I've been using the budgeting tool by month to compare budgeted expenses vs actual. (Q Mac)

JB49
JB49 Member ✭
edited August 2022 in Budgeting and Planning Tools (Mac)
This worked for all of 2021 and through May of 2022 but in June and now July most of my actual expenses are not showing in the actual. What can I do to be able to compare budgeted vs. actual in a report basis?

Best Answer

  • UKR
    UKR SuperUser ✭✭✭✭✭
    Answer ✓
    Are your recent transactions categorized properly?

Answers

  • UKR
    UKR SuperUser ✭✭✭✭✭
    Answer ✓
    Are your recent transactions categorized properly?
  • JB49
    JB49 Member ✭
    A new credit card wasn't checked to be included in accounts.
  • UKR
    UKR SuperUser ✭✭✭✭✭
    Oops! Glad you found the cause and fixed it.
    There are several places around Quicken, all versions and flavors, where adding a new account will not automatically include the new account in a view or report unless the view or report defaults to "select everything" all the time.
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