Why is the "To Date" column in the Planning tab not correct when the monthly column is correct?

KevinS2022

There was a previous question, but it was closed due to the user not following up. I have a similar problem and would like to reactivate the question. Attached is a screenshot of what I am seeing.

It appears to be most prevalent in the Total Expenses line at the top of the report, and any Category that has Other as a subcategory or Everything Else.

The actual and the budget seem to be fine, but the problem only shows us in the details.

[Edited Readability]

Quicken Laura

Hi @KevinS2022,

Thank you for reaching out and for providing a screenshot; it’s very helpful. I attempted to replicate the issue on my end, but was unable to do so.

To better understand what might be causing this, I have a few questions:

1. When did you first notice this issue?
2. Where is your data file located? To check, please open Quicken and go to File. At the bottom of the menu under recent files, the file with the checkmark next to it is the one currently open; please share the full file path shown there.
3. Is your file being backed up or synced with any third-party services (such as Carbonite, OneDrive, or Backblaze)?
4. Have you tried restoring a backup from before the issue began?
5. Have you tested whether the same behavior occurs in a new budget?

Once I have this information, I’ll be better able to assist you with the next steps.

I look forward to your response.