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Quicken Classic for Windows
Budgeting and Planning Tools (Windows)
Budgeting for a year
MarieBaumann
Why can't I enter a yearly budget amount rather than month by month? I don't need to budget monthly!
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Sherlock
When you set up the budget, I suggest you use the annual view, allow rollovers, and set the annual budgeted amount in the first month, and zero for the remaining months. It's not as difficult as it seems: set the first month to 0, select gear icon and apply..., then enter the correct amount.
MarieBaumann
OK, thanks. Makes sense.
MarieBaumann
BTW, it makes better sense to just have an "annual budget" (NOT "annual view") option for those who don't budget monthly!
UKR
In the Annual view of the Budget, if you happen to have set up a monthly budget for January and want to apply it (copy it forward) to the remaining months of the year, simply click the column header "January v". The popup will allow you to "Copy Jan budgets to all months in 2020"
MarieBaumann
Yes, I've used the copy forward tool. Thanks.
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