Allocated Budget Numbers Keep Changing

bmgraphics
bmgraphics Quicken Windows Subscription Member ✭✭
in Budgeting and Planning Tools (Windows)

I have been having this weird issue with my Allocated Budgets numbers in the "Planning" module. For over a year, these numbers keep changing from time to time from the numbers I have set, and I have to re-edit these numbers often. The values change between $50-100. I've read all the discussions on this topic. I have never used Sync or Web or Cloud, nor ever plan to. I would have figured, after all of the updates over the past year, this glitch would have been fixed.

Anybody else still seeing this issue?

Comments

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    More details, please.
    Which budget numbers are you looking at and what report or view are you using?
    Do these observed changes involve the current month's numbers or past or future months?
    Can you provide some examples of the problem?

    As far as Sync is concerned, are you sure that Sync is turned off in Edit / Preferences / Mobile & Web?

    Can you please capture one or more images of the parts of your Quicken window showing the issue, sensitive information blacked out as necessary to protect your privacy but annotated to describe the situation, and attach the image(s) here?
    How do I post a screenshot in the community from a mac

    How do I post a screenshot in the community from windows

    Please save images to files of file type PNG or JPG only. They're easier to work with than PDF files.

  • D_2
    D_2 Quicken Windows Subscription Member

    I believe I'm having a similar quandary. I'm a volunteer treasurer for a small nonprofit and recently switched over to Quicken after giving up with Excel spreadsheets set up by the previous treasurer. We set up a budget at the beginning of each year and I produce monthly financial reports for the Board. I would like to show with Quicken budget how our expenditures and income measure up to our budget amounts.

    Budget1.PNG

    For example, see Meeting Room Fee. We have incurred $525 to date. When I created this budget in Quicken, the annual budget amount was $2100, which should show as the Allocated Budget. But the Allocated Budget changes as more expenses are incurred in that category. So the Budget Status reads at the budget allocated amount when it should show $1,575 and the Allocated Budget should say $2100.

    This bar graph would be the best way for me to show the Board a snapshot of activity and the budget. I have two other budgets set up in separate files so I'm assuming the Everything Else at the bottom of the screenshot is due to the other two accounts. I would prefer to get rid of this line as it creates confusion.

    Any help is appreciated!

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    @D_2 ,
    have you downloaded and installed the latest software update, Release R 59.35, yet? It was released earlier this week and is said to have some budget-related bug fixes.

    Also, instead of working with the Graph View, have you looked at the budget's Annual View? This is a tabular view showing Actual, Budget and rollover Balance month to month for the Calendar or Fiscal Year and might shed a light on.

  • D_2
    D_2 Quicken Windows Subscription Member

    I've got the latest update. I could make this work if there was a way to add the Allocated Budget to each category. Suggestions? Also, don't understand where the $60,527 comes from and how can you adjust size so it can be printed on one landscape page?

    Capture.PNG

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