How can I select what expenses Quicken will use in making up a pie chart. I want to excclude certain large but uncontrollable items such as taxes, leaving the things I can control such as groceries, entertainment, etc.
Pie chart for expenses
May 03, 2011
1 Replies
Select the pie chart and then click on "Customize". That will let you select the categories of expense you want to include. In my case, I create a "Tag" for each expense incurred. Most expenses are tagged as "Living Expense" so I base my chart on "Living Expense".
Excluded from "Living Expense" and tagged as "Extradordinary Expense" is anything that would last 3 or more years such as pool pump, new furnace, septic tank, front walk, back yard patio, new driveway, etc. I also exclude taxes from the chart.
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