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Quicken Classic for Windows
Budgeting and Planning Tools (Windows)
Budget
tk69696969696969
Can someone tell me how I can simply add an annual budget, print that budget, and the difference YTD? I can't believe how hard this simple task is. It only seems to allow you to input monthly expenses and compare with remainder budget. [removed - rant]
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UKR
What edition level of Quicken are you using? Starter Edition, Deluxe, Home Business and Rental?
Also please review
How do I create a budget?
Sherlock
Select the
Planning
tab and the
Budgets
view.
If you haven't created a budget before, select
Get Started
. Otherwise, select
Budget Actions > Create New Budget...
Select
Next
and
Next
.
Check the categories you want to include and select
Done
.
Right-click on each category and select
Edit yearly budget...,
enter the annual allocation in the first month, select
Rollover balances at the end of each month
in the pull down menu and
Done
.
Select
Yearly
(instead of
Monthly
) from the pull-down menu at the top of the view and press
Ctrl + P
.
Chris_QPW
Note that the Starter edition only has the Monthly view. If you want the Annual view you have to have Deluxe or above.
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