How does the Planning tab pull data?

CL Anderson
CL Anderson Quicken Windows Subscription Member
edited February 28 in Budgeting and Planning Tools (Windows)

I am running Quicken for Windows. I created a new budget for 2026. In the annual view the amounts on the top ribbon do not match the numbers on the actual budget. Also, the budget amounts on a current report are incorrect. It changes the Feb. amounts like it is averaging form some other data. I've even deleted and restarted the process, but it is still wrong. I have called support and they say they will call back in a few minutes, but never call. HELP!

Screenshot 2026-02-27 144725.png
Screenshot 2026-02-27 145924.png
Tagged:

Answers

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @CL Anderson,

    Thank you for reaching out. To help troubleshoot, please provide more information:

    • When did you first notice this issue?
    • Is this happening with everything in your budget?
      • If not, which specific categories are you seeing this happening with?
    • Are any of the categories in your budget assigned to a custom category group?

    To answer your question about where the data comes from, it should be pulled from transactions in the accounts and categories you designated in your budget.

    I reviewed your interaction with Support. On the ticket, they documented that they scheduled a callback on 26 Feb. Did they reach back out to you on the 26th?

    I look forward to your reply!

    Quicken Kristina

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

Categories