To work with a budget, you must first create a budget. After you've created a budget, you can view and work with it as described below.
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Everything Else within a category, such as AutoEverything Else appears within a category if you've selected the parent category and at least one, but not all subcategories within that category. It represents the sum of amounts spent or received in the unbudgeted subcategories within a category. Here are some things you can do with the amount: - Ignore the amount: If you are not concerned with the amount, you can just ignore it.
- Reduce or eliminate the amount: Take a look at the subcategories included in the Everything Else amount, then add those subcategories to your budget; or, remove all of the subcategories and track only at the category level.
- Budget the amount: Assign a budget amount to Everything Else to create a collective budget for all of the subcategories it contains. To do so, click the Everything Else line and enter an amount.
Everything Else within a category group, such as Personal ExpensesIn Graph View only, Everything Else within a category group represents the sum of amounts spent or received in the unbudgeted categories in a category group. Here are some things you can do with the amount: - Ignore the amount: If you are not concerned with the amount, you can just ignore it.
- Reduce or eliminate the amount: Take a look at the categories included in the Everything Else amount, then add those categories to your budget. To do so, click the add icon (the green circle with the plus sign in it) to the right of each category and enter an amount.
- Budget the amount: Assign a budget amount to Everything Else to create a collective budget for all of the categories it contains. To do so, click the add icon (the green circle with the plus sign in it) to the right of the Everything Else line and enter an amount.
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To set or copy budget amounts
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- If necessary, use the options at the top of the Budget window to select the Monthly date range and then select the budget month you'd like to set amounts for.
- To enter a single budget amount, click the budget amount you'd like to set and type a new amount.
- To copy, calculate, or enter multiple budget amounts, click
next to an amount and then choose:- Apply [the selected month] budget forward to the end of [the budget year]. This copies the currently selected category budget amount to all future months of the budget year.
- Apply [the selected month] budget to all of [the budget year]. This copies the currently selected category budget amount to all months, past and future, of the budget year.
- Edit Yearly Budget. This lets you manually enter monthly budget amounts for the currently selected category for any or all months of the budget year.
- Calculate Average Budget. This lets you set monthly budget amounts for a category based on an amount per time period. Quicken then calculates a monthly budget amount based on the amount per time period you specify and inserts it into your budget.
- Set [the selected month] budget based on average [spending or income] for this category. This calculates and enters a budget amount that is the average spending or income for the category over the past 12 months.
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title | Add budget categories |
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Click Select Categories to Budget at the bottom of the budget window. You can also right-click a category name to add or remove categories, or click Budget Actions > Select categories to budget. |
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title | Budget using category groups only |
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It's possible to budget for an entire category group instead of entering a separate amount for each category within it. If you do this, any difference between the amount you enter for the category group and the total of the individual amounts for the categories in that group will be assigned to Everything Else line in your budget. - Select the Everything Else line of the category group.
- Enter the amount(s) as necessary.
For more information, see Working with category groups. |