Tax category

Adience

Is there a way to exclude Tax (mainly refunds) from the Spending report? it's skewing my month spending report and budgetting. thanks

UKR

Please give us an example or two of these kinds of transactions, what's causing them, how are you entering them?

Can you please capture one or more images of the parts of your Quicken window showing the issue, sensitive information blacked out as necessary to protect your privacy but annotated to describe the situation, and attach the image(s) here?
How do I post a screenshot in the community from a mac

How do I post a screenshot in the community from windows

Please save images to files of file type PNG or JPG only. They're easier to work with than PDF files.

NotACPA

If you're talking about and Income type tax (vs. Real Estate or Sales), then I have a Category called "Prior Year Tax", which has 2 sub-cats … State & Federal.

Adience

https://community.quicken.com/discussion/comment/20492540#Comment_20492540

so typically, my tax refund is pulled from my checking account, and recorded as a positive number (i.e. adding to my checking account balance)

but by doing so, in the Spending tab, my march spending is offset by this big tax refund, so it appears that my march spending was much less. is there a way to not have the annual tax refund be included?

hope this is clear

UKR

Clear as mud …
Thanks for the images.
How about you use Income categories for your Tax Refunds instead?

This way, you wouldn't have the refunds showing up as negative Expense.