for example in the month of June the 1 month shows $8565 spent against $14041 goal yet the 12 month view shows $8584 spent against $13402 goal ???
when I drill down from a summary budget monthly expense line the detail report does not equal the total value in the summary I'm attaching a screen shot for this month of June but this discrepancy has been happening for months
The summary page shows all expenses for the entire month, the detail page only shows expenses up through today. So if you have any transactions occurring later in the month they show up on the main summary only.
For example I see a $21 difference between the two because I have a water bill transaction dated the 18th for that amount.
Hello @jghughes3,
Thank you for letting us know you're encountering this issue. To help troubleshoot, please provide more information:
I look forward to your response!
hi kristina
this issue has been going on for months. but I am embarrassed to say I can't find where the data file is stored on in iMac mini . it appears to be only found in the quicken cloud.
can you help me with saving a working copy on the Mac hd, I see no way of saving a file in the quicken file menu
@jghughes3 In the File menu there's an option for Show "file name" in Finder…; select that and it will show you where your file is being stored. By default, the file will be stored in your Library folder in Library/Application Support/Quicken/Documents.
Or you can click the red Q logo in the upper right of the main Quicken screen, and select "Show in Finder" from the dropdown menu there.
ok it shows the file name as current.quicken. is that a valid file name, I only see the name "current" at the top of the register in quicken
Yes, that's how it works. Quicken data files end in ".quicken" but Quicken doesn't show that portion of the name at the top of the window.
But the reason we went down this path wasn't for the file name, it was to find out where the file is stored. Once you have the Finder window open showing the data file, right click on the file and select "Get Info", then in the info window look for the line starting "Where:":
Let us know what that says.
here is where the file resides
we have verified that the data file is on the Mac hard drive. still need help with why there are different values
Hi @jghughes3,
Thank you for checking the file location. Since the data file appears to be stored locally on your Mac, we can rule out file location as a likely cause of the issue.
To help us determine whether the discrepancy is related to the current budget configuration, please create a new test budget and compare the results (please make sure to save a backup first).
Once the new budget is created, compare the June values in both the 1 Month and 12 Month views to see if the discrepancy persists.
Please let me know:
This test will help us determine whether the behavior is specific to the current budget or occurs more broadly across the data file.
I look forward to your update!
Thank you for your reply,
As @Jon pointed out earlier, the summary page shows all expenses for the entire month, while the details page goes only through the current day (to view the post, click here). Have you checked if you have any scheduled transactions that may account for the difference you're seeing?
Thank you!
Thank you for the follow-up,
I'm glad to hear that creating a new budget resolved the issue!
If you need further assistance, please feel free to reach out!
