Planned Spend Categories Resets in Future Months
I've seen other posts on here for this issue, but I haven't seen a true fix.
For 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 at least a year now. I'm thinking it has to do with releasing spending. 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.
[edited to fix formatting]
Comments
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I haven't seen this as much lately, but it was around for a while.
If you go to the current spending plan, and you decide to delete an expense series, it won't affect past months. Then you can just start afresh with a new planned series that will be reflected in this month's plan and future months. There won't be any need to do anything else. Your transactions are already categorized and the Spending Plan will take care of the rest.
To do this, edit the Expense Series and choose Delete. You will get a pop-up that will tell you what to expect. Then simply create a new series.
Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 2009
MS Money (1991-2009) and Dollars & Sense (1987-1991)0
