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title	Budget 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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title	Red 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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title	Add 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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title	Extend your budget into next year

The first time you view a prior year's budget in a new year, Quicken asks you if you want to extend it to the new year. Just click OK and Quicken creates a new budget for you automatically, copying all of your current budget categories and budget values to the new budget.

If you want to get an early start

If you want to create next year's budget before the start of the new year, or if you want more control over how the budget is created:

Use the date control at the top of the budget window to change the year.
Quicken asks you how you want to create the new budget:
- Copy budget categories and budget values to the new budget
- Copy budget categories and actuals as budget values to the new budget
- Copy budget categories only to the new budget
Click OK to create the new budget.

Notes

Your new budget will report income and expense actuals based on transactions from the year it represents.
You can edit your new budget without affecting your previous budget.
You can change budget years using the date control at the top of the window.
You can create budgets for prior years

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title	Budget using category groups only

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.

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If you want to get an early start

Notes