How does the Planning tab pull data?
I am running Quicken for Windows. I created a new budget for 2026. In the annual view the amounts on the top ribbon do not match the numbers on the actual budget. Also, the budget amounts on a current report are incorrect. It changes the Feb. amounts like it is averaging form some other data. I've even deleted and restarted the process, but it is still wrong. I have called support and they say they will call back in a few minutes, but never call. HELP!
Answers
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Hello @CL Anderson,
Thank you for reaching out. To help troubleshoot, please provide more information:
- When did you first notice this issue?
- Is this happening with everything in your budget?
- If not, which specific categories are you seeing this happening with?
- Are any of the categories in your budget assigned to a custom category group?
To answer your question about where the data comes from, it should be pulled from transactions in the accounts and categories you designated in your budget.
I reviewed your interaction with Support. On the ticket, they documented that they scheduled a callback on 26 Feb. Did they reach back out to you on the 26th?
I look forward to your reply!
Quicken Kristina
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Hello @CL Anderson,
We haven't heard back from you in a while. Do you still need assistance?
Check back and let us know! Thank you.
Quicken Kristina
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Hello again,
Checking in once more before this thread is closed.
Let us know if you still need assistance.Thank you!
Quicken Kristina
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