Budget Allocation Numbers Gone Wild

bmgraphics
bmgraphics Quicken Windows Subscription Member ✭✭

I've been fighting this issue for the last couple of years and can't seem to get a straight answer for a fix.

My issue is that I have a list of specific entries in my Budget plan, with a set of specific dollar amounts for each entry. I Do Not sync with the cloud or any other Quicken add-on service and don't use the mobile app, PC only. Budget Graph view is set for Monthly.

That being said, each new month, Quicken changes my set allocation dollar amounts to random numbers, some just a little bit off, others are wildly off. My version R63.21 (I always maintain the latest version). I always have to reset my allocation numbers every month to their original intended amounts.

Over the last couple years, I've tried uninstalling, re-installing, different PC's etc., no joy.

Such a shame. I love the software except for this one key feature. Luckily, my PNC online banking website has a budget feature which works perfectly.

Any thoughts on why I have this issue?

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Answers

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @bmgraphics,

    Thank you for sharing those details, and I'm sorry to hear about the ongoing trouble you've been having with your budget allocations.

    To better investigate this issue, could you please provide a screenshot showing the affected budget allocations before and after they change? 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.

    Also, a few follow-up questions to help narrow things down:

    1. 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.)?
    2. Were there any significant changes to your system or software around the time this issue began (such as updates, new installations, etc.)?

    We’ll do our best to help get this resolved!

    -Quicken Anja
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