I've got a bug in reports for budget vs actual. I get a catch all category in the wrong place.

jill2025
jill2025 Quicken Windows Subscription Member ✭✭

When I created my budget, I chose to use only some subcategories within in a main category. I understand that Quicken creates a subcategory called "everything else" to capture the other subcategories even though I don't use them.

When I run the budget vs. actual report, the "everything else' subcategory moves up to category level with the name <b>Everything else<b> and has a budget amount equal to all the subcategories and categories between the category it belongs in and where it pops up in the report. It has no actual value since there are no entries in the unused subcategories and the budget amount doesn't seem to be added back to the overall total expenses. The <b>Everything else<b> shows up somewhere below each category that has subcategories.

I can make this go away by including all the subcategories with in a category in my budget and reporting. It adds a lot of lines with no useful information to the report. I started using your budgeting tool to avoid having to re-enter information in a spreadsheet just to get a readable report.

Answers

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Alumni ✭✭✭✭

    Hello @jill2025,

    Thanks for reaching out!

    If you don’t mind, could you please provide a few screenshots of the categories and issues that you described? 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. Please remember to redact any personal information as needed.

    I appreciate it!

    -Quicken Jasmine

    Make sure to sign up for the email digest to see a round-up of your top posts.

  • jill2025
    jill2025 Quicken Windows Subscription Member ✭✭

    Here are some screen shots. The first shows the report I've highlighted the EVERYTHING ELSE items that are out of place and the values that seem to make up the totals. Notice that the error isn't consistent. EVERYTHING ELSE in the GROCERY category is in the right place. The other attachments are the planning view tab showing the Categories that contain EVERYTHING ELSE.

    Thanks for your help.

    Jill

  • jill2025
    jill2025 Quicken Windows Subscription Member ✭✭

    @Quicken Jasmine

    I added the reports you asked about. Any thoughts?

    Thank you,

    Jill

  • dms51
    dms51 Quicken Windows Subscription Member

    I have the same issue. It started fairly recently, but not sure which Quicken update. It affects all saved reports and is very annoying. I hope Quicken will be able to fix this major regression quickly.

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Alumni ✭✭✭✭

    Hello @jill2025 and @dms51,

    Thank you for providing those screenshots and more information. Also, thank you for joining this thread to share your experience.

    Upon further review, I can see that we have an active alert regarding the same issue that you both are currently experiencing regarding the "Everything Else" category appearing in Budget Reports with no option to remove this category. You can view the alert here, which I suggest that you bookmark for all further updates and any new information that may arise.

    We appreciate your patience and support as our teams continue to investigate and work towards a resolution!

    -Quicken Jasmine

    Make sure to sign up for the email digest to see a round-up of your top posts.

This discussion has been closed.