How can I get my budget numbers back? They disappeared after I deleted a duplicate bank account.

PlsTellMeHowToDoThis

I use Quicken Deluxe Release 60.10 on Windows 10.

Last week you resolved a duplicate bank account for me by telling me how to delete the duplicate. I did that, then performed a One Step Update on all my accounts. I am immensely grateful.

copy of previous issue is below:

After I made the recommended correction, my accounts and historical transactions looked good. However when I tried to create a "Budget vs Actual" report for the month of Jan 2025, Quicken told me there were no budget amounts. My categories are all still intact, but no dollar amounts.

Earlier in January, I had used my 2024 budget to create a 2025 budget and saved it with the name "2025 Budget."

I have backups from earlier in January that contain the "2025 Budget." Should I go back to one of those? Then I would need to go through and update accounts/transactions again to bring everything current.

If you have a more expedient remedy, that would be wonderful.

Thank you so much.

Quicken Jasmine

Hello @PlsTellMeHowToDoThis,

I am sorry to hear that you ran into more trouble after we were able to resolve the original issue.

To me, this sounds as though there may be an issue within your data file. My first thought is to sign out and then back into your data file to give your file/accounts a small refresh. You can follow the instructions below, it is recommended to save a backup (just in case).

1. Navigate to Edit
2. Preferences...
3. Quicken ID & Cloud accounts
4. Click Sign in as a different user (or it might say Sign in using a different Quicken ID)
   
5. Follow the prompts to Sign Out
6. Sign back in using your Quicken ID (email) and password

Let me know how it goes!

PlsTellMeHowToDoThis

Hi Jasmine.

I did as you instructed to refresh my data file. When I signed back in, there's still no Budget. 😌

__________________________________________

Quicken Jasmine

Hello @PlsTellMeHowToDoThis,

I am wondering if perhaps you had linked that specific budget to the account that was deleted? You could create a new budget or restore from a backup that contains the 2025 budget. Please keep in mind that you will have to delete one of the duplicate accounts again as it will be located within the backup.

Please let me know how this goes!

Quicken Jasmine

Hello @PlsTellMeHowToDoThis,

I haven't heard from you in a few days and just wanted to check-in. Are you still needing assistance?

Let me know!

PlsTellMeHowToDoThis

Hello Jasmine

Thanks for checking with me. I'm still having problems. I need help. Here are the steps I have taken since our last conversation:

1. I ran a full virus scan on my laptop. Nothing was found.
   
2. Yesterday I restored a local 2025 backup that had my 2025 budget data but was saved BEFORE the duplicate account occurred. It looked good. No duplicate accounts. I made a few edits to the Budget amounts then saved it online and locally. I did NOT do a OneStepUpdate. The only 2025 transactions the file contained were from early January.
   
3. Today I opened Quicken. It asked me if I wanted to open my desktop file or the latest online backup. They should have been EXACTLY alike. I'm afraid I don't remember which I chose. (I have the online backup set to take place every 5 minutes while I'm working on it and upon exit.)
   
4. Everything looked good…. budget intact and no duplicate accounts.
   
5. I proceeded to the OneStepUpdate screen. I got a message that Quicken has a version update available. I ignored it and did NOT perform the update.
   

5. I performed the OneStepUpdate for all my accounts. It acted a little strange then gave me the same error code for every one of my accounts.

6. I tried running the OneStepUpdate with only one account. I got the same message.

7. I did not continue. I went back to the Home Page. To the left of the name, all my accounts have a red circle with a line through it.

8. What is your recommendation now? I was afraid to attempt the "Fix It" on the accounts. I thought it might put me right back to my original problem, duplicate accounts.

By the way, I started using Quicken in January 2024 so this is the first time I've started up a new year. It has been wild ride.

Thanks in advance for your help.

PlsTellMeHowToDoThis

Hello Jasmine,

Can you help me with my followup question dated January 9th. I really appreciate it.

Thank you so much.

If you are out of the office, maybe someone else could help?

Quicken Jasmine

Hello @PlsTellMeHowToDoThis,

I do apologize for my delayed response, thank you for providing more information.

First, I do suggest updating to the latest Quicken release to see if the same issue is still occurring. You can do so by navigating to Help > Check for Updates.

Please let me know if the issue with the CC-800 error message continues to occur.

PlsTellMeHowToDoThis

Thanks Jasmine. I checked to see if there were any new releases and found none. I'm currently using R61.17 HF1.

I experimented with deactivating, then adding back each financial institution using "Link to Existing" (one at a time). That seems to be working. I have all my accounts back, no duplicates and 2025 budget is in place.

I think my initial mistake happened when I added the 2025 budget. I must have replaced and renamed the 2024 budget instead of creating a new one. Then I messed up again when I tried to get rid of the duplicate account… I didn't choose "Link to Existing."

I've learned a lot. Thanks for all your patience and educating me.

Have a good day.

Quicken Jasmine

Hello @PlsTellMeHowToDoThis,

That is wonderful, I am happy to hear that you were able to find the cause of the issue and reach a resolution.

Thank you for coming back to update us!