In creating a new budget previous months actual amounts are not populating the budget

Ruth Holden
Ruth Holden Member ✭✭
edited May 2022 in Budgeting and Planning Tools (Windows)
I have tried both the Basic and using Advanced Settings but Quicken is ignoring the income but populating Expenses. Is this just another bug?

Best Answer

  • Sherlock
    Sherlock Member ✭✭✭✭
    Answer ✓
    Ruth Holden said:
    The issue is not expenses. Those are displaying correctly. The issue is the Budget is not reading/displaying/counting income from the beginning of the year. And, yes, I have selected the correct category of income as it display correctly for the future. So, expenses are right, income is wrong for the past three months.
    I am not able to reproduce the issue.  Here is what I did:  I created a new budget, added an income category I know had activity this year in the accounts included in the budget.  When I open the Annual view with Details, the actuals from earlier this year are present.

    If you haven't already, I suggest you verify the earlier transactions are in accounts included in the budget view.  To determine which account are included in the budget view: select Budget Actions > Select accounts...

    If the issue persists, you may want to review: https://www.quicken.com/support/advanced-data-file-troubleshooting-correct-problems-quicken-windows

Answers

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    I don't think it is considered a bug.  If you let Quicken pick the categories, it is only going to pick expense categories.

    Note if you pick them manually then it isn't going to give any kind of suggestion on what the budget numbers need to be.
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  • Ruth Holden
    Ruth Holden Member ✭✭
    The issue is not expenses. Those are displaying correctly. The issue is the Budget is not reading/displaying/counting income from the beginning of the year. And, yes, I have selected the correct category of income as it display correctly for the future. So, expenses are right, income is wrong for the past three months.
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    @Ruth Holden I guess I didn't make it clear what I was trying to convey.

    For "whatever reason" what you describe is how it works.  Whereas you might consider that a bug, to the developers if it is performing as designed, then it isn't a bug.

    Given that it has always been this way, I would have to guess that it is by design.

    You can suggest a feature change by posting it in an "Idea" thread.  Go to the Home page and then:


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  • Sherlock
    Sherlock Member ✭✭✭✭
    Answer ✓
    Ruth Holden said:
    The issue is not expenses. Those are displaying correctly. The issue is the Budget is not reading/displaying/counting income from the beginning of the year. And, yes, I have selected the correct category of income as it display correctly for the future. So, expenses are right, income is wrong for the past three months.
    I am not able to reproduce the issue.  Here is what I did:  I created a new budget, added an income category I know had activity this year in the accounts included in the budget.  When I open the Annual view with Details, the actuals from earlier this year are present.

    If you haven't already, I suggest you verify the earlier transactions are in accounts included in the budget view.  To determine which account are included in the budget view: select Budget Actions > Select accounts...

    If the issue persists, you may want to review: https://www.quicken.com/support/advanced-data-file-troubleshooting-correct-problems-quicken-windows
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    @Sherlock I I believe that the question is about the fact that the budget numbers will be populated for the expenses Based on the past actuals if you ask Quicken to select the categories for you.

    But the income categories will not be selected and they will not be filled in based on the actuals.
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  • Sherlock
    Sherlock Member ✭✭✭✭
    edited April 2021
    Chris_QPW said:
    @Sherlock I I believe that the question is about the fact that the budget numbers will be populated for the expenses Based on the past actuals if you ask Quicken to select the categories for you.

    But the income categories will not be selected and they will not be filled in based on the actuals.
    @Chris_QPW When I add an income category to a budget, the budgeted amount for the income category is filled in based on the actuals.  In other words, Quicken is populating the budgeted amounts based on the history in the accounts for both income and expense categories and independent of whether the categories were selected by Quicken.  Note: I am using R32.10.
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    edited April 2021
    Thanks @Sherlock

    I thought that was the case (even though doesn't work like the expenses, I did think it worked once you added the income category).  But I tried it, and it didn't work for me, so that is why answered that.  But I think I messed up, and picked an Income category that didn't have any income in it, because when I just tried it again, it did fill in for me.

    So the answer is that it does work, it just doesn't pick the income categories for you automatically.
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