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Quicken Classic for Windows
Budgeting and Planning Tools (Windows)
Permanently Changing budget amounts
drunyan0824
Before October started, I set my budget up and then by the end of the month, I noticed that I need to make some changed to the amounts that I budgeted. I made the changes on my October budget. When I started November I noticed that those changes made in October didn't carry over to My November Budget so I made the changes to my november budget. For and [Removed] giggles I decided to look at my set up for december and the changes still aren't being made on my december budget. How do I make permanent changes to the amounts on my budget without having to redo the whole [Removed] budget.
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Comments
Sherlock
If you're using the
Graph view and
after you change the budgeted amount of a category, select the
Budget amount options
(aka the small gear icon just to the left of the allocated budget entry) and
Apply...
Scooterlam
Alternately, you can perform the same "copy forward" operation, that
@Sherlock
describes, in the budget's
Annual View
by selecting the cell you wish to copy forward and selecting the gear icon and
Apply...
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