2022 Budget

dalrad1

Using Quicken for Windows via Paralles on a MacBook Air: I have an existing 2021 budget. How do I use this same budget for 2022? thanks for advice!

Chris_QPW

Jim_Harman said:

On the Budget page, select the Annual view and use the arrow buttons to the right of the view selection to change the year to 2022. It may ask if you want to use the same budget or adjust based on 2021 actuals. 

Given that we are in 2022, there are "quirks" to the way Quicken extends an existing budget, see this thread for details.
https://community.quicken.com/discussion/comment/20231037/#Comment_20231037

dalrad1

thank you!

Chris_QPW

Rusty Dockery said:

If I can tag on, I duplicated my 2021 budget, titled it 2022 Budget, then selected it. Looks ok, am I missing something (did this earlier today)

I missed that one!

Yes, that is another way to do it.  (I'm going to update that other thread to include that).

Jim_Harman

On the Budget page, select the Annual view and use the arrow buttons to the right of the view selection to change the year to 2022. It may ask if you want to use the same budget or adjust based on 2021 actuals. 

Chris_QPW

Jim_Harman said:

On the Budget page, select the Annual view and use the arrow buttons to the right of the view selection to change the year to 2022. It may ask if you want to use the same budget or adjust based on 2021 actuals. 

Given that we are in 2022, there are "quirks" to the way Quicken extends an existing budget, see this thread for details.
https://community.quicken.com/discussion/comment/20231037/#Comment_20231037

dalrad1

thank you!

Rusty Dockery

If I can tag on, I duplicated my 2021 budget, titled it 2022 Budget, then selected it. Looks ok, am I missing something (did this earlier today)

Chris_QPW

Rusty Dockery said:

If I can tag on, I duplicated my 2021 budget, titled it 2022 Budget, then selected it. Looks ok, am I missing something (did this earlier today)

I missed that one!

Yes, that is another way to do it.  (I'm going to update that other thread to include that).

Rusty Dockery

Thanks for the confirmation. I'm a little distracted preparing tax info for a new CPA but hope to dig into budget next week. Just started the budget function mid-2021.