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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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In Graph View, each category group and category has a either a green, red or grey bar next to it.
In Annual View, each month has either a green or red line under its column header(s).
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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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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.
For more information, see Working with category groups. |