"Current Budget" report shows a different amount than the Budget

setyourvision

I have spent most of this day trying to set up a budget using this past year of data. It has been a constant battle of unexplained errors and trying to correct amounts Quicken has calculated for the budgeted amounts of multiple categories in several different months. For example, my Rent since February has been exactly $735.00 and the actual amount paid - including December - is $735.00. For some unknown reason, Quicken has decided that the budgeted amount for December **in the report** is $260.00 - even though the amount shown IN THE BUDGET is $735.00 and it's already been PAID! That's just ONE issue!

Mysteriously, the report of one category deduction from my paycheck showed 7 ENTRIES - even though the transaction itself ONLY HAS ONE! It did this for the 5 paychecks in April and May. But when I first looked at the transaction, it only had a single entry for that item. So, after I closed and ran that report again - I could no longer edit that transaction. When clicking to see the paycheck splits - every section was blank and showed $0. The transaction in the register was still correct. I decided to just copy another paycheck and edit the amounts and give it the date of the corrupted one.

No, no, no, no no!!! That doesn't work because once I did that and saved it, I deleted the corrupted one. After correcting several and deleting the original paychecks...the ones I had corrected and saved WERE NO LONGER THERE!!! Apparently, if you try to "copy" a paycheck (like copying any other transaction), once you save it - the original one disappears. So, even though it "appears" to be a "copy", it's the original paycheck transaction.

I had to create a brand new paycheck, edit and enter it 5 times to replace the ones that disappeared. I have spent well over 5 hours seemingly going around in circles because this doesn't make any sense.

I decided to try "Repairing" the file. Big mistake! So even though there were not any real issues with the data...QUICKEN decided to change the Category Groups of about 10 BUSINESS CATEGORIES to "Personal" categories. SERIOUSLY?!!!

So, not only do I have try to create a budget manually, now I have to go back and correct the category groups of my business categories. Ridiculous...

Quicken Jared

setyourvision said:

I have spent most of this day trying to set up a budget using this past year of data. It has been a constant battle of unexplained errors and trying to correct amounts Quicken has calculated for the budgeted amounts of multiple categories in several different months. For example, my Rent since February has been exactly $735.00 and the actual amount paid - including December - is $735.00. For some unknown reason, Quicken has decided that the budgeted amount for December **in the report** is $260.00 - even though the amount shown IN THE BUDGET is $735.00 and it's already been PAID! That's just ONE issue!

Mysteriously, the report of one category deduction from my paycheck showed 7 ENTRIES - even though the transaction itself ONLY HAS ONE! It did this for the 5 paychecks in April and May. But when I first looked at the transaction, it only had a single entry for that item. So, after I closed and ran that report again - I could no longer edit that transaction. When clicking to see the paycheck splits - every section was blank and showed $0. The transaction in the register was still correct. I decided to just copy another paycheck and edit the amounts and give it the date of the corrupted one.

No, no, no, no no!!! That doesn't work because once I did that and saved it, I deleted the corrupted one. After correcting several and deleting the original paychecks...the ones I had corrected and saved WERE NO LONGER THERE!!! Apparently, if you try to "copy" a paycheck (like copying any other transaction), once you save it - the original one disappears. So, even though it "appears" to be a "copy", it's the original paycheck transaction.

I had to create a brand new paycheck, edit and enter it 5 times to replace the ones that disappeared. I have spent well over 5 hours seemingly going around in circles because this doesn't make any sense.

I decided to try "Repairing" the file. Big mistake! So even though there were not any real issues with the data...QUICKEN decided to change the Category Groups of about 10 BUSINESS CATEGORIES to "Personal" categories. SERIOUSLY?!!!

So, not only do I have try to create a budget manually, now I have to go back and correct the category groups of my business categories. Ridiculous...

Hello @setyourvision,            

I am sorry about this trouble with budgets. Thank you for addressing this with us here on the Quicken Community.

First, in regard to the issue with changing business categories, have you tried restoring from a recent backup? We recommend saving backups frequently by navigating to File > Copy or Backup File... in the upper menu at the top of the screen. Provided that this has been done often, you should be able to restore from a backup that was saved just prior to when this issue emerged by navigating to File > Restore from backup... in the same menu. I am curious about whether or not this problem continues in the restored file. 

Let me know how this works for you. 

Thank you,

Quicken Jared