Annual View Budget Totals not adding up. What all goes into the Totals at bottom screen?

preed
preed Member
Hi

First, the version is Home, Business & Rental Property Version R37.67, Build 27.1.37.67 Windows. I have done all required steps like made sure have lasted version, run validate and repair the file, and restarted computer and quicken.

So created a new budget. I only have expense categories selected. I have triple-checked on the individual categories amount in multiple ways they are correct. However, the Totals row at the bottom does not add up to the total expense for Budget and Actual. There seem to be no consistent amount it is off. In Quicken documents quote "Totals (in Annual View): The sum of the Budget, Actual, and Balance amounts for all of your budget groups or categories for the selected date range." So for me, this means to sum the column should be the Total Expenses for the month. Why would this not be true?

I have images will post will allowed to.

Thank you,
Pam

Comments

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    To attach your images, drag and drop them on the comment box.
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • preed
    preed Member
    Here are the images. Thanks for letting me know this is how to do it. - Pam
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Well, I do notice this:


    That is an indication that you have mixed income and expenses in a category group and haven't told Quicken you want it in the income or the expense part of the budget.  Right click on the Taxes and select Expenses, and see if that helps.
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • preed
    preed Member
    Thank you, Chris. You are a lifesaver. I have been trying to figure this out for a week. I make since not too. - Pam
  • James J
    James J Member ✭✭✭
    preed said:
     I make since not too. - Pam
    Yes, exactly. 
This discussion has been closed.