Why Doesn't the Automatically Generated Budget Update More Quickly?

Question

It has always been the case that the automatically generated budget revises itself very slowly.  For instance, my rent has been $900 per month for almost a year, now, but the automatically generated budget still places $850 on that line at the beginning of each month.  Why is this?

UKR · Accepted Answer

If by "on that line at the beginning of each month" you are talking about the Budgeted Amount for every month …

This amount does not adjust itself based on recent actual transactions.

You need to, for example, set the January Budget Amount to $900 and then, using the gear icon on the Rent paid transaction line, select "Apply Jan budget forward to the end of 2025".

AM · Accepted Answer

https://community.quicken.com/discussion/comment/20484523#Comment_20484523

This seems like the answer.  I just ASSUMED that Quicken generated and revised the budget, because one already existed the first time I looked at the "Full Budget" page.  I have been making my own budget on a separate tab, each month, not realizing that I could more or less permanently save amounts on the 2024 Budget tab.  I got tired of entering all the correct amounts, each month, only to see them revert to the wrong amounts on the first of each month.

Anyway, I'm glad I asked, and thank you very much for your help.  I will try your solution out for the next few months.

AM · Accepted Answer

https://community.quicken.com/discussion/comment/20484523#Comment_20484523

I just wanted to follow up.  Yesterday, May 1st, after following your suggestion, the budget rolled over into the new month perfectly!  Thanks, again!