Zero totals in Actual but correct details sub-report

Paul Smith2
Paul Smith2 Member ✭✭✭
edited January 25 in Budgeting and Planning Tools (Windows)

When I click on the "0" in my budget report, I see a sub-report that correctly lists all the transactions I'm expecting —

I followed the AI instructions on how to fix.., All the transactions are categorized as "Income" and not as transfers, and the report settings are set to include all transfers. AI is at a dead end, does someone else have some insight? I have validated the file. Help..

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Comments

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Paul Smith2,

    Thank you for letting us know you're seeing this issue. To help troubleshoot, please provide more information:

    • When did you first notice this issue?
    • Is this happening in the Current Budget report, Historical Budget report, or both?
    • Do you see the same thing in the Planning tab when viewing your Budget, or do the actuals reflect correctly there?
    • Is this happening with all categories in your budget?
      • If not, then which specific categories are affected?

    I look forward to your response!

    Quicken Kristina

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  • Paul Smith2
    Paul Smith2 Member ✭✭✭

    The report was correct 12/31/2025. I did a year end summary and printed it for my records.

    The problem is happening in a historical budget report I created last year (2025). There have been no changes in the budget report since it ran successfully at the end of 2025.

    The specific category is "social security" — which as I mentioned in my posting is classified as "Income" in the "Personal Income" group. All the other categories work fine. The totals are the same as the printed out version I put in my paper archive.

    When I change the budget setting to "Current Budget" and adjust the timeframe to 1/1/2025 to 12/31/2025 ; Go back to the 2025-1 budget I was using at the time — the same problem occurs in the "Social Security" category only.

    The "advanced" settings in the report that worked fine were: Transfers: include all; subcategories: show all; Categories: Budgeted only

    I'm currently running on R65.1.65.29

  • Paul Smith2
    Paul Smith2 Member ✭✭✭

    Additional comment: my 2026 cash Flow budget has the same category — social security and it recently downloaded from the US treasury. The transaction was found in the budget report as expected.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for your replies,

    Do you keep your Quicken file directly on your local hard drive? Is the file synced with any cloud service, such as OneDrive, iCloud, or Dropbox?

    I notice that you sync your file with the Quicken Cloud. Have you tested to see if turning cloud sync off helps? You can do that by navigating to Edit>Preferences>Mobile & Web.

    Mobile & Web off QWIN.png

    Thank you!

    Quicken Kristina

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  • Paul Smith2
    Paul Smith2 Member ✭✭✭

    Kristina — I changed the folder into which I backup from Dropbox to the local drive on this laptop.. Rebooted .. the subject report is still messed up — reports social security as zero for the year 2025 but shows all the correct deposits into that account. The transactions in Quicken are a split transaction showing positive entries for Social security as well as negative transactions for Health Insurance and medical:Perscription drugs.

    The AI "rabbit hole" I went down explained that if any of the transactions in the split were transfers, then Quicken would fail to include all of them in reports. None of them are transfers unless something else is happening that is not visible to me.

    I'm trying to validate my taxes with turbotax. The Quicken tax planner currently shows totals for the Social Security income in 2025 as expected. This cash flow report worked fine on 12/31/2025. Social Security income was currently correct in the Tax Report summary page for 2025.

    Help!!

    Paul

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