Exclude certain accounts from a Budget on the Budget option from the Planning Menu - is there a way

tebetorbes
tebetorbes Quicken Windows Subscription Member ✭✭
edited January 2023 in Budgeting and Planning Tools (Windows)
I want to exclude the expenses from certain miscellaneous accounts. I know I can do select certain accounts when running a Budget report, but how do I configure to exclude on the Planning Page?

I saw this post from 2018 in the Mac forum but don't see the same option in Windows: "If you want your budget to only look at a certain account, go to "accounts" menu and select "hide and show accounts". In the Reports column on the far right check all the accounts you DO NOT WANT TO SHOW UP ON YOUR BUDGET. If you want an account to show up, make sure it is "unchecked" in the Reports column. "
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Best Answer

  • tebetorbes
    tebetorbes Quicken Windows Subscription Member ✭✭
    Answer ✓
    Nevermind - found it on the Planning page under "Budget Actions" --> "Select Accounts"

Answers

  • tebetorbes
    tebetorbes Quicken Windows Subscription Member ✭✭
    Answer ✓
    Nevermind - found it on the Planning page under "Budget Actions" --> "Select Accounts"
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