No Budgetable accounts?

Is there a fix for, "This Quicken file contains no budgetable accounts or categories. The Budget feature cannot be used at this time."
Doesn't matter if I use the Menu Planning or Home Menu Planning, I'm getting the Quicken error message

Best Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    Answer ✓
    Hello @CowboyNav1,

    Thank you for reaching out to the Community and telling us about your issue, though I apologize that you are experiencing this and for not having received a follow-up response yet.

    To start with, I suggest that you please try validating and/or super validating your data file. However, I do recommend that you first save a backup file prior to performing these steps.

    Validate
    1. File
    2. Validate and Repair File...
    3. Validate File
    4. Click OK
    5. Close the Data Log
    6. Close Quicken (leave it closed for at least 5 secs)
    7. Reopen Quicken and see if the issue persists.
    If the issue persists, proceed to Super Validate. If the issue is resolved after performing validation, then please disregard the instructions to Super Validate.

    Super Validate:
    1. File
    2. Hold CTRL + Shift and click Validate and Repair File...
    3. Super Validate File
    4. Click OK
    5. Close the Data Log
    6. Close Quicken (leave it closed for at least 5 secs)
    7. Reopen Quicken and see if the issue persists.

    I hope this helps!
    -Quicken Anja
  • CowboyNav1
    CowboyNav1 Member ✭✭
    Answer ✓
    Anja...
    Thanks for recommendation.
    After Validating, the Planning budget feature came up.
    Will add this as part of every problem I might encounter in the future.
    Rick

Answers

  • Quicken Janean
    Quicken Janean Administrator, Moderator admin
    Hi @CowboyNavi, I am sorry that you are receiving this error and thank you for reaching out to Community for assistance.

    Can you clarify when this error started to occur and what you are doing exactly when this error appears? Thanks! 

    Quicken Janean
  • CowboyNav1
    CowboyNav1 Member ✭✭
    Thanks for responding.
    Despite being a Quicken user for over 20 years, I have never used the Budget feature. Probably around Septmenber 2021, I looked into the Budget feature but got the this same error. Did not pursue Budgeting any further. However, I now want to use it.
    On the Dashboard I click on PLANNING...the no budgetable accounts error comes up immediately. Trying from the Dashboard, in the 2nd level menu under the HOME tab, I click on Planning. The "3 Budget Your Spending" window appears with a "Get Started" button. Clicking the "Get Started" button immediately brings up the no budgetable account error. If I click on "Budget" in the HOME tab's 2nd level menu, it brings up a window with In/Out/What's left Graph. I tried using the settings icon on it to get to a Budget planner, but no such options are available.
    FYI, this no budgetable accounts error came up last year, but I also worked with a Quicken Support agent AFTER that to fix another problem I had in which we went through some type of File repair action. So just be aware that my data file should be good.
    Thanks for any help.
  • Quicken Anja
    Quicken Anja Moderator mod
    Answer ✓
    Hello @CowboyNav1,

    Thank you for reaching out to the Community and telling us about your issue, though I apologize that you are experiencing this and for not having received a follow-up response yet.

    To start with, I suggest that you please try validating and/or super validating your data file. However, I do recommend that you first save a backup file prior to performing these steps.

    Validate
    1. File
    2. Validate and Repair File...
    3. Validate File
    4. Click OK
    5. Close the Data Log
    6. Close Quicken (leave it closed for at least 5 secs)
    7. Reopen Quicken and see if the issue persists.
    If the issue persists, proceed to Super Validate. If the issue is resolved after performing validation, then please disregard the instructions to Super Validate.

    Super Validate:
    1. File
    2. Hold CTRL + Shift and click Validate and Repair File...
    3. Super Validate File
    4. Click OK
    5. Close the Data Log
    6. Close Quicken (leave it closed for at least 5 secs)
    7. Reopen Quicken and see if the issue persists.

    I hope this helps!
    -Quicken Anja
  • CowboyNav1
    CowboyNav1 Member ✭✭
    Answer ✓
    Anja...
    Thanks for recommendation.
    After Validating, the Planning budget feature came up.
    Will add this as part of every problem I might encounter in the future.
    Rick
  • CowboyNav1
    CowboyNav1 Member ✭✭
    Well, it did not last long....
    I create a Budget, then the next time I open up Quicken...I get the old error message, "This Quicken file contains no budgetable accounts or categories. The Budget feature cannot be used at this time." when I click on the PLANNING menu. If I go through HOME --> Planning, then I get the open to "Get Started".
    I've tried both Manual and Automatic Budget setup. Did that two or three times.
    I've (re) Validated the Data file. I've Super Validated the Data file. Still won't keep the budget.
    Today, I get the error message on any "Planning" menu option.

    Thought you should know.
    Thanks,
    Rick
  • Quicken Jared
    Quicken Jared Moderator mod
    Well, it did not last long....
    I create a Budget, then the next time I open up Quicken...I get the old error message, "This Quicken file contains no budgetable accounts or categories. The Budget feature cannot be used at this time." when I click on the PLANNING menu. If I go through HOME --> Planning, then I get the open to "Get Started".
    I've tried both Manual and Automatic Budget setup. Did that two or three times.
    I've (re) Validated the Data file. I've Super Validated the Data file. Still won't keep the budget.
    Today, I get the error message on any "Planning" menu option.

    Thought you should know.
    Thanks,
    Rick
    Hello @CowboyNav1,         

    I am sorry that you are once again experiencing this issue. 

    The next step in this scenario would be to copy the data file. Please note that doing this will disconnect all online services in the copied file and you will need to sign back in with your Quicken ID and reconnect up all of your online accounts, online billers, Quicken Bill Manager services, etc if you plan to use that copied file going forward as the new copy also creates a new and separate dataset ID.

    If you are still interested in proceeding, save a backup, then proceed through the instructions below:

    1. Navigate to File
    2. Select Copy or Backup File...
    3. Select Create a copy or template
    4. Click Next
    5. Select Save Copy
    6. Select New Copy
    7. Click Ok

    I hope this is helpful, and I look forward to any updates you may be able to provide. 

    Thank you,

    Quicken Jared 


  • CowboyNav1
    CowboyNav1 Member ✭✭
    Copied the file.
    Clicking on "PLANNING" or the Home --> Planning brings up the same error.
    Validated the new copy --> no errors noted.
    FYI: The HOME --> Budget "In/Out/What's Left" window comes up.

    Me thinks building a Budget is not in my cards.

    My data goes back to 1990. I've made suggestions to add an End-of-Year option to Archive/delete data beyond a User-selected time period, say 5 or 10 years for me, as I like to be able to search my history for certain things, like "when did I buy that?". In the Copy process, it does give you that option to select a date range. If I do only copy data from 10 years ago till today, will that mess up any Investment/Bank accounts that I have had for more than 10 years (unlike the current End-Year Archive option)? I do understand it will still require re-setup of online accounts.

    Rick
  • robertmills03255
    robertmills03255 Member ✭✭
    edited April 19
    same issue - validate and super validate did not return any of the 5-8 budgets that have been present for years. I suspect the last R39 did something to make them vanish, unable to update to R40 as it thinks it is already up to the correct version (which it is not per "Help About")

    Update: did a restore from prior to the R39 update and budgets were present. It also appears that some accounts downloaded transactions going back over 60 days that had already been downloaded and accepted. Disabled the online sync to cloud as a precaution,
  • tdreed1265
    tdreed1265 Member ✭✭
    I lost the budget twice again today. Restore from a backup, update and reconcile my accounts. Then disappears. This is getting old very fast.
  • mike5119
    mike5119 Member
    The same with me, every other day my budget is gone and Quicken wants me to create a new budget. I have lost budgets from the last 10 years and now I can not keep a created budget for more than 2 days and then it is gone. What's up?
  • tdreed1265
    tdreed1265 Member ✭✭
    Yep, same here. Lost the budget again today. I backup my file every time before and after I make any updates to Quicken. Besides the fact that I've disabled Mobile sync which seemed to have helped for awhile at least, though lately I lose the budget at least every other session.
  • tdreed1265
    tdreed1265 Member ✭✭
    Lost the budget again today. Luckily I restore each and every session now, but this is horrible.
  • UKR
    UKR SuperUser ✭✭✭✭✭
    Where exactly is your active Quicken data file stored? The recommended (and default) place for Quicken data files is in C:\Users\_your_username_\Documents\Quicken. External USB drives or networked storage locations are not supported.
    Is any cloud backup software (Dropbox, MS OneDrive, etc.) actively accessing your Quicken data file while Quicken is running? If you are using any of these cloud backup products you need to configure them so as NOT to backup your active Quicken data file. Make it use either the Automatic Backup file or the Manual Backup file created as you close Quicken.
  • daviduhrich
    daviduhrich Member ✭✭
    I have the same issue - budget keeps disappearing. Lost all my previous budgets. Created a new budget for 2022 a week ago and lost it today in a session where I was viewing a budget report! I do not use cloud backup software nor do I use Quicken mobile. I have the latest version of Quicken for Windows. This is very frustrating - I will not be using the budget feature until this gets resolved.
    Quicken Support please fix this bug.
  • tdreed1265
    tdreed1265 Member ✭✭
    Lost my budget again today. Restored from the most recent backup which I take very single session now and discovered that 1/2 of my online accounts needed to be reset to download transactions. Such a waste of time let along the loss of mobile functionality which I have turned off to try and isolate the issues.