tag:infinitekind.tenderapp.com,2009-01-14:/discussions/budgeting/2906-off-budget-accountInfinite Kind: Discussion 2022-09-26T20:40:19Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/548070222022-06-27T14:53:25Z2022-06-27T14:53:27ZOff Budget Account<div><p>Is there any way to set an account to be "off-budget". This means that account (and its transactions) would not be included in budget reports.</p></div>mkementag:infinitekind.tenderapp.com,2009-01-14:Comment/548070222022-06-27T16:26:31Z2022-06-27T16:26:31ZOff Budget Account<div><p>just a user,</p>
<p>The only way I know to exclude any activity on an account is to set up a group of categories specific only to that account, then don't include them in the budget</p></div>mhoggietag:infinitekind.tenderapp.com,2009-01-14:Comment/548070222022-06-27T18:17:52Z2022-06-27T18:17:53ZOff Budget Account<div><p>That may work, but how do you make a category specific to only one account?</p>
<p>THanks</p></div>mkementag:infinitekind.tenderapp.com,2009-01-14:Comment/548070222022-06-27T19:49:55Z2022-06-27T19:49:55ZOff Budget Account<div><p>just a user,</p>
<p>Just go to Tools, Categories, and add additional categories you may use with that account with a unique name like Acc-Fuel, Acc-Dining, etc. Then you can use the normal categories for budgeting and ignore the special ones.</p></div>mhoggietag:infinitekind.tenderapp.com,2009-01-14:Comment/548070222022-06-27T20:16:27Z2022-06-27T20:16:31ZOff Budget Account<div><p>I see what you are saying. The category is not actually tied specifically to the account but only by naming convention (and that naming convention is not added to the budget).</p>
<p>I will work with that.</p>
<p>Thanks again for your help.</p></div>mkementag:infinitekind.tenderapp.com,2009-01-14:Comment/548070222022-06-27T20:38:28Z2022-06-27T20:38:30ZOff Budget Account<div><p>I don't use a separate account off-budget, but do have a category under my main checking account called "non-budgeted expense" -- I then leave the box labeled "include categories not defined in budget" unchecked on the budget report generator,</p></div>sherrie