New Budgets - Allocated Budget amounts?

Frank Jones
Frank Jones Member ✭✭
edited April 29 in Budgeting and Planning Tools (Windows)

Where do the Allocated Budget amounts come from when creating a new budget?
Are these based on the previous years expenses? I'm using the latest version of Quicken Classic Business & Personal.

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  • Quicken Jasmine
    Quicken Jasmine Moderator mod

    Hello @Frank Jones,

    Thanks for reaching out!

    When you create a new budget in Quicken Classic Business & Personal, are you selecting to start from scratch or using historical data as a baseline? If you're seeing "Allocated" amounts automatically filled in, have you noticed if they closely match your spending from the previous year or maybe even the last few months? Also, are all categories showing allocations, or just certain ones—like recurring bills or income categories?

    Let me know!

    -Quicken Jasmine

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