Trying to Make Sense of Budget Totals

Patrick
Patrick Member ✭✭
edited November 29 in Budgeting and Planning Tools (Windows)

Why does my new 2026 budget show expenses at $95,513 in upper right total, but on the itemized line item total it only shows $89,909? Diff of $5604 that I can't acct for? Anybody?

Screenshot (265).png
Tagged:

Answers

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Patrick,

    Thank you for reaching out. If you haven't already done so, try running a report, such as a current budget report, with the date range customized for 1 Jan 26 - 31 Dec 26. The report may help you spot what is causing the discrepancy.

    Please let me know how it goes!

    Quicken Kristina

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

  • Patrick
    Patrick Member ✭✭

    Nope it didnt identify why the $5604 discrepancy. The custom report did show a $95513 total expenses (as I showed in original question, the line item budget total shows $89,909) , but its still a wonder to me where is the $5604 at?

  • Patrick
    Patrick Member ✭✭

    I did just find that the budget rpt I posted that shows a total of expenses at $89,909 does NOT EQUAL the accumulated monthly personal expenses for each month shown. If you add them all up they equal the $95,513. SO, why is the budget rpt not adding things up correctly? Or why is it deciding to exclude something?

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for your replies,

    I'm not able to replicate the issue you're encountering. To check for possible file issues, I suggest that you try validating your data file.  Please save a backup file prior to performing these steps. 

    Validate: 

    1. File
    2. Validate and Repair File... Validate and repair.png
    3. 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.

    Please let me know how it goes!

    Quicken Kristina

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

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    How, exactly, is this Summary column calculated?
    It doesn't seem to be just the sum of all 12 months' budget amounts.

  • Patrick
    Patrick Member ✭✭

    Thanks for trying to help….and I guess my biggest question is why do the totals of the 12 summary months NOT equal the line item total for that line? They do equal the total I circles at the top which I'm not sure why they're different

    Screenshot (267).png

Categories