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This help is only for the Canadian version of Quicken for Windows. For the US version, see Quicken Windows Help.

Advanced Budget Setup lets you select more than one category at a time to add to a budget. This can be a big timesaver when creating a large budget.

To add multiple categories to a budget, first click Advanced Budget Setup in the budget window, and then click Add more categories at the top of the window.

  1. In the Select Categories to Budget window, click the tab where the category you want to budget is located. For example, click Personal Expenses to display your personal expense categories.
  2. Select the categories you want to add to your budget; de-select the categories you want to remove.
  3. Click OK to save your changes.
  4. Assign amounts to the categories in the budget window.


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