Budget Report Category

meinhardg

Budget Report - YTD, when turning on Monthly Interval an item shows when switching report back to NO Interval the Item is not showing? Yes the item is ON to be budgeted.
It is a new Category "New Car Purchase" Group Discretionary. Also keeps on showing as New Item on Report to Change but won't let me change. ???

Quicken Anja

Hello @meinhardg,

I apologize that it's been a few days before receiving a follow-up response!

To start with though-- If you haven't done so already, the first thing that I suggest you try is to validate your data file by following the steps below--

First Save a backup of your data file (just in case). 

Then go to File > File Operations > Validate and Repair > Validate File > Ok > Close the data log that will pop-up after the validation has completed > Close Quicken > Wait at least 5 seconds > Reopen Quicken and try again to see if the issue reoccurs/remains the same or gets corrected

You can also try super validating which are the same steps as above except that you will hold "Ctrl" and "Shift" on your keyboard when clicking on "Validate and Repair" in order to get the option for "Super Validate".

Alternatively, if you wish to have a one-on-one troubleshooting session and/or prefer to have immediate assistance instead, feel free to also reach out to Quicken Support.

If you do decide to reach out to support-- you will also have the ability to screen share with one of our chat or phone support reps, if you feel comfortable or wish to do so.

Let us know how it goes and if you have any additional questions!

-Quicken Anja 

Quicken Support Current Hours of Operation:

Monday through Friday

8:00 am to 5:00 pm PDT

Note: Chat Support will also be available for these hours 7 days a week.

UKR

What is the date of the transaction in question?

YTD includes only transactions this year, from 1/1 up until today. If the transaction is dated in the future or in prior years, the YTD report won't show it.

Can you please capture one or more images of the parts of your Quicken window showing the issue, sensitive information blacked out as necessary to protect your privacy but annotated to describe the situation, and attach the image(s) here?
https://community.quicken.com/discussion/7867159/faq-how-do-i-post-a-screenshot-in-the-community-from-windows#latest

meinhardg

Date is March 2020, the same transaction is not showing if NOT Monthly Interval! Trying to find where to attache screenshot.

meinhardg

Missing attached

meinhardg

OK attached

meinhardg

Budget Report - YTD, when turning on Monthly Interval an item shows when switching report back to NO Interval the category is not showing? Yes the item is ON to be budgeted.
It is a :( Category "New Car Purchase" Group Discretionary. Also keeps on showing as New Item on Report to Change but won't let me change. ???
I have no options to attache screenshot!?

Quicken Anja

Hello @meinhardg,

Thank you for reaching out to the Community about your issue, and I'm sorry to hear that you are experiencing this.

Though it would be easier to view your issue, I understand and apologize that you are unable to attach a screenshot as a new user.

However, you can try dragging and dropping the screenshot/image to your post which should create a link for us to click on so we can view the image in the web browser instead.

Try this and see if that works. Meanwhile, I will look around in our budget reports and see if maybe I can duplicate the issue as you described to better assist you.

Thank you,

-Quicken Anja

meinhardg

OK I dropped the two images one Yes see Category one NO.

Quicken Anja

Hello @meinhardg,

I apologize that it's been a few days before receiving a follow-up response!

To start with though-- If you haven't done so already, the first thing that I suggest you try is to validate your data file by following the steps below--

First Save a backup of your data file (just in case). 

Then go to File > File Operations > Validate and Repair > Validate File > Ok > Close the data log that will pop-up after the validation has completed > Close Quicken > Wait at least 5 seconds > Reopen Quicken and try again to see if the issue reoccurs/remains the same or gets corrected

You can also try super validating which are the same steps as above except that you will hold "Ctrl" and "Shift" on your keyboard when clicking on "Validate and Repair" in order to get the option for "Super Validate".

Alternatively, if you wish to have a one-on-one troubleshooting session and/or prefer to have immediate assistance instead, feel free to also reach out to Quicken Support.

If you do decide to reach out to support-- you will also have the ability to screen share with one of our chat or phone support reps, if you feel comfortable or wish to do so.

Let us know how it goes and if you have any additional questions!

-Quicken Anja 

Quicken Support Current Hours of Operation:

Monday through Friday

8:00 am to 5:00 pm PDT

Note: Chat Support will also be available for these hours 7 days a week.