Drill down on budget numbers

abrakow
abrakow Quicken Windows 2017 Member
edited July 2023 in Budgeting and Planning Tools (Windows)

Is there a way for me to click on the budgeted amount to identify what the program uses to arrive at the figure? I can "click" on the actual column and see accounts and amounts used to arrive at the total amount. It would help to have the same capabilities for the budget column.

Comments

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    In the Annual View of the budget you can click on a category. This will show three icons next to the category name.

    image.png

    Click these for more details, e.g., transaction history, and some functions you can perform.
    If Rollover is turned on for an individual category, the amount in the Balance column will be clickable. This will show a popup indicating how the balance is calculated, including rollover from the previous month.

This discussion has been closed.

Categories