Non-Selected Budget Account Transaction Included in Budget Actuals

Regina@
Regina@ Member ✭✭✭
in Budgeting and Planning Tools (Windows)

I have an account that is NOT selected to be included in my budget plan. However, the transactions in the account are still showing up in my budget. I selected and de-selected the account but it did not resolve the issue.

Answers

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Are the transactions in there transfers to or from another account?

    Quicken Classic Premier (US) Subscription: R65.29 on Windows 11 Home

  • Regina@
    Regina@ Member ✭✭✭

    They are not transfers

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

    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 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.

    (*) Image snapshots of the budget view in question and the register transactions would be helpful.

    Also, what version, edition level (Starter, Deluxe, etc.) and release (R xx.xx) of Quicken are you using?
    US, Canadian or other country version?
    Is your subscription expired or still active?
    Click Help / About Quicken (Mac: Quicken / About Quicken) to get this information.

  • Regina@
    Regina@ Member ✭✭✭

    Hi, Thank you for the assist! I am using Premier edition - all updates are applied (version R65.29). Subscription is active. U.S. Windows version…

    There is no image to share - the transactions are being included in the budget actuals even thought the account is not selected to include in the budget plan.

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