This post has been closed and is not open for comments or answers.
Quicken Community Home Page

Budget Report--no subtotals by major category

Quicken 2013's Budget Report does not provide subtotals by major category!!  Only a listing of all the subcategories.  Does no progammer at Quicken even use Quocken?  OK they do now allow negative expenses in budget, but the negative expense will not net against other positive expenses in the Budget Report.  Tnis is what happens when you allow an effective monopoly to be created.
  • I have a similar problem.  My reports show the groups and the categories within the groups.  Some of the groups get totaled and some do not.
  • I just upgraded to Q2013 (Canadian Version) and am REALLY annoyed with these bugs in the Budget report.  I'm particularly annoyed that 3 months later, nothing has been fixed!

    Notwithstading the problem with showing unbudgeted categories in the report (which collapses all categories/subcategories into the large INCOME, PERSONAL EXPENSES, etc groups), I still don't see an option for subtotals by categories in the budget.  When I try to deselect the subcategories and leave only categories checked, the only line item I see is "Category: Other".  For example, in Auto, when I deselect Fuel, Maintenance, Parking, etc., all I see left in my budget report is "Auto:Other" with a total of 0.00.

    Has someone been able to figure out a workaround for this?
  • Thanks for the response Chrisdvd!  So does this mean that if I set up a new 2013 budget with the parent category budgeted as the sum total of all the children (subcategories), then it will show me the parent category in the budget report?  I will give that a shot!
The feature you are asking about is controlled by the customization's Advanced Tab, Sub Categories "Show All" choice.  However is is broken in '13 Budget Report.  You can see the format you are looking for in the Income/Expense by Category Report.  You can toggle the feature on and off in that report.
  • @NoWayJose

    I have all of my Category Groups included in the report and the report organizes my subcategories correctly.  However, in some of my groups there are group totals and in some of them there are none.  Can you help me out with this?  I have tried to discern the differences between the ones with totals and the ones without and I can't find any difference.

    Benny

    **EDIT**

    I have found the difference.  Now I just need to know a way to fix the problem.  The groups that have no group total have both income and expense items in them.  The reason I do this is because some of my categories have a yearly budget of say $4,000 but actually spend $10,000+/- during the year, but funds come in to offset the expenses.  Is there a way to fix this?

    Benny
  • Thanks, SuperUser NoWayJose, for pointing out that if you go back and reselect the summary categories when selecting categories, they will appear in the Budget Report.  It is curious that you must reselect them, however.  They were selected in my Q2012 Budget Report and apparently got deselected in the transition to Q2013.

    With respect to Quicken as a monopoly., Quicken had 70% of the market when Microsoft (with 22% of the market with Microsoft Money) tried to acquire them in the mid 90s.  Justice said that combination would create a monopoly.  Now Microsoft Money is gone and Quicken has somewhere in excess of 90% of the personal financial software market.  Quicken's monopoly power is what allows it to increase prices by 17% this year from last year.  It also it what allows it to charge existing customers $10 more than direct buys from Amazon for the same product--and no preference for existing users.(I know, I'm free to buy it directly from Amazon...)

    Look, I love Quicken.  I have over 15 years worth of data invested in Quicken, I probably have personally sold 50-60 people on Quicken.  My shackles are very thick and completely binding.  I won't change.  But I do get concerned when any company can monopolize any market.  (Cable companies anyone??)
  • "The groups that have no group total have both income and expense items in them".

    This is a different problem than the one that began this discussion.

    I see what you're referring to and I would say it is a bug. The capability existed in Q2012, and I believe it should exist in Q2013.

    I don't know of any workaround.
  • @Chrisdvd

    Based on the original post, I don't believe that:"The feature you are asking about is controlled by the customization's Advanced Tab, Sub Categories 'Show All' choice".

    If the op is seeing only subcategories (and either no parent categories, or parent categories with no amounts); that can't be happening because "Hide All" subcategories is selected.

    When I "Hide All" subcategories, I see only parent categories and they all have amounts (parent category totals).

    When I "Show All" subcategories, I see all parent and subcategories that are selected in the budget, and they all have amounts.

    A problem that can be involved here is that the Budget report option to display "Non-zero actual/budgeted " categories is broken ... you can only use "Budgeted only" for the Categories selection. That is why parent categories must be selected in the budget in order to see them in the Budget report. That is: *any* category that you want to see in the Budget report must be selected in the budget ... until the bug is fixed.
  • I will amend my previous comments of earlier today.  While, reselecting the  group categories does get them to show in the Budget Report with the subcategories listed below them, the summary total of the total budget then includes BOTH the group total and the subcategory amounts--in other words, it double counts them.  

    Really disappointed....  This is two years in a row the budgeting function has changed significantly and gotten screwed up.

    EDIT:  Frankly, I've given up on Quicken 2013.  I will fall back to Quicken 2012 and will request a refund on Quicken 2013.  It is simply amazing to me that a personal financial planning program, whose primary purpose is "personal financial planning" does such an abysmal job of the budgeting (ie. financial planning...) portion of the program.
  • @nowayjose  My understanding of the OP's question was that he wanted to see a presentation like this link shows in the budget report.  That is the aspect I referred as being controlled by Show All/Hide All.  It worked that way in '12 Budget  but does not in '13.

    http://dl.dropbox.com/u/35546129/SubCatTotals.PNG
"Tnis is what happens when you allow an effective monopoly to be created".

Hogwash.

First: Quicken isn't even close to being a monoply.

Second: Q2013 does subtotal for parent categories ... when they're included in the budget, and not excluded from the Budget report.

Third: I see acutal amounts that have "negative expenses" netted with "positive expenses" in the Budget report.
    "That is the aspect I referred as being controlled by Show All/Hide All".

    The option to "hide subcategories" just hides subcategories (leaving the report to show one row per top level category).

    When the option to "show subcategories" is selected, the only change it makes is that all (selected) subcategories appear in the report on their own row.

    If you're referring to the Q2012 use of an extra two rows for subtotalling parent categories (one row for the underline and one row for the amounts), that is just a distinction between the way Q2013 and Q2012 show subtotals in the budget reports.

    If you haven't chosen to "show subcategories", there are no subtotals to show ... in any format. It's not the "show/hide" option that is determing the format of the subtotal; it's just the way Q2013 shows subtotals.

    But couple that with the fact that Q2013 will not show any category amounts if you select the budget report Categories option "Non-zero actual/budgeted". So in order to insure you see parent category subtotals in a Q2013 budget report, you must select the parent categories in the budget (that way "Budgeted only" will include those parent categories). [Hopefully that bug will be fixed in a future release.]

    If you have selected a parent category in the Q2013 budget, it will appear in the budget report, and its row will contain the subtotal of its subcategories. So the subtotal in Q2013 will appear at the beginning of the group of subcategories, rather than at the end, as in Q2012. And there will be no underline, so one less line to display the subtotal. And, yes, that is a different *format* than Q2012 - but it can't be described as no "subtotals by major category".
      error - sorry