Spending Report vs Current Budget

David Mueller

My Actual Spending vs Budget report is great and has worked in the past just fine. But now this report shows Deductions in the Actuals, which I did not include in the Planning, and shows Budget for a Category I did not include in the Planning either; neither is checked in the Manage Budget Categories.

No other changes. Past Budgets do not make this mistake

Windows 10, Quicken R60.20 HF3

Quicken Anja

Hello @David Mueller,

We appreciate you bringing this to our attention!

I'd like to attempt to replicate this, however, could you please provide the exact steps you are taking? Please also include screenshots if possible. 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!

James Petillo

Something has changed in quicken budgets and budget reports. Always was easy to use but not anymore. One example is now when I run a budget report for Jan 2025 and click on categories all categories are checked but the correct ones are shown in the report. Just does not seem to match. If something has changed this basic it would have been nice to know. I'm losing confidence in trusting my numbers in quicken.

Quicken Jasmine

Hello @James Petillo,

Thank you for joining this thread though I am sorry to hear that you are also experiencing issues with your budgets and budget reports.

Have you noticed if this issue is happening with all budget reports or just for January 2025? If you try running a report for a different month or a different budget, does the same problem occur? Have you recently updated Quicken, and if so, did the issue start right after the update? When you say the categories are all checked but the report shows only certain ones, do you mean that the selections in the customization settings don’t match the final report output? Have you tried creating a new budget or running a different type of report to see if the behavior is consistent? Also, are there any filters or grouping settings applied that could be affecting what is displayed?

Let me know!

James Petillo

It is continuing to happen in Feb. I'm getting in the report under both income and expenses a Category <b>Everything Else<b> and you can't remove it. I called Quicken Support and he had me uncheck all categories and that seemed to remove the above category. Now it is back for no reason I can think of. Again when I go into looking at categories for the report and all the categories are checked. Doesn't seem to relate to the report. I think, but am not sure this started when Quicken change budgeting and reports in an upgrade.

Quicken Jasmine

Hello @James Petillo,

I suspect that this could potentially be a data file issue. Therefore, I suggest that you please try validating and/or super validating your data file. However, I do recommend that you first save a backup file prior to performing these steps.

Validate: 

1. File
2. Validate and Repair File...
   
3. Validate File
4. Click OK
5. Close the Data Log
6. Close Quicken (leave it closed for at least 5 secs)
7. Reopen Quicken and see if the issue persists.

If the issue persists, proceed to Super Validate. If the issue is resolved after performing validation, then please disregard the instructions to Super Validate.Super Validate:

1. File
2. Hold CTRL + Shift and click Validate and Repair File...
3. Super Validate File
   
4. Click OK
5. Close the Data Log
6. Close Quicken (leave it closed for at least 5 secs)
7. Reopen Quicken and see if the issue persists.

Let me know how it goes!

UKR

Based on the number of reports with "budget is messed up" I can only repeat one suggestion I read in one of the discussions:

In the Planning Tab / Budgets view click "Manage Budget Categories" and select only those categories that you wish to see in the view and the reports. Only select the subcategories at the lowest level, not their parent categories or the dreaded "Everything else" will appear and give you incorrect rollup numbers.
Make sure that "Show parent category rollup" is selected in Budget Actions / View options so that you will see the subtotals by parent category.

I'm not sure where the messed-up totals come from and how they can be cleaned up, but doing the above should give you valid totals. It appears to me that programmers made a change with unintended consequences …

RJC62

UKR provided a great solution. It worked for me!