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How do you select accounts and add transfers into budgets? (Q Mac)
I stopped budgeting a few years ago and I am trying to restart. I can't find the functionality that I used to select the accounts to include in the budget and track transfers outside of those accounts. I only include the spending accounts and can set budget of transfers to savings, 401K, etc. Each month I net out the budget to zero (Income - Expenses - Transfers to savings = 0). I bring money in by transfer to cover months with high expenses and move money into savings during months with low expenses. I was very successful with this method and it was the best functionality in Quicken. It allowed me to maximize savings to buy our house and pay for college for the kids. I want to do this budgeting again to prepare for retirement but I can't figure out how to do it.
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