Is there a way to include a closed account in budget report?

Steven Vagnozzi
Steven Vagnozzi Member ✭✭
edited July 2023 in Budgeting and Planning Tools (Windows)
I moved money that was included in my budget to another bank, then closed the old account in Quicken. The transactions from the closed account no longer show up in my budget report.
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Answers

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

    In Quicken, what kind of changes did you make to the old account?
    - Mark it closed using Tools / Manage Hidden Accounts?
    - Mark it hidden?
    - Mark it as "Separate Account"?
    - Deleted it, together with all its transactions?

  • Steven Vagnozzi
    Steven Vagnozzi Member ✭✭
    I only marked it closed then hidden.
  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    OK, thanks.
    Please go into the Budgets view (Planning tab) and select Budget Actions / Select accounts. Make sure the account is still selected to be part of the budget.
    AFAIK, accounts marked closed in Quicken should not be automatically deselected from the budget.

  • Steven Vagnozzi
    Steven Vagnozzi Member ✭✭
    The account is selected, but doesn't appear on the budget report.
  • Steven Vagnozzi
    Steven Vagnozzi Member ✭✭
    It was a "paycheck" transfer that showed up in the budget.
  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    https://community.quicken.com/discussion/comment/20365966#Comment_20365966

    And what account did the paycheck transfer go to? Was it to a retirement account?
    If so, is that retirement account selected as "Transfer out / To [retirement account name]" in the budget view's categories?

  • Steven Vagnozzi
    Steven Vagnozzi Member ✭✭
    The paycheck transfer was my pension which was deposited in an online bank savings account. That particular paycheck no longer shows in the budget selection menu.
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