Creating individual budgets in QMac

nomadintrovert
nomadintrovert Quicken Mac Subscription Member, Mac Beta Beta

I have a category called "Spare Cash," with some subcategories for things that I enjoy doing, but short of keeping track the amounts spent on those things separately in Excel, is there a way to create an individual budget for those things so I can track the spending as I go?

For example, I'd like to create a budget for trips that I want to save for in 2025. Maybe I'd like that to be no more than $5,000. Sure, I could use a spreadsheet to map it out, but given that Quicken has an idea of how much I expect to make in 2025 and based on travel expenses in 2024, is there a way to build and maintain that budget in QMac?

I hope that makes sense.

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Answers

  • nomadintrovert
    nomadintrovert Quicken Mac Subscription Member, Mac Beta Beta

    I think what I was looking for was under the frequently-requested implementation of Savings Goals.

    Once I edited my budget in the 12-month view to give myself $50 for fast food (as an example), I clicked on the 1-month view to see that it appears that I'll be able to see what's left and how much I budgeted for it. This also helped me figure out how I will determined how much to give myself to spend for the individual trips.

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod
    edited December 2

    Hello @nomadintrovert,

    Thank you for coming back to update us, I am happy to hear that you were able to reach a resolution!

    -Quicken Jasmine

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