Setting up budget that covers multiple accounts

Choppy
Choppy Quicken Windows Subscription Member ✭✭

Long time Quicken user but have never really been successful at get the budget planning to work right. My question is: i spend my "budgeted money" across 3 accounts and how do I account for that in the budget without picking up all the other spending and transactions in those accounts that are non-budget related? "non-budget related" you say? How can that be? These are small "saving" categories / buckets I use to essentially to do "average billing" (I put the same amount into one account every paycheck to cover the electric bill and when the electric bill comes around, I take money out of that bucket and pay the bill). I feel like I would have to make "Electricity", "Electricity Transfer" categories.

Note: I've tried using the [transfer] categories but that gets so confusing and transactions get accidentally deleted too easily.

Anyway, any help/tips would be greatly appreciated.

Comments

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    When in the Budget View (Planning tab), doesn't clicking on Budget Actions / Select accounts allow you to exclude the undesired accounts?

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  • Choppy
    Choppy Quicken Windows Subscription Member ✭✭

    (I typed this up a couple days ago and didn't realize that I didn't hit send)

    True it does but that's what I'm trying to do. To clarify, my question is what are tips and tricks or best process on how to categorize the transactions in each account to create a budget that is easily maintained and understood when you are trying to track your spending across multiple accounts?

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