Over Budget on Categories

michelecross_22

I saw the previous discussion, but this was set correctly and the amount I show as over budget is about 3000 not just pennies. How can I see which 3 categories are overbudget so I can adjust. Nothing is showing in the summary column as overbudget

UKR

Sometimes a picture is worth a thousand words …
Which view or report are you looking at?
Can you please capture one or more images of the parts of your Quicken window showing the issue, sensitive information blacked out as necessary to protect your privacy but annotated to describe the situation, and attach the image(s) here?
https://community.quicken.com/discussion/7867159/faq-how-do-i-post-a-screenshot-in-the-community-from-windows

https://community.quicken.com/discussion/7663259/faq-how-do-i-post-a-screenshot-in-the-community-from-a-mac

Please save images to files of file type PNG, JPG, or GIF only. They're easier to work with than PDF files.

michelecross_22

Here you go

Chris_QPW

The big problem with that message is that there isn't any way to get it to tell you what categories it is talking about let alone which month!

Also, it doesn't take into account rollovers.
Say you have a budget of $50 a month for gifts and have set it to rollover.
You have a given of $60 in January, and no gift in February.  It will report that category as being over budget.  In fact, I think you can reverse that and have $50 in rollover money for February and it will still mark it as over budget if you have a $60 gift.

The totals are much more useful.