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Click Budget Actions > View options > Include reminders.

If you're tracking a loan in Quicken using a detailed loan payment reminder, here's how to budget the total amount of the payment (as opposed to the individual line items of the payment):

1. Click Select Categories to Budget at the bottom of the Budget window.
2. Click the Detailed Loan Payments tab.
   • What if I don't see the tab?
     The Detailed Loan Payments tab displays only if a loan you've added to Quicken uses a detailed loan reminder. If necessary, see Change or add a loan reminder.
3. Select the loan you want to add to your budget, then click OK.
4. In the Budget window, enter the total monthly amount of the loan payment.

Here's how to budget the transfer of money between your accounts:

1. Click Select Categories to Budget at the bottom of the Budget window.
2. Click the Transfers In or the Transfers Out tab.
3. Select the accounts you want to transfer money in or out of.
4. Click OK to save your changes.
5. Assign the transfer amounts in the budget window.

In Graph View, click any red or green bar, or click to see your monthly spending or income history for a category.

In Annual View, click any actual amount to see your monthly spending or income history for a category.

Click or hover over the red and green bars to view more detail. For example, to learn what a color means in a category line, hover over it.

To filter the columns displayed under each month: at the top of the Annual View window, select Details, Balance only, Budget only, or Actuals only.

To display the Actual and/or Balance columns for future budget months: at the bottom right of the Annual View window, select Show [detail or balance] for future months. This can be helpful if you've entered transactions for future months in your register.

To insert a column that displays your budget balances as of today's date: at the top of the Annual View window, click Budget Actions > View options > Show To-Date column in Annual View.

This is useful when you want to budget money moving TO or FROM your savings accounts and other account types, but do NOT want to budget money moving between your savings accounts. This preference applies to all of your budgets.

Click Budget Actions > Budget Preferences, then select Don't include savings account to savings account transfers.

This is useful when you want to budget money moving TO or FROM your savings accounts and other account types, but do NOT want to budget money moving between your savings accounts and savings goals. This preference applies to all of your budgets.

Click Budget Actions > Budget Preferences, then select Don't include savings account to savings goal transfers.

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.

1. Select the Everything Else line of the category group.
2. Enter the amount(s) as necessary.

For more information, see Working with category groups.