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Budget - trying to stop unwanted _RlzdGain and _Divinc from appearing in budget

AaronD

In my budget, Divinc and/or _RlzdGain appear in various months. These are coming from dividends in my 401k account. I do not want to include them in the budget. If I uncheck categories in "Manage Budget Categories", the amounts just move to "Everything Else" under the income portion of the budget. Can I clean that off where this type of earning inside of a retirement account is not showing up as an earning in my monthly budget?

Using Quicken Premier for windows on a PC, the subscription version, R28.16 build 27.1.28.16

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Scooterlam

Have a look at what accounts you've included in your budget here:

You might have your 401K account selected still. Quicken budget now lets you include/exclude accounts.

All comments

Scooterlam

Have a look at what accounts you've included in your budget here:

You might have your 401K account selected still. Quicken budget now lets you include/exclude accounts.

AaronD

Thank you. This did work for me, to get the unwanted categories to drop off the income portion of the budget. I toggled through several months and found I needed to turn off the our Roth IRA accounts also. I need to do some checking to see if there are any unintended effects, since I do want a budgeted contribution transfer from checking into the Roth accounts. If I select the appropriate "To" or "From" transfer categories to set a budget for that I wonder if that will work.

Scooterlam

In your budget, you can select "transfers out" in Manage Budget Category dialog. Then, select "To [Your ROTH IRA]" to capture the spend (actual) from your checking account. The "transfers out" will show up as another category in your budget.

Image: https://us.v-cdn.net/6031128/uploads/editor/t7/nlt9d5vg1zw0.png

You won't need to select the Roth IRA as an account in the budget since any transfer to the Roth will show up.

I don't use transfers in/out in my budget but this seemed to work well in my test file. There may be other ways to address this but this seems reasonable to me.