understanding the budget tool (Q Mac)

benbudgetin

hi, I'm new to quicken and I want to use the monthly budgeting tool but Im not sure that I have it set up correctly. I have a weekly pay check and I have scheduled monthly expenses. I also have rental income. does anyone have any tips, tricks or suggestions that would help understand the budgeting tool?

Quicken Jasmine

Hello @benbudgetin,

Welcome to Quicken and budgeting life! Sounds like you’ve got a great mix of income types and planning needs—let's make sure the tool is set up to support that.

Here are a few quick questions to better understand how you’ve started:

1. Are your paycheck and rental income set up as scheduled transactions or added manually?
2. Is your paycheck the same amount each week, or does it vary?
3. Have you entered your regular monthly expenses into budget categories yet?
4. Are you using the Actual vs Budget view, or just looking at Planned numbers?
5. Is your rental income connected to property-related expenses, or more like general income?

You’ll also want to check out the Create a Budget help article—it walks through the setup process and, as shown in the screenshot below, includes a sidebar you can toggle through to access related topics like editing, duplicating, renaming, or exporting a budget (see below). It’s a great way to explore everything in one place.

Additional resources worth bookmarking:

• Quicken for Mac: Budget Tab Overview
• Creating a Budget in Quicken for Mac
• Creating & Editing a Budget

Let me know once you’ve had a chance to look things over and answer those questions—we’ll get your budget dialed in from there!