I voted for this feature....see it as a big major missing feature....I have accounts for my wife and I (primary checking, savings, Christmas account) + "Virtual Wallet" accounts for my kids -- so there are at least 8 accounts that I honestly don't care about for my budget. I need to manage the transactions for these accounts and reconcile, etc. but the budget should be based on the one Primary Checking account which is our spend account. Ideally -- all functions should have that feature -- budget, reports, calendar -- have the ability to select/de-select accounts. Along with that -- the ability to select/de-select transfers HAS to be added too. Just too much double counting. Going to have to stick with YNAB until these are in place.....Budgets has very good promise but just not quite there. Thanks much.
As best I can tell the only way to fix this is to use Quicken only for the account you want have in your budget. You would have to deselect account that don't go into the budget but then you would not have access to them in Quicken. The ability to select which accounts feed the budget is critical.
Keith, I totally agree with you and think I have found the solution. To make sure only the accounts you want to show on the budget are correct, go to "Accounts" in the tool bar at the top of your screen and select "hide and show accounts". In the reports column on the far right, check all the accounts you DO NOT WANT TO SHOW UP ON YOUR BUDGET. If you want an account to show up, make sure it is "unchecked" in the reports Column. Make sure you see the note at the bottom left of this Hide and Show Accounts window which says: "Transactions will not download to accounts that have been hidden in Lists (the column to the right of reports). If you want an account to download from your bank, you must make sure it is not checked in Lists. I hope this helps.
Without this feature - the budget reporting is not at all useful for me because at least four or five major budget items are affected and the yearly and reporting values are thrown off. Back to excel
You can now VOTE for the feature to Include or Exclude Transfers on Budgets, here: https://getsatisfaction.com/quickencommunity/topics/add-ability-to-include-or-exclude-transfers-on-b...Be sure to click on the link above to go there, then click VOTE at the top of THAT page to increase the count and therefore its visibility to the developers.If you do not click VOTE at the top of each one, your vote will NOT be counted!(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
All these proposed work-arounds are asinine. Quicken needs to fix budgeting. 2015, 2016, 2017, 2018 and counting. How much longer do they need ?
Jacobs, wish to "thank you" for your very informative and helpful response to not only concerns about Quicken 2018 vs Quicken 2019 upgrades and improvements but especially for clarifying better what's been going on with Quicken since severance from Intuit and their supposed intent to get the badly needed changes made to the Budget features so income/expenses can be better managed not only via Investments but from "accounts" in general. If all accounts one uses can be selected or deselected to fit one's particular needs it will be a GREAT help in making a budget more accurate as well as easier to use. Thank you for your time and effort to bring us all up to speed. That restores my faith that Quicken does care about its consumers and our input. A nice Christmas relief for sure. )