Limiting Data used in budget

jimbob99@

How do I limit my Categories,Payees to only show those used in a recent time period,last year,last 3 years?

Quicken Francisco

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

Quicken Francisco

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