Budget report missing data

stevemcam

I ran my budget report today and one item from my checking account does not appear. The category and account are both listed, and previous months show up - but not the current month. I have checked dates, etc., and even copied the transaction from the prior month - then updated the date, but it will not show up on the budget report. Anyone else have this issue? First time for me. Thank you!

jacobs

If the transaction was downloaded from your bank (as opposed to entered manually), is it possible the Posting date for the transaction is in the next month? That is, a transaction dated April 30 in your register, but posted by your bank on May 1? Click on the transaction and select View > Show Inspector.

Also: the transaction in question does not include a Transfer, does it? (Transactions with both categories and transfers are very problematic, but I won't dive into that unless it turns out to be the issue here.)

jacobs

If the transaction was downloaded from your bank (as opposed to entered manually), is it possible the Posting date for the transaction is in the next month? That is, a transaction dated April 30 in your register, but posted by your bank on May 1? Click on the transaction and select View > Show Inspector.

Also: the transaction in question does not include a Transfer, does it? (Transactions with both categories and transfers are very problematic, but I won't dive into that unless it turns out to be the issue here.)

stevemcam

Thanks very much, it was a transfer so that could very well be the problem. I ended up just deleting it and then re-entering it from scratch and it hit the budget. Appreciate your response.