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Budget report not calculating correctly

jdschachte

Here is a picture of my current budget report. Why are the calculation off in the actual column?

Another Budget problem. In the planning tool. I have entered values into the Jan column, than "apply Jan budget to all of 2024". 2 questions:

What is the total at the bottom supposed to represent?
Why don't the first 9 months total equal the same as the last 3 months?

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Comments

UKR

Picture 1, the Actual column. Did you record a transaction with a category = "Salary" in the amount of $100?
The rollup totals math does include transactions categorized to a parent category, but I would have expected that to show in a "Salary: Other" pseudo-subcategory (unless explicitly excluded in "Select categories to budget"

The Totals line on the annual budget view is the sum of all categories, Income, Expense, Transfers. If the monthly totals for Oct - Dec are different, there must be at least one of the categories' budgeted amount which differs from the rest.
Since you have created a 2024 budget already, which option have you chosen when you extended the 2023 budget into next year? There may even be a difference in the amounts budgeted for Oct - Dec 2023 which was carried forward.

jdschachte

UKR: Regarding picture1`, the report. interesting, I did find the subcategory of salary causing the discrepancy. Curious though, it was a category not turned on for budgeting, or reporting, however the $100 does show up in actual of the report calculation.

OK, I found what was causing the discrepancy between Sept - Oct; no idea how that happened, as I used the "Apply Jan forward to all of 2024". I also had to turn on ALL categories to find this discrepancy.

I still don't understand the usefulness of "Totals" in the bottom of the planning/budgeting view. I would expect "Totals" to = income - expenses +/- transfers (depending which way they are going). The difference at the bottom of the "report" calculates as expected, why doesn't the planning view do this? "Totals" seams useless?