Limiting Data used in budget

Best Answer
-
Hello @jimbob99@
Thank you for reaching out on the community and telling us about your issue. It sounds like you're trying to create your budget and also run a report for it. There's a couple of articles that should help here with creating and adjusting the budget
https://www.quicken.com/support/how-do-i-create-budget-quicken-windows
https://www.quicken.com/support/add-or-remove-budget-categories
https://www.quicken.com/support/edit-yearly-budget
If you want to create a report so that you're able to see it for a year/multiple years in the top right click on budget actions and hover over budget reports. From here it will pop up with a report will all your budget categories and you'll be able to adjust your date in the top left of the report.
These should help you get a bit more sorted with the budget. Let me know if you have any other questions!
Thanks,
Quicken Francisco
5
Answers
-
Hello @jimbob99@
Thank you for reaching out on the community and telling us about your issue. It sounds like you're trying to create your budget and also run a report for it. There's a couple of articles that should help here with creating and adjusting the budget
https://www.quicken.com/support/how-do-i-create-budget-quicken-windows
https://www.quicken.com/support/add-or-remove-budget-categories
https://www.quicken.com/support/edit-yearly-budget
If you want to create a report so that you're able to see it for a year/multiple years in the top right click on budget actions and hover over budget reports. From here it will pop up with a report will all your budget categories and you'll be able to adjust your date in the top left of the report.
These should help you get a bit more sorted with the budget. Let me know if you have any other questions!
Thanks,
Quicken Francisco
5
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