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change budget year

bonjour,
for windows quicken I have budget for 2020 but for mobile and web I have budget 2019 only
I don't know how change year of budget for 2020 in mobile and web.
thanks.

Answers

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Note you didn't indicate if you are using Windows or Mac, the answer might be different for Mac, this answer is for Quicken Windows.

    Budgets are not restricted by year.  Any given budget can have multiple years in it.  And you can have multiple budgets.

    In Quicken Desktop if you go backwards or forwards into another year that isn't in the budget it will ask you if you want to extend the budget into that year.

    Once synced to the Quicken cloud, Quicken web can display this budget(s), but note it can't extend them like you can in Quicken Desktop.

    So in Quicken Web (and I guess Quicken mobile, but I haven't checked it) you aren't selecting a "year" you are selecting a given budget.

    And that can be done in one of two places.
    From that Dashboard:
    Or in the budget display:

    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • Guy Rouillard
    Guy Rouillard Member ✭✭
    it's for windows thanks for your answer
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