Planning Detail View Not Summing Subcategories Properly

Madmax389

I created a simple budget to illustrate my issue. The main category is Household with a subcategory of Groceries and Media. Media has it's own subcategories called Internet and Streaming. Groceries, Internet and Streaming all have a $100 monthly budget. When looking at the Budget Only view, you can see Media rolls up properly displaying $2400, the sum of Internet and Streaming. Household rolls up properly showing the sum of Media and Groceries.

Now, when I switch to Detail View Household does not roll up Media anymore, only groceries. Media rolls up $2400 separately but is not included in the Household sum. At a glance, this would lead me to believe I have much less budget available in Household than I actually do.

Now, If I set the Groceries budget to 0, Household properly sums up the Media total.

Very confusing. I would expect Household to sum up the proper totals regardless of how many subcategories are present. Any help appreciated.

Madmax389

Nothing from experts?

Quicken Kristina

Hello @Madmax389,

Thank you for letting us know you're seeing this issue. To help troubleshoot, please provide more information. When did you first notice this issue? Do you keep your Quicken file directly on your local hard drive? In the problem budget and the simple one you did for an example, are all subcategories associated with the main category budgeted? If not, are there any transactions associated with subcategories that aren't in the budget?

I look forward to your reply!