Why does budget not work

Quicken Windows 2017 Member

I entered monthly budget figures for income and expenses. The budget report shows the income budget figures correctly but not the expense budget figures. Instead I get the actual monthly expense in both the month column and the budget column. What gives?

Also, is there a way to enter different budget figures for April and August? What am I missing here?

Answers

  • Quicken Windows Subscription Moderator mod

    Hello @janineabq,

    Thank you for coming to the Community to share your experience. To assist with this issue, please provide more information. Are you seeing this issue in the Current Budget report or the Historical Budget report? Is your budget information reflecting correctly in the budget itself? If possible, please provide a screenshot (with any personal information redacted). 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.

    To enter different budget figures for April and August, make sure your budget is on Annual View.

    Click on the budget category or subcategory you need to edit, then click the gear icon. In the menu that displays, click Edit yearly budget…

    That will bring up a screen that shows you the budget for that category/subcategory for each month, and give you the ability to edit as needed.

    Once you have edited those months, click OK.

    I look forward to your response!

    Quicken Kristina

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