Planning tab totals do not match the budget report data

BryanR
BryanR Quicken Windows Subscription Member

I'm having an error with the Planning tab totals which do not match the budget report. I have done the following or note:

  1. Using the latest Windows version
  2. Asked Quicken support. They, um, are not the brightest.
  3. Copy and validate the file - no errors
  4. Built new budgets. All budgets new/old with the one user defined category "Skysail Charters" have the issue.
  5. Have no items in the "other" catchall categories
  6. Have no reoccurring or future bills defined
  7. Matched all report row data to the planning tab information and the data is the same but the Planning Totals are not. Verified income and expenses data match between the report and planning tab
  8. Verified the report total value is correct
  9. Only some months are off
  10. Both the Budget and Actual Totals are incorrect as can be seen below

Not sure what to do. Any ideas?

Here is a picture where they don't match for January. Data is rolled up on the left side because it does not fit on the screen.

Comments

  • BryanR
    BryanR Quicken Windows Subscription Member

    There seems to be an issue with the sign of an expense.

    I simplified the budget and the Totals work OK in this case

    but when adding an expense (To 2019 Bolt EV Loan) with no other change, the expense is incorrectly added to the total when it should be subtracted. $-498 + a $325 expense should equal $-823 but in this case it is $-173 (or $-498+$325). Very confusing. Why is this happening?

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