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Quicken Classic for Windows
Budgeting and Planning Tools (Windows)
Manage Budget Categories
lynnrwatts
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.
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Quicken_Tyka
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
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
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
https://www.quicken.com/support#contact-support
. 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,
Sarah
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