Why does syncing to the cloud mess up my budget numbers?

timandmelinda

I am having a serious issue with the planning/budget tool. Whenever I am done budgeting and setting everything up, I click on sync so it can go into the cloud. However, Quicken will then add random numbers into the budget from the beginning of last year (when I didn’t even use Quicken). Because these categories are rolled over, it messes everything up for this month’s budget. So I have to keep checking back to make sure all the numbers are correct and then I have to reset the cloud data every single time. I also have to backup my file after almost every major change. This is extremely annoying and unreliable for budgeting! Has anyone ever experienced this? I wish there was a way to lock any month’s budget after it’s done so that the numbers don’t change.

Chris_QPW

There have been many posts over the years that syncing to the cloud messes up, deletes the budget.

timandmelinda

@Chris_QPW It's crazy how they charge for this product and have not resolved this issue. If this isn't resolved, I'm going to have to switch to another software.

Chris_QPW

I have heard a "rumor" that they might have found the cause of the budget being deleted for a lot of people, and is a hard problem, but they are working on it:
https://community.quicken.com/discussion/7914934/budget-disappeared

So, maybe there will be a fix in the near future.
Whether this also ties into the problems with the budget and syncing to Mobile/Web isn't clear.

timandmelinda

@Chris_QPW I appreciate your replies. I really hope they get a fix because I'm already looking for good alternatives. Do you know of any? Haha!