How do I create a budget for only a 3 month period without averaging expenses and income?

BWW
BWW Quicken Windows Subscription Member ✭✭
My goal is to create a budget for only 3 months with each month having in the expense category the exact dollars that I allocate. I do not want the yearly budget but I have not found a way to have the application only provide me with a three month budgeted window.

The purpose of my budget is reflect both expense and cash flow. This is why I prefer to input the exact dollars per month as an expense item.

Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    I am not sure I understand exactly what you are looking for, but you can create a budget for whatever months you want on the Planning > Budgets page then customize the report at Reports > Spending > Current Budget to show just 3 months with the totals in the last set of columns. The report can span a year end, 11/1/22 thru 1/31/2023 for example, if you want. 

    If that does not work for you, please provide a more detailed example.
    QWin Premier subscription
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