To work with a budget, you must first create a budget. After you've created a budget, you can view and work with it as described below.
At the top of the window is a budget summary for the selected date range.
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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. |
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.
In Annual View, each month has either a green or red line under its column header(s).
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You'll see a lot of different numbers in the Budget window. Here is a brief description of where they appear and what they mean.
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Rollover icons appear on the selected category row in both Graph (Monthly) and Annual Views. Here's what the icons mean:
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Everything Else within a category, such as AutoEverything Else appears within a category if you've selected the parent category and at least one, but not all subcategories within that category. It represents the sum of amounts spent or received in the unbudgeted subcategories within a category. Here are some things you can do with the amount:
Everything Else within a category group, such as Personal ExpensesIn Graph View only, Everything Else within a category group represents the sum of amounts spent or received in the unbudgeted categories in a category group. Here are some things you can do with the amount:
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In Annual View
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