Track a budget or savings goal
- On the Quicken Home tab, you can add a Budget or Savings Goal Progress snapshot to track how well you're doing.
- Click the Home tab, and then click Customize.
- In the Customize View dialog, under Available Items, select Budget, or Savings Goal Progress. They're both in the Planning section.
- Click Add.
- Click OK.
To change what's displayed in a snapshot
From either snapshot, click Options.
To view multiple budgets or savings goals
Add more than one snapshot of each, as described above.