Community Discussion: Budget Categories are Incorrect

Aug 31, 2021 0 Replies

Budget Categories are Incorrect



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The Community Discussion Subject is a bit misleading, but the discussion may be of interest to some - especially those that wish to assign Quicken "transfer categories" to Quicken "Custom Category Groups".



[And as SuperUser Bob_L suggests: the way to budget for transfers is to NOT assign them to Custom Category Groups - then select each desired "transfer category" individually for budgeting. In the example, selecting "TO My Savings" (when the transfer category "TO My Savings" is NOT part of a Custom Category Group), should produce the desired result.]

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