Budget Report Not Matching Planning Budget

slyredfox
slyredfox Quicken Windows Subscription Unconfirmed, Member
edited February 20 in Reports (Windows)

I am using Quicken Classic Premier Version R53.32. When I updated my budget for 2024, I noticed my budget report for 2024 budget income total did not match the income total in the planning budget. I use a custom budget report and had reused the one from 2023. I checked all the settings from 2023 and saved the report and it was still wrong. I ran the file validator a few times and it fixed a few things but the report was still wrong. Any ideas?

Answers

  • bmciance
    bmciance Quicken Windows Subscription SuperUser ✭✭✭✭✭

    One thought…in the planning budget are you showing reminders? If so, try turning them off (Budget Actions > View Options) to see if the report matches.

    Quicken Windows user since 1993.

  • slyredfox
    slyredfox Quicken Windows Subscription Unconfirmed, Member

    No. Good suggestion, though.

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    What is off? The budget numbers or the actuals, or both?

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  • slyredfox
    slyredfox Quicken Windows Subscription Unconfirmed, Member

    The actuals are off. Only the Total Income Actuals are off. Everything else is ok.

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    Everything else is ok

    If you add up the actuals that doesn't agree with the Total that Quicken came up with?

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  • slyredfox
    slyredfox Quicken Windows Subscription Unconfirmed, Member

    No. The total of the Income for Actuals is higher that it should be.

  • RichardCSchreyer
    RichardCSchreyer Quicken Windows Subscription Member ✭✭✭✭

    Most likely it is including an uncategorized or not budgeted transaction in the report. Check your settings

    Not Categorized.jpg

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