Budget does not show actual expenses in graph view or annual view, although category history shows

Shiftalot

I am using Quicken R52.20 Build 27.1.52.20. For some budget categories, the graph view (or the annual / monthly) view shows zero expenses and an incorrect budget status, but the category history shows the correct transactions. This appears to be a bug! What can be done to fix this?

Example: Home insurance shows zero expenses

But the transaction history clearly shows the actual expenses.

The total budget status for these categories is also incorrect because it does not include the actual expenses.

Quicken Kristina

Hello @Shiftalot,

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. When did you first notice this issue? Which version of Quicken were you using when you noticed the issue? Do you keep your Quicken file on your C drive or is it on a shared network drive?  Is your Quicken file synced with any cloud service, such as One Drive or Dropbox (if it is, you will usually see the service name listed in the file location)? 

The simplest way to check your file location, if you have Quicken up and the file open, is to click on File, then look near the bottom of the list, just above where it says Exit.  It will list the file locations for the 4 Quicken files you have most recently accessed, with the one you are currently in at the #1 spot.

Do you have cloud sync turned on, or is it off? To check, you can go to Edit>Preferences>Mobile & Web.

Thank you.