Savings Goals do not show up in Budget Report

jimdarch
jimdarch Member
edited May 8 in Reports (Windows)
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?

Comments

  • Quicken Jared
    Quicken Jared Moderator mod
    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?
    Hello @jimdarch

    I am sorry to hear about any confusion or frustration experienced in relation to the Budget Reports feature. Thank you for asking about this here on the Quicken Community. 

    I am somewhat unclear about the exact nature of the issue. When you are creating these Budget Reports, are you doing so by going to the PLAN tab and then selecting Current Budget, or Historical Budget? Are you using another method to generate these reports? Also, what release version of Quicken are you currently running? You can check this by going to Help > About Quicken in the upper menu at the top of the screen. 

    I look forward to hearing your responses to these questions.

    Thank you,

    Quicken Jared 
  • jimdarch
    jimdarch Member
    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$.
  • Quicken Jared
    Quicken Jared Moderator mod
    edited May 11
    jimdarch said:
    I am at release R40.1 Build 27.1.40.21.
    I am using the Current Budget Report. I adjust the report for the custom dates (for instance, April 1 - May 31) then save it to My Saved Reports. That way I have an end of month report that shows actual vs budget for the previous month, and budget for the coming month. The problem is that budgeted savings goals amounts do not show on the Current Budget Report, but only show 0$.
    Hello @jimdarch,   

    I do apologize that the resolution to this issue remains somewhat unclear at the moment. Thank you for keeping in communications with me about this problem. 

    First, save a backup by going to File > Copy or Backup File... in the upper menu at the top of the screen. Next, open a new data file by going to File > New Quicken File... in the upper menu at the top of the screen. Next, select New Quicken File and click OK. Choose a file location and then click Save. Select Don't use mobile and web. In this new 'test' data file, try to create a Current Budget Report in the way you would do so normal circumstances.

    I look forward to hearing about the results of adding savings goals in the test file. I hope to hear from you again, soon. 

    Thank you,

    Quicken Jared