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.
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).
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.
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:
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.