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Quicken Classic for Windows
Budgeting and Planning Tools (Windows)
Playing with different budgets
capnron
I have been making different budgets for future situations. I was doing OK until I went back to my original budgets and found all of this month's transactions missing from several of my original budget categories.
Also, the "future" use budgets disappeared from my planning list.
My plan was to develop budgets for reduced income then see where my actual transactions exceeded predicted future categories.
I have spent 5 years learning to manipulate the budgeting tools.
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Planning Tools
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Quicken Jasmine
Hello
@capnron
,
Thank you for contacting the Quicken Community, though I do apologize that you are experiencing this issue with the Budget functionality.
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
:
File
Validate and Repair File
...
Validate File
Click
OK
Close the Data Log
Close Quicken (leave it closed for at least 5 secs)
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
:
File
Hold
CTRL + Shift
and click
Validate and Repair File
...
Super Validate File
Click
OK
Close the Data Log
Close Quicken (leave it closed for at least 5 secs)
Reopen Quicken and see if the issue persists.
Please let me know how it goes!
capnron
Followed outlined steps and even super validation did not restore current month transactions. Next?
capnron
Here are the affected categories. The May file has all the right stuff, the June file is missing historical and current data.
June.jpg
May.jpg
capnron
I think I have found the answer to my "perceived" problem.
Jasmine, thanks for jumping in. I am sure that it did not hurt anything by validating the files.
Quicken Jasmine
Hello
@capnron
,
Thank you for coming back to update us, I am glad to hear you found a resolution to the issue you were experiencing.
Would you mind sharing your resolution so other users that experience this issue may be able to resolve it?
Please do not hesitate to reach out with any further questions or concerns!
capnron
Perceived problem resolution: Do not jump to conclusions.
Just because my "after" budget did not appear in my planning options, did not mean that I had lost data. I was looking at a group of my planning budget lines and thought more data should have been there. I made assumptions that were unfounded. Sorry to have taken up others time for my mistake.
Quicken Jasmine
Hello
@capnron
,
Thank you for sharing!
Please reach out with any further concerns!
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