Planned Spend Categories Resets in Future Months

JKBudget
JKBudget Member ✭
edited September 30 in Troubleshooting

I've seen other posts on here for this issue, but I haven't seen a true fix.

For probably a year or more, I've had my planned spend categories revert to a previously entered budget amount. I will change them and at that time, future months reflect that change, but it variably will revert whenever I log in next. I haven't pinpointed when or why this happens, but it's been going on for probably a year now. It is very frustrating spending the time and trying to remember what I set each category at.

The other posts I saw say to delete the category series and create a new one. I don't think I want to do that as it will unlink transactions to that category.

Is this still a known issue by the team? Thanks.

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  • SRC54
    SRC54 Superuser ✭✭✭✭✭
    edited August 30

    I've had it happen as well. I just keep changing them back. It usually happens to me when I get an updated web app, I think. I am monitoring it to glean some sense of it.

    By the way you can delete future planned spending and it should NOT affect the past spending plans. I just tested this so you can go to September Spending Plan and delete away. Then recreate them.

    Edit: Also, I edited my August categories today and I notice that my future ones reverted. I think it may have something to do with how much we fiddle with them.

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009
    MS Money (1991-2009) and Dollars & Sense (1987-1991)

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