Budget -Are you able to see 'actual' expenses for categories shown in accounts listed as 'Seperate'?

Don Mueller
Don Mueller Quicken Windows Subscription Member, Windows Beta Beta
edited November 25 in Budgeting and Planning Tools (Windows)

I am a US Quicken Classic user currently running R64.35 27.1.64.35. I am creating an updated budget for 2026. I have found that you cannot pull Actual expenses into the budget if the acount is listed as a "seperate" account. This holds true with the current year's budget as well as the 2026 budget. I have verified that the budget options are set to show Seperate Accounts, and the categories are correctly selected.

If I move the accoutns out of "Separate" status the selected categoroies show as expected.

Anybody else having this issue? Seems like a simple fix that could hopefully be corrected in an update before year end.

Your feedback is appreciated.

-Don

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Answers

  • recursor1
    recursor1 Quicken Windows Subscription Member ✭✭✭
    edited October 24

    Income and expenses will not be available in budget if you hide an account, only transfers will show. This isn't a bug. When you mark an account as separate your basically saying hide all data associated with it that could affect reports. The same data you see in your budget is the same data used in reports. So again, it's better to just not use the separate accounts option at all.

  • Don Mueller
    Don Mueller Quicken Windows Subscription Member, Windows Beta Beta

    Thank you for your response but I respectfully disagree. Seperate accounts are handled differently than those that are 'Hidden'. I just created a Budget report that shows categories I selected from accounts that are listed as 'Seperate'. This is done by ticking the box to show seperate accounts in the report.

    In fact, the Budgeting tool under the Planning Tab allows me to show the categories I choose to include from the Seperate accounts I choose to include. You do this under Budget Action>Select Accounts>Show Seperate Accounts.

    I have several Categories that are unique to an account I track for my mother. I wanted to track these as part of a budget. The accounts and categories show up in the Budget Planning tool. 'Budget', 'Actual' and 'Balance' columns are shown on the plans template. You can place your budget numbers for those categories in the plan with no problem. The problem is that the budget tool does not pull through the Actuals as with the other accounts so you cannot track over/under budget $$ for these accounts in the planning tool. I believe this is a "bug" or oversight because, if I run a Budget report fom the Reports & Graphs Center the actual data is pulled through in the report.

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