view only, they cannot take control) to see what is happening and help troubleshoot in real time, which made provide a faster resolution.

    If you do contact Support, please let us know how it goes.

    Thank you,

This discussion has been closed.