2013 Budget and Budget Reports

I just upgraded from 2011 to 2013 and am having fits with the budgeting function.  First, there are categories for which I have budgeted amounts and which I checked to show as visible, but they are not showing up in the budget screen or budget reports anywhere.  It seems like the category doesn't exist even when I check it to be visible.

Second is the budget reports.  I have budgets for transfers, but despite changing every setting I know, I cannot get the transfer categories to show in the reports.  I have had to resort to putting everything into an Excel spreadsheet to get an accurate report.

When you spend $100 for a product, it should make your life easier, not harder.  Anyone have any similar issues or solutions?

Answer

3 people found this helpful

The new reports (I upgraded from 2011 to 2013) are abysmal. My long-used tried-and-true Saved Reports no longer work. Can't seem to get sub-totals in categories, and have yet to find a workable "Actual to Budget" report.

I've been using Quicken since version 4.0 in 1995.

I'm extremely disappointed. This is hardly an "upgrade experience" which will encourage people to upgrade each year.
Was this answer helpful? Yes No
10 additional answers

No answers have been posted

More Actions

People come to Quicken Community for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

Select a file to attach:

Do you still have a question?

Ask your question to the community. Most questions get a response in about a day.

Post your question to the community
or contact us