Budget tool keeps adding entries from history.
Is there a way to turn off Quicken automatically modifying a budget?
I created a new budget for 2024. Quicken keeps repeatedly adding in history from 2023 actuals. This is NOT helpful! There are one time things that happened in 2023 that do not need to be budgeted again in 2024. For example: one time dental work in 2023 does not need to be budgeted in 2024. I edit this out and in a few days, it's back. I also use QuickBooks. QB will ask if you want to use last year's actuals or to start from blank. However, no matter what you choose, it doesn't modify the budget after it's created. Quicken needs to work like that.
Comments
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1) Are you Syncing to Mobile/Web?
AND
2) do you actually use the Mobile app on your smartphone or the Quicken on the Web browser-based app?The Sync process has been suspected of a number of weird happenings with Quicken.
Could your problem be caused by Sync?If you answer "yes" to the 1st question and "no" to the 2nd
question, turn Sync off completely. You don't need it. The Sync process should
only be used in conjunction with the Quicken app for Smartphones or the Quicken
on the Web browser app. It cannot be used as a replacement for backing up and
restoring your Quicken data file.If you answer "yes" to both questions, try to Reset Sync so that the
current cloud sync file is replaced with a fresh complete copy
Do note that a full Sync process may take many minutes to complete.
How to reset Sync to Cloud
- Log out of your mobile app, then do this on your desktop / laptop:
- Go to Edit / Preferences / Mobile and Web
- Click the "Reset your cloud data" link and follow the instructions until it is complete.
- Sync your desktop file to the cloud
- Now log back into your mobile app
How to turn off Sync to Cloud for the current data file
- Go to Edit / Preferences / Mobile and Web
- Change the Sync radio button and set it to OFF
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