Budget Report Not Showing The Same amount as Budget Planning

fw6322+
fw6322+ Member, Windows Beta Beta
Using Q Windows R45.21
Did a change to my 2022 budget where there was only one month with a budget amount.  Changed the amount to zero.  The Report continues to show the original amount.  

The following steps didn't help:
  • Validated file ==> No Errors
  • Closed and restarted Quicken
  • Budget was set to all zeros on the line item.
  • Unchecked the Category in the Budget.
  • Created a new budget report.
  • Still shows the original amount.
Budget


Report

Ben using the Budget for years and have never seen this kind of issue!!!!

UPDATE:
  • Did the super validate and that didn't help.
  • Other task included reinstalling Quicken and deleted all Q System files and this didn't help.  Used the latest Q file from the website for the install.
  • Quicken has Budget window open ==> Go to upper right to Budget Actions button == ==> Budget Reports and select Current Budget and all worked correctly.
  • Second pathway is Reports at the top next to Help and chose Spending on the drop down ==> Current Budget and all worked correctly.
  • The Icon for Reports and Saved Reports showed the $5,700 and there seems to be some pathway issues in Q.

Comments

  • Quicken Jared
    Quicken Jared Alumni ✭✭✭✭
    fw6322+ said:
    Using Q Windows R45.21
    Did a change to my 2022 budget where there was only one month with a budget amount.  Changed the amount to zero.  The Report continues to show the original amount.  

    The following steps didn't help:
    • Validated file ==> No Errors
    • Closed and restarted Quicken
    • Budget was set to all zeros on the line item.
    • Unchecked the Category in the Budget.
    • Created a new budget report.
    • Still shows the original amount.
    Budget


    Report

    Ben using the Budget for years and have never seen this kind of issue!!!!

    Hello @fw6322+,   

    We apologize about this problem with discrepancies in budget amounts. Thank you for alerting us to this here on the Quicken Community. 

    I saw that you had tried validating the data file earlier; have you also attempted a Super Validation? Navigate back to your original data file, then you can save a backup by navigating to File > Copy or Backup File... in the upper menu at the top of the screen, then proceed through the following instructions, if you haven't already:
    1. Navigate to File
    2. Hold CTRL + Shift and click Validate and Repair File...
    3. Select Super Validate File
    4. Click OK
    5. Close the Data Log
    6. Close Quicken (leave it closed for at least 5 secs)
    7. Reopen Quicken and see if the issue persists.
    Let us know if this helps.

    Thank you,

    Quicken Jared 
  • UKR
    UKR SuperUser ✭✭✭✭✭
    After changing your budget, did you close and reopen the budget report?
    In the report, are you selecting the correct budget table by name and budget year?
  • UKR
    UKR SuperUser ✭✭✭✭✭
    Adding on to my earlier response:
    In the report, double-click the blue amount to drill down to a transaction detail report. What date range do these transactions fall into?
This discussion has been closed.