Using Quicken Premier subscription download version Windows 10

BarbGB
BarbGB Member ✭✭
I don't see any way to (1) create a zero $ budget for 2022 or (2) a budget that loads 2021 categories and monthly actuals to 2022. Any guidance on one or both of these?

Answers

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    edited January 2022
    If you haven't already, you may want to review the documentation on Savings Goals and Budgets.
  • BarbGB
    BarbGB Member ✭✭
    Wish the doc had the answer. Good overview of how budgets can be set up.
  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    BarbGB said:
    Wish the doc had the answer. Good overview of how budgets can be set up.
    Savings Goals can be used to provide zero-based budgeting.

    And as explained in the doc, if you choose Let Quicken select my transaction categories when you create the budget, Quicken creates the budget based on the previous 12 full months of transactions.
This discussion has been closed.