How do I exclude expenses with a specific tag (or category) from my budget?

Hello,

I am trying to set up a budget in Quicken 2013. Here's what I'm trying to do (I suspect it's not possible):

*Create specific budget amounts for a small number of categories (i.e. Groceries, Gas) - DONE
*Create a budget amount for 'Everything else' - DONE
*Exclude certain transactions from the 'Everything else' category WITHOUT creating a specific budget target for them as well. Ideally I could exclude all transactions with certain tags, but I can't find a way to do this.

The reason I want to do is this way is that I don't want to create budget tracking for recurring bills or for big one-time purchases that I've already planned for. I basically want a budget for tracking a few discretionary categories and then a single budget for all other discretionary spending (excluding bills/one time expenses that are tagged as such).

What's frustrating is that I used Mint for a while and was able to do this (you can exclude transactions with certain tags from the budget).

Any ideas would be appreciated. Thanks!

Answer

2 people found this helpful

"Ideally I could exclude all transactions with certain tags, but I can't find a way to do this."

I don't know if this will help, but there is an exclude option.  You can prefix the item (category, tag, payee) with a tilde to exclude that item.  See help - "filter reports and graphs" for other match characters. 
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q.lurker , Volunteer now using 2014 H&B
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