Exclude an account from my budget

Exclude an account from my budget

If you have an account that you no longer use, or money that you don't want to count on for your budgeting goals, you can exclude it from your plan.

1 Go to the Budget Planner.

1 On the navigation bar (The strip at the top of the Money screen where you can click to go to the different areas in Money.), click Planner.

2 Click Budget Planner.

3 In the left pane, click Getting Started.

2 Click Group your accounts.

3 Click the account you want to exclude.

4 In the right column, click Exclude from budget.

All the accounts you create in Money (except asset and liability accounts) are included in your budget by default.