Selected Categories add back

oharalarry
oharalarry Quicken Windows Subscription Member
edited 1:53PM in Budgeting and Planning Tools (Windows)

When I create a budget, and I select categories I want to appear in the report, if I go back to the settings and want to add or remove a category, the report picks up all the categories. If I go back to settings and look, the radial button has not changed to ALL CATEGORIES, but all the categories in Selected Categories show as all selected again.

Every time I make a change to categories, I save the report, so it's not going back to another version. I'm lost as to how to fix this.

Quicken Budget.png

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Comments

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @oharalarry,

    Thank you for sharing your experience.

    When I attempt to replicate this in my own Quicken, I am not seeing the same thing as you have described. I have some follow-up questions for you.

    • Is this a new or saved report you are customizing?
    • Have you successfully run this report before?
      • Is this a new issue?
      • When did this start?
    • Can you provide the exact steps you are taking?
    • Where is your data file located?
      • You can check this by going to File. The first file listed at the bottom of the list is the current file you are in, and the file pathway will be displayed. That's what we are looking for.
    • Is your file being synced/backed up by any third-party services like Dropbox, OneDrive, or Google Drive?

    Looking forward to your response!

    Quicken Alyssa

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