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Cannot display different budgets on the same Classic Dashboard

Bill L

I have two budgets and so I have added 2 Budget (Widgets) to my custom Dashboard. However, even though I can manually change which budget is displayed in which widget, it resets every time I leave the Dashboard and come back.

For example, if I set the top Widget to Budget 1, and the bottom Widget to Budget 2 and then leave the dashboard by clicking on my checking account. When I come back, both Widgets are displaying Budget 2 (because that was the last change I made for either widget).

Seems like a bug that you can add multiple widgets but they don't remember their own settings. Any fix?

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Windows

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NotACPA

That does sound, to me, like a bug. Have you reported this to Q Support via the link at the top of this page.

THIS forum is "user-to-user", not Q employees, and since I've never heard of this before I don't know anything else about it.

Bill L

https://community.quicken.com/discussion/comment/20468428#Comment_20468428

Thanks. Yeah I had sent it in as an issue but have not heard back so I thought I'd ask just to see if someone else figured out a trick.

I did find out that there is an "Expense" widget you can add and then I can select the Root Categories that I used in Both of my budgets… it looks a bit odd, but it gives me the monthly total so far. Not ideal but …. :)

NotACPA

Don't expect to hear back after reporting an issue. It just doesn't work that way. And, until JUST BEFORE any fix is released, they won't even discuss it publicly.

Quicken Anja

Hello @Bill L,

I attempted to replicate this issue, but was unable to.

To clarify— did you just add both budgets in the Dashboard recently and immediately noticed this issue happening, or have you had them set up in the Dashboard for a while, and the issue just recently started happening but was working fine before?

Also, what if any troubleshooting have you tried so far? And if you don't mind, could you please provide screenshots? If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

Thank you!

Bill L

https://community.quicken.com/discussion/comment/20468484#Comment_20468484

Did you just add both budgets in the Dashboard recently and immediately noticed this issue happening, or have you had them set up in the Dashboard for a while, and the issue just recently started happening but was working fine before?

I have had my custom "classic" dashboard the same for years. However I just recently created an additional budget and added it to my Dash. It is only when I did that did the issue start (because it was the first time I had duplicate widgets on the same dashboard)
Oddly, in trying to get a screenshot, I could not make it mess up again by going to different accounts and then back to the home screen. However, if I closed Quicken and then re-opened it, the problem was there. And to clarify, this is with Quicken Classic for Windows.

I've attached 2 screen shots. One shows the dashboard how I manually configure it before I close Quicken. The second shows what comes up when I re-open Quicken.

What it should show.png

What it does after reopening.png

Quicken Anja

Thank you for the additional information.

Can you tell us where your data file is located on your computer— is it on your computer hard drive (C: drive) or in a cloud-based/external drive (e.g.: OneDrive, DropBox, USB, etc)?

Also to start with, I suggest you try clearing Quicken cache. First, save a backup (just in case), then you will need to close Quicken. From there, open your File Explorer, you will need to remove the “Cache” folder from “C:\programData\Quicken”, then reopen Quicken.

Once you have reopened Quicken, let us know if the issue still continues!

Quicken Anja

Hello again @Bill B,

Can you tell us if you sync your file to the Quicken Cloud for the purpose of using Quicken on the Web or the Quicken Mobile app?

Upon opening my own Quicken today, I have just encountered the same issue. Therefore, we will be forwarding this issue to the proper channels to have this further investigated. However, we request that you please navigate to Help > Report a problem within your Quicken program and submit a problem report with log files and screenshots attached in order to contribute to the investigation.

It would also aid the investigation to include a sanitized file when submitting the problem report. A sanitized file is a data file that removes personally identifiable information so you can comfortably share this file with the Quicken team.

While you will not receive a response through this submission, these reports will help our teams in further investigating the issue. The more problem reports we receive, the better.

We apologize for any inconvenience in the meantime! Thank you.

Bill L

Thank you and no apologize needed. It is a slight bug and it happens (I'm a developer myself).

As for the file, it sites on a network folder, and I do NOT use Quicken cloud or Mobile for anything. It is just the Windows Classic client running on my laptop, pointed to the quicken database sitting on my home "server".

Also, for the "report a problem", I have actually already done that initially. and then I turned to this community just to confirm my issue and see if anyone else had noticed. So Quicken should already have a sanitized file (and I think I had even included a screen shot).

Thank you for you assist. Happy 2025!

Quicken Anja

@Bill L Thanks for confirm the additional information, and yes, I did see after sending my response that you had submitted a Problem Report so those logs and sanitized file have been attached to the ticket.

Thank you, and Happy New Year!