Why does summary "Budgeted Income" not match entered actual budgeted income I entered?

kress32

While using the Planning --> Budgets option along with "Annual view" and " Budget Only" for viewing purposes, I entered an Income (category: salary) for the year. Under the far right column labeled "2022 Summary BUDGET" it gives the correct Income that I entered for the year, but not when viewing the green "Summary Budget" bar that goes across the top. Some how the green "Summary Budget" bar says I have thousands of dollars more budgeted for the year than what I actually entered. I checked to make sure that the only income category I was using is "salary". No other income categories are selected. Does anyone know how to get the green "Summary Budget" bar Income to match what was actually entered? Thank you for your time!

Quicken Anja

Hello @kress32,

Thank you for reaching out to the Community and telling us about your issue, though I apologize that you are experiencing this.

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: 

1. File
2. Validate and Repair File...
   
3. Validate File
   
4. Click OK
5. Close the Data Log
   
6. Close Quicken (leave it closed for at least 5 secs)
7. 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:

1. File
2. Hold CTRL + Shift and click Validate and Repair File...
   
3. Super Validate File
4. Click OK
5. Close the Data Log
   
6. Close Quicken (leave it closed for at least 5 secs)
7. Reopen Quicken and see if the issue persists.

I hope this helps!

Chris_QPW

The Bar at the top of the Annual view only shows expenses, it doesn't show income in the budget number.

Example:

kress32

Hi Chris_QPW - Thank you for the response. My bar shows "SPENDING" on the far left side of the bar and "SAVINGS" on the far right of the bar. When I hover my cursor over the savings section of the bar, a highlight window pops up with a formula that shows "Savings = Budgeted Income - Budgeted" with the corresponding numbers for each variable. My issue is the "Budgeted Income" shown in the popup formula does not match what I actually budgeted (allocated income). Which in turn does not give an accurate savings at the end of the year. Please see the attached picture where I circled the "Budgeted Income" and allocated income, I'm trying to figure out how to get these two number to match.

kress32

Chris_QPW - For some reason I'm unable to post screenshots to this forum (frustrating). Hopefully my description above makes sense. I'll keep searching on how to add screenshots so you can see my issue that I'm having.

kress32

Chris_QPW - I created a PDF file showing the picture I mentioned before. Hopefully you are able to see it. Let me know if you can not. Thanks!

Chris_QPW

When you first start out in this forum the only way to attach images is by dragging them into the comment box and it will attach it to the comment.  I can see your PDF and will comment on it as best I can below.  Note that images are easier to view on here.  Also it takes a LOT of "points" on here before you can post them inline.

And I was "reluctant" to post on this because how they are calculating all the numbers on the bar is definitely confusing, and maybe even wrong.  I tend to never look at them.  I did notice that the one budget number wasn't affected by the income budgeted so I posted on that.

I might add that I seldom look at the Graph View which throws yet more strange variables into the picture.
For instance they handle "Everything Else" differently and the reports don't even have this.  These are a few of the inconsistencies in the budget system in Quicken.  And it would be very frustrating for me too if I actually used it.  I mainly just look at it trying to help others with it.

Looking at your screenshots it definitely looks like a bug to me.


Cutting it down even more:
Here it is for monthly and it is correct:


Here it is for yearly:

Year to date!