In the planning tab, I am trying to update the budget to actual, but after input, it will not update

Carlic
Carlic Quicken Windows Subscription Member
edited October 2023 in Budgeting and Planning Tools (Windows)

In the planning tab, I am trying to update the budget to actual, but after input, it will not update; not with Save or Enter.

Answers

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    The moment you add, change or delete a register transaction, the budget is recalculated in the background.
    When you open the Budgets view, no additional calculations are necessary.
    When changing a monthly budgeted amount and saving it, all necessary rollup calculations are performed as the screen refreshes.

    What makes you think there's a problem? Can you show us with a screen image snapshot and explain, please?

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