Using Quicken Premier subscription download version Windows 10

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 4
    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.