Quicken question on 2023 Budget (Q Mac)

Quicken Windows Subscription Member ✭✭
edited July 2023 in Budgeting and Planning Tools (Mac)

I have two accounts at one bank, one is checking the other is savings. I want both to register in the budget I created but only the checking is registering. How do I add the savings account?

Best Answer

  • Quicken Mac Subscription SuperUser, Mac Beta Beta
    Answer ✓

    They should both display by default. Are these showing as the same currency? Different currencies will not show in the same budget.

    If the same, go in and choose to Edit under the budget name:

    Screen Shot 2023-06-19 at 10.22.52 PM.png

    Then, choose to "Select Accounts" down at the bottom:

    Screen Shot 2023-06-19 at 10.22.39 PM.png

    Then, make sure the desired Accounts are selected:

    Screen Shot 2023-06-19 at 10.22.20 PM.png

Answers

  • Quicken Mac Subscription SuperUser, Mac Beta Beta
    Answer ✓

    They should both display by default. Are these showing as the same currency? Different currencies will not show in the same budget.

    If the same, go in and choose to Edit under the budget name:

    Screen Shot 2023-06-19 at 10.22.52 PM.png

    Then, choose to "Select Accounts" down at the bottom:

    Screen Shot 2023-06-19 at 10.22.39 PM.png

    Then, make sure the desired Accounts are selected:

    Screen Shot 2023-06-19 at 10.22.20 PM.png
  • Quicken Windows Subscription Member ✭✭

    Thank you so much!! Exactly what I needed to get my numbers correct.

This discussion has been closed.

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