Mac: The Budget summary report calculates incorrectly for Income and Expense categories


You may have an expense category that you have alloted $500 for, but your actual expense for that category is only $200 for the month. When you run the Budget Sumary Report, the difference should be a positive $300 however it is showing as a negative $300.


This is a known issue in the Quicken 2007 and earlier Mac products.  To work around this issue, you can export the budget report to a spreadsheet such as Exel and make any changes to your report there.  This issue will not exist in the new Quicken for Mac product to be released in February 2010.  We apologize for any inconvenience this issue may cause.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.