Budgets disappear or unavailable

Over the past year, I have set up a budget several times only to have it become nonexistent. For several days or weeks, the planning tab says it is unavailable at this time. When it becomes available the budget is gone. Please fix this. It seems other people are experiencing similar issues.
It is very frustrating and time consuming to create the budget over and over again. It has really become a useless feature of Quicken for me. Please update on the status of this bug and let us know what the estimate is for when it to be fixed so I don't waste my time creating another budget.
Thank you.

Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @ramona.meirow,

    Thank you for taking the time to visit the Community and telling us about your issue, though I apologize that you are experiencing this.

    May I ask when this started? Also, what steps did you take prior to this occurring? And where do you have your data file saved (i.e.: C drive, or are you using Dropbox/One Drive, etc.)?

    Check back and let us know! Thank you.
    -Quicken Anja
  • ramona.meirow
    ramona.meirow Member ✭✭
    This problem started early last year. The only thing I have done was validate the data. I save the data file to the C Drive. It is automatically copied to OneDrive.
  • Quicken Anja
    Quicken Anja Moderator mod
    Thank you for the additional information.

    You may want to try turning off the sync to OneDrive. At least for the location in which your Quicken data file is located as we do strongly advise against doing so as it can cause irreversible data damage and/or file corruption. 

    Please, refer to this support article for more information. Although the article does reference DropBox specifically, the content of the article does apply to all cloud-based services. 

    I hope this helps!
    -Quicken Anja
  • tdroz
    tdroz Member ✭✭
    @"Quicken Anja" I'm having the same issue, and I don't have my Quicken data file synced to OneDrive nor Dropbox. I've seen in other threads that this is a persistent issue. https://community.quicken.com/discussion/comment/20230719#Comment_20230719

    - Tim
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Do either of you use Sync to Mobile/Web, it has been "implicated" in this kind of problem.
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  • tdroz
    tdroz Member ✭✭
    @Chris_QPW Yes, I do. Should I turn it off? I'm going to recreate my budget from scratch this weekend.
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    tdroz said:
    @Chris_QPW Yes, I do. Should I turn it off? I'm going to recreate my budget from scratch this weekend.
    Yes, that would be my suggestion.
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  • This has happened to me MANY times as well, as recently as yesterday! I have not used mobile or cloud sync for a very long time but that has not solved the problem. I have tried to get in the habit of backing up often, but don't always catch it right away when my budget has been deleted so I end up having to waste time re-creating transactions, etc., after restoring a backup file with an intact budget.

    I have noticed the following situations:

    1. Sometimes an update will wipe out my budget, but not always.

    2. Sometimes my budget will just disappear from one day to the next. I noticed one time that it disappeared right after I performed a backup after making some budget changes. This has me wondering if a budget gets wiped out if there is an issue. I have noticed that Quicken allows you to enter different amounts in the same budget for different years. Fox example, I can go back into the previous year using my current budget, change the budget amount and I will see different amounts for the same budget item for different years within the exact same budget. I have accidentally done this and am not sure if this is an actual feature or a bug. @Chris_QPW do you know?

    Another reason I stopped using mobile sync is that it was randomly changing my split transactions. My hypothesis is that this happens when quicken mobile sees a transaction before you have entered into your Quicken for Windows register. However, I am not willing to compromise my data to find out and I don't have time to create a dummy file to test my theory. Maybe someone from Quicken can troubleshoot?

    These issues make Quicken Mobile useless for Desktop users which has me wondering if Quicken is worth it. There are definitely better mobile finance apps available.
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    @[email protected] Thank you very much for your very informative post.  At this point I think what is cause the bugs is very much up in the air, and as such any information about them is helpful.

    On the subject of the changing of values in the budget.  Let me make sure I have your description of what you are doing correct.

    I only one budget that goes back all the way to 2017.
    So, say I select this button and go back to 2020:


    And then say I change one or more budget values for my Homeowner's Association fee (from 300 to 200):


    The expected result should be that only that one value changes, it should never affect any other value in any other year.  And that is what I see.  If I go to 2019 or 2022, none of the Homeowner's Association fee values have been changed.  The different years in the budget should be independent.  For instance, even the categories selected can be different for different years.
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  • @Chris_QPW Yes, that is what I see happening. While using my "2022 Budget" I can change 2021 categories and budget amounts without affecting 2022 categories and budget amounts.

    If this is indeed a feature, I have the following comments:

    Budgeting for 2021 was originally tracked using a different budget. Quicken forced me to create a new budget for 2022 instead of just automatically extending my current budget. This seems unnecessary if we can use different budget amounts and categories in different years within the same budget. If this is a feature, why not just automatically extend the current budget instead of forcing me to create a new budget? I know there is a workaround for this, but it should be more obvious. It would be much easier if the default is to extend the current budget rather than forcing me to create a new one in January.

    As a result, I now have 2 different budgets for the previous year. It is easy to accidentally make changes to the wrong budget and mess things up because I need to manually select the right budget each time I go back and forth from December to January.

    What about rollovers? If I am fine-tuning some categories from last year, I will need to pick one budget and stick with it, creating extra work to fix amounts & categories for the previous year in the new budget or current year in the old budget; or I can just start over and zero out rollover amounts in the new budget. BTW, it would be nice to have the option to zero-out all rollovers for the new year instead of having to do it one by one. Maybe this is already a feature that I just haven't found yet?

    I think each unique budget should consist of a finite set of line-items (categories) and amounts for a defined period, typically a calendar year. If we can't change which categories to budget month-to-month, why can we change them year-to-year within the same budget? Isn't that essentially creating a new budget? From my perspective, I can see more potential for unforeseen problems with tracking different categories and budget amounts year over year within a single budget.

    My thought is that Quicken should restrict budgets to a single defined set of categories for a 12-month period, associate each year with one budget and automatically change the view to the associated budget for the year you are viewing. A single budget can be associated with multiple years, but each year can only be associated with one budget at a time. Give users a "what-if" option to view any year using a different budget and the ability to change the budget association for any year. This would keep each unique budget simple and avoid making the user manually select the correct budget for the year being viewed when you have multiple budgets.

    Lastly, it would be great to be able perform a QIF import/export of our Quicken budgets that we worked so hard to create! This seems like a long overdue feature that would save users so much time re-creating budgets given the disappearing budget issues. Another advantage of keeping budgets simple is that it would be easier to import/export even if users have to manually associate each budget with the correct year(s). During the import process non-existent categories could be automatically flagged for the user to deal with as necessary.

    Sorry for the long response, but budgeting is an important feature that has been overlooked by Quicken for too long.
    Just my thoughts, thanks for responding so quickly!
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    First off, I don't know why Quicken forced you to create another budget.  That shouldn't be the case.
    But even if it forced you to create another budget, you should still be able to extend your existing one.

    Quicken is very inconsistent on how it gives options to extend the budget.  Since I covered this in another thread, I will just point to the ways that it does it.
    https://community.quicken.com/discussion/comment/20234463#Comment_20234463

    As you can see by #3 in the above thread the expected behavior is that if you haven't extended a budget before the new year, and then open it, it should have forced you to extend the buget (not create) new one.  And unfortunately, that is the possibility with the least number of choices on how to do it.

    It has been suggested several times that all the choices should be available no matter how you extend a budget but given that this only happens once a year for most people, I doubt they will ever fix it.

    On the rollovers from the year before it has been suggested, but given that it was suggested in 2014, and it is now 2021, ...  You can see it/vote on it here:
    https://community.quicken.com/discussion/comment/20229260#Comment_20229260

    As for this:
    I think each unique budget should consist of a finite set of line-items (categories) and amounts for a defined period, typically a calendar year. If we can't change which categories to budget month-to-month, why can we change them year-to-year within the same budget? Isn't that essentially creating a new budget? From my perspective, I can see more potential for unforeseen problems with tracking different categories and budget amounts year over year within a single budget.
    I think the very reason they came up with the idea of "extending" a budget is so that they know that one wants to transfer some information from the previous year to the new one.  I think they would have been better off with separate year budgets, and instead made a generic transfer system to transfer information from the old budget to the new one.  But this is what they did, and I doubt at this point they are going to do something like that, especially since you have all these customers now with extended year budgets.

    On this:
    Lastly, it would be great to be able perform a QIF import/export of our Quicken budgets that we worked so hard to create! This seems like a long overdue feature that would save users so much time re-creating budgets given the disappearing budget issues. Another advantage of keeping budgets simple is that it would be easier to import/export even if users have to manually associate each budget with the correct year(s). During the import process non-existent categories could be automatically flagged for the user to deal with as necessary.
    The QIF syntax has nothing for budgets, as such it can't really be used for this purpose. They could "extend the syntax", since in fact it isn't a standardize format to begin with.  But I definitely get the impression they want QIF to die, not extend it.  In fact, other than starting a new data file from some other personal finances software, Quicken Mac doesn't have any support for QIF.

    That isn't to say they couldn't have some kind of export/import format, say to CSV.  And that has been suggested too (with not much interest shown):
    https://community.quicken.com/discussion/7899371/export-import-budget-data

    https://community.quicken.com/discussion/7883210/importing-budget-data-from-excel
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