when setting up a budget in Quicken17 how do you choose an account

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philmatthews
philmatthews Member ✭
in Budgeting and Planning Tools (Mac)
I have 4 accounts in quicken 17. I only want to set a budget for one of them. how do you select accounts? categories are obvious but not accounts. Thanks!

Answers

  • John_in_NC
    John_in_NC SuperUser, Mac Beta Beta
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    You can't select individual accounts. Transactions will be pulled into the budget from all cash & credit accounts within that data file.
  • jacobs
    jacobs SuperUser, Mac Beta Beta
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    @philmatthews So this is a bad news/good news situation. As John says, you can't currently select accounts for budgets. But this has been a request of many Quicken users, as documented in this Idea thread -- and the idea has been marked with a status of "planned" by the developers. That means they get it, they agree, and they've committed to adding this functionality. Unfortunately, we have no idea how soon such a feature will be released, we just know it's coming.
    Quicken Mac Subscription • Quicken user since 1993
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