Adding credit card to budget (Q Mac)

revboss

In setting up my budget, there seems to be no provision for multiple accounts, e.g. credit cards. I have any number of expenses recorded in my card acct, but only the main checking account income/expenses show up in the budget. I understand about the transfer/credit card payment thing, but no expenses from my card show up.

jacobs

@Quicken Harold I'm not sure what your response has to do with the question of why expenses in the original poster's credit card account aren't showing up in the budget.

@revboss The way budgeting in Quicken Mac currently works, it automatically includes all accounts; there's actually no way to exclude certain accounts (a feature some users have requested that hasn't yet been implemented. I'm wondering if somehow certain categories that you use for credit card accounts are not included in your budget. Open your budget, click Edit Budget in the upper left, and then click Select Categories in the lower left. Scroll through the category list to make sure all the income and expense categories you use are included in the budget, and uncheck ones you never use. Do you now see the current and prior year values in your budget?

Quicken Harold

Hello revboss. Appreciate your question.

According to this article: https://www.quicken.com/support/quicken-mac-12-month-budget-overview-and-getting-started, there are some categories that cannot be added:

Ignored Categories

A few “special” categories are always ignored by the budget and are not tracked:

• Adjustment
• Transfer
• Transfer: Credit Card Payment
• or any other subcategory under the “Transfer” category.

We apologize for the inconvenience.

~ Quicken Harold.

jacobs

@Quicken Harold I'm not sure what your response has to do with the question of why expenses in the original poster's credit card account aren't showing up in the budget.

@revboss The way budgeting in Quicken Mac currently works, it automatically includes all accounts; there's actually no way to exclude certain accounts (a feature some users have requested that hasn't yet been implemented. I'm wondering if somehow certain categories that you use for credit card accounts are not included in your budget. Open your budget, click Edit Budget in the upper left, and then click Select Categories in the lower left. Scroll through the category list to make sure all the income and expense categories you use are included in the budget, and uncheck ones you never use. Do you now see the current and prior year values in your budget?