Why are closed accounts showing in my budget?

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tim.rohrer1
tim.rohrer1 Member ✭✭✭

Quicken Classic Deluxe Version 7.7.1.

Creating a new budget, I have chosen to display selected accounts only, and I have deselected Hidden Accounts. These accounts are also closed.

Yet, they show in the new budget I'm trying to create.

Why is this, and how do I get rid of them?

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  • tim.rohrer1
    tim.rohrer1 Member ✭✭✭
    Answer ✓
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    Never mind. I figured it out.

    The problem wasn't from close accounts, but rather unused categories which still show up in budgets unless I explicitly deselect them.

    This occurs to me as bad UX. Unused categories should not be included in budgets by default, imo.

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  • tim.rohrer1
    tim.rohrer1 Member ✭✭✭
    Answer ✓
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    Never mind. I figured it out.

    The problem wasn't from close accounts, but rather unused categories which still show up in budgets unless I explicitly deselect them.

    This occurs to me as bad UX. Unused categories should not be included in budgets by default, imo.

  • jacobs
    jacobs SuperUser, Mac Beta Beta
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    This occurs to me as bad UX. Unused categories should not be included in budgets by default, imo.

    I disagree. How would Quicken know if a category will never be used versus one which hasn't yet been used but might be at any time? If I use a category for the first time, would you expect Quicken to automatically add it to a budget? I think having users manually select/de-select the categories they want into their budget is a better approach. If a category isn't used, it will just display zeros and won't adversely affect the budget.

    Quicken Mac Subscription • Quicken user since 1993
  • tim.rohrer1
    tim.rohrer1 Member ✭✭✭
    edited May 12
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    Perhaps we can agree to disagree.

    If I create a new budget, and look at unused expense categories, not all of them are checked. In fact, there doesn't seem to be any rhyme or reason as to why a particular unused category is checked…or unchecked.

    Having seemingly random unused categories used in a new budget makes no sense to me. This isn't to say I'm asking Quicken to "guess" which will "never be used", rather if they are unused, exclude them by default. The user can always check them to make them visible if they need to add them into the budget.

  • jacobs
    jacobs SuperUser, Mac Beta Beta
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    @tim.rohrer1 I agree that if I create a new budget, I don't understand which categories are or are not selected. I would expect it to copy the current/most-recently-used budget, but it doesn't.

    But if I were starting a new budget from scratch, I would either use "Duplicate Budget", which would copy the current budget's categories and accounts, or, if I used "New Budget", I would immediately select all categories and then go through to de-select the ones I don't want (or the inverse: select no categories, and then go through to select the ones I want). All I was saying is that I wouldn't expect Quicken to have intelligence about which categories to include or not, because it has no idea of my intentions with my new budget. Some people have different budgets for different accounts, so they might want to select only the categories applicable for each of their account-specific budgets. Some people might create a budget just for a subset of accounts for fixed income/expenses or discretionary expenses or major purchases — and Quicken can't (shouldn't) try to decide which categories should be included.

    Quicken Mac Subscription • Quicken user since 1993
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