Saves budget report in toolbar always reflects 2014 budget year instead of 2020.

Why does my saved budget report revert back to 2014 budget year each time I open my current 2020 saved budget report and how do I fix it so my save report to the tool bar reflects the current budget year. This can create faults information in the report.


  • UKR
    UKR SuperUser ✭✭✭✭✭
    A budget in Quicken is usually given a name, e.g., Budget 1, Budget 2, etc.
    Could it be that the name of your budget table is "Budget 2014"?
    OTOH, after you access the Saved Report and change the Budget Year to 2020, have you tried to save it again, replacing the old copy?
  • Bob_L
    Bob_L SuperUser ✭✭✭✭✭
    Is it possible that the report you originally saved was in fact a "historic budget" as opposed to the "current budget" report?  Also be sure the budget name you want used in that report is selected on the Display tab of the Customize options  for the Current Budget report.

    Quicken Business & Personal Subscription, Windows 11 Home

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