Is there a way to remove an account from the Budget tool?

I create a mock account and I don't want to include it in the budget tool. Can you edit which accounts it pulls into the budget?

Best Answer


  • plgondeck
    plgondeck Member ✭✭
    Never thought of that. Good to know. That may be something, they could fix in the future.
  • mpissanos
    mpissanos Member ✭✭
    In the PLANNING tab, you can click on pull down menu called "Budget Actions" and then "select accounts". You can then un-select the dummy accounts that you do not want to pull data from.
  • mshiggins
    mshiggins SuperUser ✭✭✭✭✭
    @mpissanos your screen capture appears to be from Quicken for Windows. This discussion is for Quicken for Mac. 

    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the Quicken Windows FAQ list

  • UKR
    UKR SuperUser ✭✭✭✭✭
    "Mock accounts" used for testing things might be best kept in their own, separate Quicken data file: File menu / New data file.
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