How do I get Budget to use Fiscal year rather than Calendar year?

Kristin SA

The previous post on this topic has been closed.

How do I create a fiscal year budget? I changed calendar preferences to fiscal year starting in June. Now I am trying to create the 2026 Fiscal year budget, but under Planning the budget still comes up as calendar year, January to December. There are no options that I can find to change that budget planning to be from June - July.

Quicken 2026 Budget.png

Chris_QPW

This can only be set when you create a new budget.

Expand the "Advanced Budget Settings" while creating a new budget from the Budget Actions button.

Quicken John H

Chris is right. I created a help topic for you.

https://info.quicken.com/win/create-a-fiscal-year-budget

Chris_QPW

@Quicken John H if you select this button:

You can insert a clickable URL.

And did also want to thank you for your work on the documentation, very much appreciated.

Quicken John H

Thanks Chris. Done.