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My budget report does not match my budget in Quicken

suzanneagan

When I pull up a report, the value in the Budget column is just slightly less than the actual budget value. I don't understand why or how to fix this. For example I have one budget category at $200 but in the report it comes up as $180.65. This is driving me crazy. Can someone please help?

Suzanne

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Comments

RichardCSchreyer

Check to see that in report formatting whether or not cents is turned on, if so turn it off.

UKR

https://community.quicken.com/discussion/7944504/my-budget-report-does-not-match-my-budget-in-quicken

Are you looking at budgeted amounts vs. actual transaction amounts?
For example, you budgeted $200.00 but this month you only spent $180.65

If you would, please show us screen image snapshots of the problem so we can see what you're looking at.

suzanneagan

Turning off the cents didn't work. Here is what I am talking about. On my budget report the fuel is $187 but on the budget below it's $200. Insurance is $650 but on the budget report it's $608. I have no idea why it's doing this

UKR

Are the report and the budget view both looking at the same Budget Table by Name and the same budget year?

Bob_L

Some date selections will allocate the budget to match. So for example if you are half way through the period, the budget gets adjusted to one half.

Bob_L

Change the date range to monthly, not month to date, and then select current month

suzanneagan

Changing it to monthly fixed it. I have always used Quicken on Mac and just switched to Windows so that was new to me. I really miss the Mac version as it is so much better! Thank you so much.