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

plgondeck

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?

John_in_NC

The budget will pull from all available accounts.

You can, from the menubar, choose Accounts: Hide and Show Accounts. There you can check the box to not have the account show in Reports. This will prevent the budget from pulling from it. (It will, however, prevent it from being seen in any report.) 

John_in_NC

The budget will pull from all available accounts.

You can, from the menubar, choose Accounts: Hide and Show Accounts. There you can check the box to not have the account show in Reports. This will prevent the budget from pulling from it. (It will, however, prevent it from being seen in any report.) 

plgondeck

Never thought of that. Good to know. That may be something, they could fix in the future.

mpissanos

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

@mpissanos your screen capture appears to be from Quicken for Windows. This discussion is for Quicken for Mac. 

UKR

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