I’m using Quicken 2007 to manage 3 bank accounts and a credit card. I use the budgeting tool, but I only want to include one of the accounts in the budget but I can’t figure out how to exclude the other three. Does anyone know how to do this?
By design, the budget feature is based on categories, NOT accounts. If you don’t want to see certain accounts included when you do budget reporting, just de-select, or un-check them in the report customization.
If you don’t want certain accounts to be relevant to your budget, make sure you don’t use budgeted categories in any of those accounts’ transactions.