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Budget Rollover Errors following last update

RedOwl

I have been really busy and did not get to review the March budget until today. I went into the budget tool and found that the "rollover balances at the end of the month" has been turned off for the current year and all prior years. This means that my rollover amounts have disappeared completely. Has this happened to anyone else?

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Budgets

Windows

Comments

Quicken Kristina

Hello @RedOwl,

Thank you for reaching out to the Community and telling us about this issue. I'm sorry to hear you're running into this problem. Based on what you're describing, is it safe to assume that everything was still good when you reviewed your February budget? If so, then this issue likely started sometime in March. Was there anything that happened in March, such as a power failure, power surge, unexpected program or computer shutdown, etc? Do you keep your Quicken file on your C drive, or is it on a shared network drive? Do you have it synced with any cloud service, such as One Drive or Dropbox (usually, you will see it in the file location if the file is synced with a cloud service)? The simplest way to check the file location, if you are in your Quicken and have the file open, is to click on File, and look near the bottom of the list, just above Exit. It will show the file locations for the 4 most recently accessed Quicken files with the one you are currently in at the #1 spot.

Most recently accessed Quicken files.png

Thank you.

RedOwl

Thanks for the quick response. I keep the file in my OneDrive. That means it is resident on my hard drive but a backup copy always exists in the cloud. I was worried about a corrupted file. I have been using the same Quicken file for many years. It's up to 118 MB.

Quicken Kristina

Thank you for your reply,

It is recommended that you keep your file directly on the C drive. If you need to keep it on One Drive, it would be a good idea to pause One Drive while you are accessing your file.

To troubleshoot this issue you're encountering, I suggest that you 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:

File
Validate and Repair File...
Validate File
Click OK
Close the Data Log
Close Quicken (leave it closed for at least 5 secs)
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:

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

Thank you.

RedOwl

I am afraid that the proposed fixes did not work. Both the validate and the super validate operations found corrupted data - but the budget rollover problem persists.

RedOwl

At this point I will start a new data file (kept on my hard drive with a cloud backup). I hate losing all that history but it's better than losing control of my budget.

Quicken Kristina

Thank you for your reply,

I'm sorry to hear its necessary to start a new file. That said, the history should still be available in the old file, as long as you don't delete it. This article gives information about alternating between multiple files.

Thank you.