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If you see a transaction that is impacting your budget and has been miscategorized, you can change the category in your account register.Ignored Categories

Special categories

Transfers are a special type of category because these types of transactions can cancel each other out if they appear in 2 different accounts. For example, if you transfer $50 from your checking account to your savings account, the transaction will appear as an "expense" of -$50 in your checking account and an "income" of +$50 in your savings account. The result will calculate to be $0 in your budget when Quicken adds both these transactions together which doesn't really help you when you're budgeting. For the transfers you want to budget, we recommend using a linked transfer where you select the account where your money is being transferred to. This way, when you select the category to budget you can select the specific account and the side of the transfer you want to budget whether it's money leaving an account or going to an account.

A few “special” categories are always ignored by the budget and are not trackedthat cannot be added to a budget:

  • Adjustment
  • Transfer
  • Transfer: Credit Card Payment (or any other subcategory under the “Transfer” category)

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