2026 Budget based on 2025 Actuals

Don32@

I seem to be having issue with creating a 2026 Budget based on 2025 Actuals. How do i do this?

Quicken Anja

Hello @Don32@,

Thanks for reaching out!

Please follow these steps below which can also be found in this Help Article:

1. Go to the Planning tab and select Budgets.
2. In Annual View, click the > button next to the current year.
3. In the Add a Budget for [next year] window, choose one of the following (note: my screenshot is showing 2027 as 2026 is already set up in my own Quicken):
   • Copy [year] budget categories and budget values to [next year]
   • Copy [year] budget categories and actuals as budget values to [next year]
     • You'll want to choose this option to use actuals.
   • Copy [year] budget categories only to [next year]
4. Select OK.

Hope this helps!

Don32@

Is there a way yo go back and use 2025 actuals or is it to late for that? Thanks

GeoffG

Yes, you can restore from a backup dated prior to 1/1/2026. Preferably a 12/31/2025 backup will provide the least amount of rework.

mshiggins

If the problem is Quicken is now specifying 2027 budget since we are now in 2026, I would temporarily set the date on your computer to 12/31/2025, create the 2026 budget, and reset the computer’s date to the current date.

Quicken Anja

https://community.quicken.com/discussion/comment/20530215#Comment_20530215

@Don32@ Thanks for following up! The suggestions from @GeoffG and @mshiggins are really your best options here.

Either approach will get you back on track with using last year’s actuals for your 2026 budget.

Thank you!