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titleBudget categories and groups

A budget category is a Quicken income or expense category, transfer, savings goal, or loan payment that you track in your budget.

Budget categories are listed and organized into category groups such as Personal Income, and Personal Expenses.

For each budget category or category group you can easily see the amount you've budgeted, spent or received, and how much remains.

Click a category group name, such as Personal Expenses, to hide and show the categories within.

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titleRed and green bars or lines

In Graph View, each category group and category has a either a green, red or grey bar next to it.

  • For expense categories: A green bar means that you have spent as much or less than you budgeted; a red bar means that you have spent more than you budgeted. The actual amount you've spent appears as a number in the bar.
  • For income categories: A green bar means that you have received as much or more income than you budgeted; a red bar means that you have received less income than you budgeted. The sum of your income in the category appears as a number in the bar.
  • A grey bar (no green or red at all) means that there has been no income or expense activity in the category group or category during the selected date range.
  • A light green or light red segment within a bar means that there are reminder transactions (transactions that will occur in the future) included in the category group or category. The sum of the reminder transactions appears as a number in the segment.

In Annual View, each month has either a green or red line under its column header(s).

  • For each month: If you are on budget, or under budget, the line is green; if you are over budget, the line is red.

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titleIn 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  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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titleIn Annual View
  • If necessary, at the top of the Budget window select either the Details or Budget only filterfilter.
  • 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.
    • 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 the Budget   column header of the month you want to copy, and then choose how you want to copy the amounts: to future months, to past months, or to all months in the current year.


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titleAdd budget categories

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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