Quicken question on 2023 Budget (Q Mac)

jaminjoi
jaminjoi Quicken Windows Subscription Member ✭✭

I have two accounts at one bank, one is checking the other is savings. I want both to register in the budget I created but only the checking is registering. How do I add the savings account?

Best Answer

  • John_in_NC
    John_in_NC Quicken Mac Subscription SuperUser, Mac Beta Beta
    Answer ✓

    They should both display by default. Are these showing as the same currency? Different currencies will not show in the same budget.

    If the same, go in and choose to Edit under the budget name:

    Then, choose to "Select Accounts" down at the bottom:

    Then, make sure the desired Accounts are selected:

Answers

  • John_in_NC
    John_in_NC Quicken Mac Subscription SuperUser, Mac Beta Beta
    Answer ✓

    They should both display by default. Are these showing as the same currency? Different currencies will not show in the same budget.

    If the same, go in and choose to Edit under the budget name:

    Then, choose to "Select Accounts" down at the bottom:

    Then, make sure the desired Accounts are selected:

  • jaminjoi
    jaminjoi Quicken Windows Subscription Member ✭✭

    Thank you so much!! Exactly what I needed to get my numbers correct.

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