Track a budget or savings goal

  1. Click the Home tab, and then click Customize.
  2. In the Customize View dialog, under Available Items, select Budget, or Savings Goal Progress. They're both in the Planning section.
  3. Click Add.
  4. 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.