My budget report does not show a property tax payment from my escrow account

Tom Auer

I have verified that my escrow account is included in the account list for my report, and that property taxes (which I have as a subordinate category under Housing) is selected for the report. That omission is the biggest variance in my spending from beginning of year to end of last month. How do I correct that/

Quicken Anja

Hello @Tom Auer,

Thanks for reaching out to tell us about this issue!

To better assist you, could you please provide the following details?

• Where is your Quicken data file stored? Is it on your local hard drive (C: Drive) or a cloud-based/external drive (e.g.: OneDrive, DropBox, USB, etc.)?
• Have you attempted any troubleshooting steps so far? If so, what were they?
• When did this issue first start occurring?
• Were there any significant changes to your system or software before the issue began (updates, new installations, etc.)?
• Could you please provide screenshots of what you are seeing? 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.

Your answers will help us diagnose the issue more effectively.

Looking forward to your response!

Tom Auer

Hi Anja,

I am committed to helping make Quicken, which is a fairly complex product with many interfaces to other online services, into a better product, so let's try this…

• Where is your Quicken data file stored? Is it on your local hard drive (C: Drive) or a cloud-based/external drive (e.g.: OneDrive, DropBox, USB, etc.)?

>My Quicken data file is stored on my local hard drive.

• Have you attempted any troubleshooting steps so far? If so, what were they?

>Of note: this is a Wells Fargo mortgage. I recently had trouble updating from the Wells Fargo site, and deleted the automatic download. I have not found a way to add it back.

• When did this issue first start occurring?

>This is a new phenomenon, reflecting the fact that I have recently become more aggressive in exploring the budget reporting features. I transitioned back to a Windows computer, and Quicken Windows, less than a year ago.

• Were there any significant changes to your system or software before the issue began (updates, new installations, etc.)?

>See my above notes concerning downloads of Wells Fargo mortgage accounts. I have recently adjusted the payment dates and amounts for my property tax payments. My escrow account still shows a clock icon, suggesting that I have pending tasks, although I did enter the payment into the escrow account ledger.

• Could you please provide screenshots of what you are seeing? 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.

>I don't know what screenshots would be of interest here. The payment is posted to the escrow account ledger (dated April 30), but is not listed on a budget report for custom dates, from January 1 through April 30.

Tom Auer

More detail on this bug, and I think there is a subtle bug at play here: I have now had to enter the same property tax payment from my escrow account for the third time. The first two times I made that entry, it disappeared. There seems to be a problem with a biannual scheduled payment from an escrow account posting correctly. I manually re-entered that payment, and it now shows in the report.

Quicken Anja

@Tom Auer Thanks so much for your detailed response!

I have sent you a direct message, please navigate to the inbox in the top right-hand corner of the Community page and check your inbox.

Thank you!