Why does Budget Report display categories/subcategories inconsistently?
n2climbing
Quicken Windows Subscription Member
I recently created a new expense category and made several existing expense categories subcategories of the new category. My budget report displays all of my subcategories indented under their "major" category with subtotals for each major category EXCEPT the newly created one where there is no subtotal and the subcats are displayed with the name of the major followed by a colon and the name of the sub (ex: "Gifts: Gifts to Grandchildren"). Is this a glitch with a new release? Category selection is identical to all of the others.
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Best Answer
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By any chance have you performed a file backup and file validation?
Hmmm... I couldn't reproduce your issue in my budget test file. I am running the latest QW HBR version R25.18. I tried a number of variations. I assumed that steps 1 and 4 (or 5) were what you did. Correct?
1. Created a entirely new category in my budget.
2. Reassigned a previously selected budget subcategory (Category Group = Personal Expenses) to the new category.
3. Reassigned a previously selected budget subcategory (Category group = Non-discretionary) to the new category.
4. Reassigned a previously selected budget category (Category group = Non-discretionary) now as a subcategory to the new category.
5. Reassigned a previously selected budget category (Category group = Personal Expenses) now as a subcategory to the new category.
6. Validated that the 4 moved subcats and cat retained their selections (Budget Actions>Select categories to budget) to be included in the budget - they did.
With these four variations, I found that my "current budget" report and the Planning>Budgets>Annual and Graph Views showed correct structure and previously budgeted and actual expense figures. Everything worked as expected.
Do both the Current Budget report and the Annual / Graph views should the same issue?
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Answers
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In Budgets / Manage Budget Categories you have selected the subcategories. But have you also selected the parent category, "Gifts"? That makes a difference in how the categories are displayed.
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Yes. As I said, Category selection is identical to the others which display correctly.0
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By any chance have you performed a file backup and file validation?
Hmmm... I couldn't reproduce your issue in my budget test file. I am running the latest QW HBR version R25.18. I tried a number of variations. I assumed that steps 1 and 4 (or 5) were what you did. Correct?
1. Created a entirely new category in my budget.
2. Reassigned a previously selected budget subcategory (Category Group = Personal Expenses) to the new category.
3. Reassigned a previously selected budget subcategory (Category group = Non-discretionary) to the new category.
4. Reassigned a previously selected budget category (Category group = Non-discretionary) now as a subcategory to the new category.
5. Reassigned a previously selected budget category (Category group = Personal Expenses) now as a subcategory to the new category.
6. Validated that the 4 moved subcats and cat retained their selections (Budget Actions>Select categories to budget) to be included in the budget - they did.
With these four variations, I found that my "current budget" report and the Planning>Budgets>Annual and Graph Views showed correct structure and previously budgeted and actual expense figures. Everything worked as expected.
Do both the Current Budget report and the Annual / Graph views should the same issue?
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Yes...and yes. Thanks.0
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So, when I ran the report this morning it "magically" appeared as expected. I made no changes and as far as I know there was no update overnight. Makes you wonder...0
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"Hello, my name is Murphy. May I help you?"<g,d,r>Anyway, thanks for reporting back that all is well now.
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