Is there any way to input a budget and NOT use the budget averages that Quicken uses

Question

The organization that I'm treasurer for puts together a budget every year.  I want to put that budget into Quicken, but can't figure out how to do that.  Sure could use some help.  Thank you.

Scooterlam · Accepted Answer

I'm assuming your organization has not historically used Quicken...If so, then I assume that you will not only create the budget but begin using Quicken to record the organizations expenses as well?

When you create a new budget, after the get started screen (image 1), you should be offered the option of manual build or building on past data (image 2).  If you select a manual build, Quicken does not use historic values to populate the new budget.  After selecting "manual", then a dialog opens so that you can select existing (or create new) categories for your budget.

Check out Quicken Help, using keyword "budgets".  There is a lot of help available.  Image 3.

Also, recommend if you haven't already done so,  to keep the organization's Quicken file separate from your own personal file

Image 1

Image 2

Image 3