Budget totals not adding correctly

I am starting my budget for 2021. The totals for the each sub-category of Utilities are not adding up to their monthly allowance. E.g. Utilities: Electric has $103.02 budgeted for all 12 months. The 2021 summary says I will spend $300.96 on Utilities: Electric. Utilities: Sewer has $16.60 budgeted for each month. The 2021 summary for that category has a total of $19.20. Rollover is off. I have removed all the Utilities categories and re-added them to the budget. It seems to be just the sub-categories of Utilities. All the other categories are summing correctly. Is this a bug?
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Best Answer

  • jlimke
    jlimke Member
    Accepted Answer
    Thanks Chris for your help. I tried both of those things and neither solved the problem.

    I believe I found my issue. These categories I have reoccurring bills set up for in Quicken. I believe that Quicken is already counting this money as being "spent". When using the details view in the annual budget view it shows the amount remaining between the "spent" reoccurring bill and my yearly estimate. If I switch to budget only in the annual view it shows the sum of my estimate.

Answers

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Try turning off this off and see if it makes a difference.
    Budget Actions -> View options -> Show parent category rollup
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    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Also try this:
    File -> File Operations -> Validate and Repair -> Validate File -> OK
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • jlimke
    jlimke Member
    Accepted Answer
    Thanks Chris for your help. I tried both of those things and neither solved the problem.

    I believe I found my issue. These categories I have reoccurring bills set up for in Quicken. I believe that Quicken is already counting this money as being "spent". When using the details view in the annual budget view it shows the amount remaining between the "spent" reoccurring bill and my yearly estimate. If I switch to budget only in the annual view it shows the sum of my estimate.
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    I was wondering if I should ask if you were talking about the budget number or the "actual" number.  I just let is sit at the assumption you were talking about the budget number.

    For the actual:
    Budget Actions -> View options -> Include reminders
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • jlimke
    jlimke Member
    That works too. Thank you.
This discussion has been closed.