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

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  • Rollup values (top-level category sums, income, and expense sums) are recalculated as you make changes so you can see the impact of every edit.
  • Use your keyboard to quickly move around the screen.
    • Move forward: Tab
    • Move backward: Shift + Tab
    • Move down (when Quickfill isn’t selected): Enter
    • Navigate with arrow keys
  • Quickly copy budget values with keyboard shortcuts:
    • Copy selected value to months: ?  =
    • Copy selected value forward: ? → →
    • Copy selected value backwardsbackward: ? ← ←
  • Let Quicken do the math with Quickfill options.
    • Type a value and choose how that value should be spread across the 12-month range.
    • For example, if you spend about $30 per week on gas, type “30” and select the “$30 per week” option and Quicken will calculate the monthly value:
      • ($30 x 52 weeks) / 12 months = $130 per month
      • Note that these calculated values always fill forward, meaning it they will replace any values in the current month and future months. It does not change the values before the month clicked in.
  • If you make a mistake, just click Cancel to discard your changes.

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