When you first create a budget, Quicken sets up estimated budget amounts based on your spending history. You can view and change those amounts as described below. If you need to update a budget amount see How to change a budget amount.
Amounts displayed in the Budget window
Budget summary
At the top of the window is a budget summary for the selected date range.
- If you are budgeting expenses (most people do) the summary shows the total amount you have budgeted, how much you have spent, and how much you have left (or how much you have overspent).
- If you are budgeting income and you have unbudgeted money remaining, this "extra" amount is displayed as Savings in the summary.
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In Graph View
- 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
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.
In Annual View
- If necessary, at the top of the Budget window select either the Details or Budget onlyonly filter.
- Click the budget amount you'd like to set and type a new amount.
- To copy, calculate, or enter multiple budget amounts, click
- 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.
- 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.
- 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.
- To copy all budget amounts from one month to other months in your budget, click thethe Budget
