How to do this with the budget?

Q2008 works like previous versions (except "Classes" are called "Tags" in Q2008) and the Budget report works like other reports: Exclude tags using the Tags tab in the Customize dialog for the report.

Thanks for the reply, but what you are saying only works for report. What I am doing is creating a budget. Here is an example of the problem that I am having:

For example I have the following category:

Dinning

Depending on the reason for my dining, it could be:

Dinning/Business Dinning

When creating a budget, I want to ignore all transaction with a tag Business

While in the create report you can select the tags, in create/save budget you can only select the categories and not the tag. The only solution I could see is to have:

Business:Dinning Dinning

Which I dont like because I would be adding too many unnesseray categories.

Any ideas?

BTW, the budget part of quicken can really use some work. I have used Quicken for the last 15 years (and I love it) and would like to be able to use it more with budgets, more planning functionality. Now I find it limited in that front.

Thanks for any feedback and recommendation

BR AH

Your approach is flawed.

There is no way to specify "class" ("tag") in a "budget" ... and no need to do so.

You can create multiple budgets (Quicken has no way to know what a particular budget is for ... and Quicken doesn't care). You can create one budget for your personal expenses, and another budget for your business expenses.

Naturally then the key is that you must create one Budget Report for your personal expenses and a second Budget Report for your business expenses. Customize each report to use the appropriate categories/classes and the appropriate budget (you can tell the Budget Report what budget you want it to use ... in the Customize dialog).

Thanks John, I see the report functionality now. Thanks,

In creating the budget though (automatically), I still find it usesfull to be able to tell quicken not to average in any transactions with a given tag. This will make it much easier for me to create a personal/business budget as you suggested based on my historic spending pattern. This functionality is not there (or I don't see it)...Anyhow, I am eager to see what changes to the budget functionality will be coming up in the next release.

Thanks for your input, AH

That's an interesting idea; why not post it at Intuit's feedback site?

Just did. Thanks!