How do I exclude non-budget items from historical data used to create my budget?
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Steve Reimers
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While reviewing budget from previous year I find NON-BUDGET tagged items have been included in monthly totals. How can I exclude NON-BUDGET tagged items from my budget report? How can exclude them from being used in historical data that I use to create the next years budget.
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Best Answer
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What version of Quicken for Mac?
Budgets don't pull from transactions based on Tags, but you might simply be using that term in trying to explain how non-budgeted categories are showing up in the budget.
Are these transactions using categories that have Parents:Sub arrangement categories? That is the usual culprit in unexpected behavior.
You can't choose what transactions to include/exclude from the budget. The Budget is going to pull from all categories it is setup to track.5
Answers
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What version of Quicken for Mac?
Budgets don't pull from transactions based on Tags, but you might simply be using that term in trying to explain how non-budgeted categories are showing up in the budget.
Are these transactions using categories that have Parents:Sub arrangement categories? That is the usual culprit in unexpected behavior.
You can't choose what transactions to include/exclude from the budget. The Budget is going to pull from all categories it is setup to track.5 -
Version 5.14.3 (Build 514.31897.100) with mac os 10.15.3. The items to be excluded are tagged Non-Budget. I'll be creating a new category for the non-budget tagged items and excluding that category from the budget creation.
also happens with splits and sub-categories tagged non-budget0 -
Thanks for the update, Steve:Steve Reimers said:Version 5.14.3 (Build 514.31897.100) with mac os 10.15.3. The items to be excluded are tagged Non-Budget. I'll be creating a new category for the non-budget tagged items and excluding that category from the budget creation.
also happens with splits and sub-categories tagged non-budget
If you do mean tags as in you set one like this:
That tag will have no impact on your budget; that transaction will be included if you have your budget set to track Groceries. Tags have their place, but it isn't for dealing with budgets.
If you don't want a particular transaction to hit a budget goal, then you have to use a different category than the one tracked in your budget. It sounds like this is the approach you might be taking.
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