Creating 2 different budgets

bigalwood

Two households, Two Budgets.

I have a rental house that I would like to see a budget for with only the bills and things for the house, and then a budget for MY house.

I can't figure out how to separate them out.

I am running Quiken Deluxe Version 5.6.2 on a MacOS 10.13.4

RickO

I don't really use the budget features, but I think you need to separate the two properties by category. That is, two sets of categories, one set for each property.

smayer97

RickO said:

I don't really use the budget features, but I think you need to separate the two properties by category. That is, two sets of categories, one set for each property.

Correct. Unfortunately, Quicken took out the ability to use Tags to do what you need, so that is the only alternative, other than tracking the finances for each in separate files. 

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bigalwood

*Sigh*  I think this is the only way too.  Thanks for the suggestion.

John_in_NC

RickO said:

I don't really use the budget features, but I think you need to separate the two properties by category. That is, two sets of categories, one set for each property.

The tag removal from budgets was actually a sound decision. When you have the ability to categorize and add multiple tags to transactions, it basically became nightmare use case programming scenario. Things were getting double, triple counted, etc. IIRC, it was less than one tenth of a % of users actually budgeted with tags, so that is why it got the ax.

smayer97

RickO said:

I don't really use the budget features, but I think you need to separate the two properties by category. That is, two sets of categories, one set for each property.

same argument can be used for reports...

There are solutions. I have presented a simple solution to it to the developers, that identifies to the user where there is double counting. We shall see if they do anything with it.  Can be applied to reports or budgets...

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