Budget Reports Do Not Add Up Correctly
I am using Windows version R25.18 and began using the budget tool for the first time. I have been a Quicken user since 1991 but never used the budget tools. After entering all the correct budget amounts I tried to generate a budget report showing income and expenses for Jan 1st through Feb 29th. I am using a "Custom Date", Budget Year "2020", and Interval of "Year" on the report. The problem is that the "Actual" totals shown do not add up correctly. The "Income" number for Actual is thousands too high but the "Budget" number is correct. The "Expense" number for Actual is also too high by thousands. The "Budget" numbers and "Difference" numbers are correct. I can't figure out where Quicken is getting the extra "Actual" amounts from. Under the Advanced Tab I am using the "Non-Zero actual/budgeted" setting which hides categories with zero actual amounts. Am I doing something wrong or is this a software bug?
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