Current Month Budget not Displaying all Month's Transactions - just up to today (Q Mac)

Quick_Brown_Pan

When drilling into the transactions in the budget window for the current month - the filter is set to just show the start of the month til today instead of the entire month's transactions. See the screenshot attached - today is October 1st and it is only showing transactions for 10/1 to 10/1 instead of the entire month 10/1-10/30

Quicken Kristina

Hello @Quick_Brown_Pan,

When did you first notice this issue? Which version of Quicken were you using when the issue started? Is the filter set to This Month, or might it be on Month to Date? If you haven't done so already, have you closed and re-opened Quicken to see if the issue persists?

Thank you.

jacobs

@Quick_Brown_Pan Could you please provide information about where you are starting from to drill down to the screen shot you showed?

As you're likely aware, there is no real budget report in Quicken Mac. It looks to me like you are using a Summary by Category report which you have named "Budget"… is that correct? And you have clicked on the amount of a category to drill down to see the transaction details for that category, resulting in the Transaction report you posted above… is that correct? If so, go back to the "Budget" (Category Summary) report and check the date range. Is it October 1-October 2? Click Edit and see what the date range you've specified. If I create a Summary report with the date range of "This Month", the report does show transactions through October 31, not just through October 1 — as do any drill down transaction reports. Perhaps you have "Month to Date" selected instead of "This Month"?