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To edit your budget, click the Edit Budget link in the header.

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This will bring up the budget Edit Sheet. Use the edit sheet to set change your budget's name, start month, and budget values.

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Using the edit sheet

To edit your budget values, simply type into the fields.

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By default, Quicken will create a budget for the current calendar year starting in January. Past months will be prefilled with the actual values from those months and will be budget-neutral (no difference value) by default. However, you can change the starting month or year at any time. For example, if you’d like to start budgeting this month (the month you start your budget in Quicken) instead of the calendar year or if you’re budgeting for a different fiscal year.

Related topics:

Child pages (Children Display)
pageBudgeting