Setting budget amounts

climbrck
climbrck Quicken Mac Other Member
edited September 2023 in Budgeting and Planning Tools (Mac)

Can anyone tell me how to set my budget amount in Quicken (Version 7.2.1)? It's really not very intuitive or easy to figure out. All I can see is what Quicken thinks my budget is but I want to reset it.

cheers.

Comments

  • climbrck
    climbrck Quicken Mac Other Member

    Just figured it out.. I have to go unto budget, edit, open budget, select each row, zero it out, then zero out the total.. Wow.. just wow… a RMB edit would be real nice Just like Quicken, the UI here sucks too. Can't even figure out how to delete this post.

    Sorry to be such a downer here on my first post but QUICKEN… really you need a UI team..

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    If you create a budget with a start date of last year (e.g. 1/2022), and then change the start date of the budget to 1/2023, you'll see this dialog box which allows you to create the current-year budget with all zero values so you don't need to zero out categories manually:

    Screenshot 2023-08-23 at 8.21.35 AM.png
    Quicken Mac Subscription • Quicken user since 1993
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