Set budget amounts not carrying over month to month

This discussion was created from comments split from: Set budget amounts not carrying over month to month.


  • gt00tx
    gt00tx Member ✭✭✭
    edited March 2020
    Did no one every answer this? I have the same problem now in 2020 after coming back to Quicken having been a [removed] user for several years.
  • Quicken Sarah
    Quicken Sarah Alumni ✭✭✭✭
    Hello @gt00tx

    Thank you for taking the time to share that you are experiencing issues with the budget, although I apologize that you have not yet received a response.

    When viewing the either the Monthly or Annual Budget, each budgeted category should have a Gear icon with options for applying the budget forward to the end of the year.

    If you haven't already, please select the "Edit yearly budget" option and is the category budget amount set for the remainder of the year?

    Please let us know, thank you.

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