jimdarch said: I am using the Subscription version of Quicken for Windows. In the Budget Planner I list Savings Goals as Assets (vs. income & expense). (This is done by the account selections in the Budget Planner, selecting them as Savings Goals, and instead of transfers in - transfers out.) After doing this the Savings Goals show up in the Budget Planner as a Savings Goals class at the bottom of the Budget Planner. It allows budgeting of Savings Goals contributions or withdrawals, and also records actual contributions or withdrawals under the Actuals column of the Planner. This part works great. The Budget Report does not work so great. It shows all zeros for the savings goals budget entries - even for previous months, but does show actual contributions or withdrawals once the date is in the past, i.e. Quicken considers them already done. In the budget report settings the Savings Goal accounts are selected, and the report is set to include internal transfers. The budget report worked fine for savings goals until recently. It seems to have changed after an upgrade to the program. Does anyone know why the savings goals will not show on the Budget Report as part of the monthly budgeted amounts?
jimdarch said: I am at release R40.1 Build 27.1.40.21. I am using the Current Budget Report. I adjust the report for the custom dates (for instance, April 1 - May 31) then save it to My Saved Reports. That way I have an end of month report that shows actual vs budget for the previous month, and budget for the coming month. The problem is that budgeted savings goals amounts do not show on the Current Budget Report, but only show 0$.
jimdarch said: Sorry it takes me so long between replies. I followed your suggestion about creating a test file and test budget report. The budget report works correctly, i.e. the savings goal is reported correctly in the budget report. (I created a checking account with income deposits, and a budget with a few categories of expenses. I created one savings goal and contributed funds from the checking account. I created a current budget report and all figures showed up correctly, including the budgeted savings goal, as well as the actual savings goal contribution.) That leaves me wondering how to fix my current file. I have run file repair on it and it passed successfully but did not correct the problem. I have a lot of financial data in it from starting from about Jan 2021. (I like to have a prior year in the file for comparisons and tax purposes.) To recap the situation - My savings goals show up as budget and actual in the budget planner, but the savings goal budgeted amounts will not show up on the current budget report. Do you have any suggestions to correct this? Thanks - Jim
jimdarch said: I think the problem is solved. I did validate and super-validate. After doing so I created a new Current Budget report. The budgeted savings categories displayed the budgeted amounts in the budget column of the report. Actual transfers to and from savings categories were not showing up. I altered the report settings on the Advanced tab, Transfers, and set it to "Exclude Self-Transfers". After doing that the actual internal transfers to and from savings goals display in the Actual column of the Budget Report. So now I have the savings goals amounts showing up in both the Budget column and the Actual column. This is exactly the result I have been trying to accomplish. Thank you for your help.
