Budgeting at the Account level

vannye Member
Is there a way to budget at an Account Level rather than category? For example, I have several CC and would like to budget at each CC Account level rather than at the CC category level. So, the budget would have several Credit Card Payments by account as the category under Personal Expenses and then subcategory by transaction under each Credit Card Payment.
2 votes

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  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @vannye,

    Thank you for taking the time to reach out to the Community with your request.

    Unfortunately, this is not a feature currently offered in Quicken for Windows. So, I went ahead and changed your post to an Idea so other users who have the same or a similar request can vote on your idea.

    Ideas are also reviewed by our Development and Product teams in order to improve Quicken and implement new features requested by customers.

    Thank you!

    -Quicken Anja
  • UKR
    UKR SuperUser ✭✭✭✭✭

    I just wonder why you would want to do that.
    The real expense is recognized when you recort the credit card transaction (e.g., McDonalds, category = Dining out) into your credit card account register. That lowers your Net Worth.
    Paying the monthly credit card bill by transfering the money from your Checking account to your Credit Card account is just like shifting a wad of cash from one pocket of your trousers to another. Your Net Worth does not change. It has already been reduced by the charge transaction.
    So, IMHO, a separate category for these transfers is really not necessary.

    In a Budget view, if you want to see the impact of credit card payment transactions, go into Manage Budget Categories. Under the group “Transfers Out” select each of your credit card account registers. Now you can see how much money you “spent” on paying your credit cards.