Hidden accounts get removed from budget

SomebodyInGNV

I open and close a lot of bank accounts to earn new account bonuses. (It's a lucrative low-effort side gig.) To reduce clutter, I close and hide the accounts in Quicken after they're closed.

After the last major budget update, Quicken now removes those accounts from the budget. Even if I add them back, they don't stick. That makes budget reports very wrong.

That makes no sense. I may have used an account in January and February, then closed it in March. It should remain part of that budget until I intentionally remove it. Otherwise the cash flow is all wrong.

Somebody at Quicken needs to review that behavior and correct it. Under no circumstances should Quicken remove a category or account of its own accord, except maybe a "separate" account. Even that's questionable.

Quicken Laura

Hi @SomebodyInGNV,

Thank you for reaching out and sharing what you are experiencing. I understand how inconvenient this can be, especially when you need closed accounts to remain part of your historical budget.

To clarify, closing an account in Quicken does not by itself remove the account from your budget. However, if the account is also hidden, marked as Separate, or both, Quicken may automatically remove it from the budget.

If you want to include a hidden or separate account in your budget, you can add it back by following these steps:

• Open the Planning tab.
• Click Budget Actions in the upper-right.
• Select Select Account.

• Check the boxes for Hidden and Separate accounts.
• Select the accounts you want to include in your budget.
• Click OK.

This will make the hidden and/or separate accounts available for selection so they can be included in the budget again.

I hope this helps!