Buggy behavior in setting manual budget in Quicken Windows

Tom Auer

I am using Quicken Windows R 65.29. I made a report of actual expenditures by category for 2025, then exported that report to Excel. In Excel, I calculated each category divided by 12, then rounded to the nearest $10. I then tried using those amounts for the baseline version of my 2026 budget in Quicken. (I am quite comfortable with Excel, so that exercise was easy.)

I'm seeing a couple of interesting bugs in Quicken when I take that approach. (For each category, I was using the Apply Jan Budget to All of 2026 option.) For a random few categories, currently Clothing, HOA Dues, Fuel, and Vacation: Travel, the total column shows last year's actual rather than the total for all of the budgeted months for 2026. (I hope it's not too obscure why I am using rounded numbers for my budget, making easy to tell that the totals are off!)

I have a report which I have titled Budget vs. Actual to Previous Month, which was derived from the stock Current Budget report. I'm seeing the same bug on that report, when I run it with last year's expenses and my initial 2026 budget: random categories show the budget as actual rather than planned.

I realize that Quicken has some functionality to generate a proposed budget automatically. I don't see any good reason why my exercise in doing so partly manually shouldn't work, and the results I'm seeing make me question the accuracy of the budget reports.

Separate bug: when I check the status of my program in About Quicken, it shows my subscription as having expired on my last renewal date, though my credit was charged (I can see it in the Quicken ledger!) for the renewal.