How do I exclude non-budget items from historical data used to create my budget?

Steve Reimers

While reviewing budget from previous year I find NON-BUDGET tagged items have been included in monthly totals. How can I exclude NON-BUDGET tagged items from my budget report? How can exclude them from being used in historical data that I use to create the next years budget.

John_in_NC

What version of Quicken for Mac?

Budgets don't pull from transactions based on Tags, but you might simply be using that term in trying to explain how non-budgeted categories are showing up in the budget.

Are these transactions using categories that have Parents:Sub arrangement categories? That is the usual culprit in unexpected behavior.

You can't choose what transactions to include/exclude from the budget. The Budget is going to pull from all categories it is setup to track.

John_in_NC

What version of Quicken for Mac?

Budgets don't pull from transactions based on Tags, but you might simply be using that term in trying to explain how non-budgeted categories are showing up in the budget.

Are these transactions using categories that have Parents:Sub arrangement categories? That is the usual culprit in unexpected behavior.

You can't choose what transactions to include/exclude from the budget. The Budget is going to pull from all categories it is setup to track.

Steve Reimers

Version 5.14.3 (Build 514.31897.100) with mac os 10.15.3. The items to be excluded are tagged Non-Budget. I'll be creating a new category for the non-budget tagged items and excluding that category from the budget creation.
also happens with splits and sub-categories tagged non-budget

John_in_NC

Steve Reimers said:

Version 5.14.3 (Build 514.31897.100) with mac os 10.15.3. The items to be excluded are tagged Non-Budget. I'll be creating a new category for the non-budget tagged items and excluding that category from the budget creation.
also happens with splits and sub-categories tagged non-budget

Thanks for the update, Steve:

If you do mean tags as in you set one like this:



That tag will have no impact on your budget; that transaction will be included if you have your budget set to track Groceries. Tags have their place, but it isn't for dealing with budgets.

If you don't want a particular transaction to hit a budget goal, then you have to use a different category than the one tracked in your budget. It sounds like this is the approach you might be taking.