Budget amounts

Rasta3007 · March 2020

I'm trying to make a budget in Quicken. We have a Quicken Visa and I want to use the categories I've got in the program. When I create the budget Quicken seems to pull numbers out of the air. How do I specify the yearly/monthly amount I want to spend?
thanks,

Sherlock · March 2020

If you haven't already, you may want to review: https://www.quicken.com/support/how-do-i-create-budget-quicken-windows

Quicken may use the transactions you've already entered in your registers to initialize a budget for you but you may change the budget categories and amount.

We specify the amounts we want to allocate toward the budget for the categories we choose to include in the budget. If you're viewing the Graph view, click on the gear icon or Edit button at the right side of the row. If you're viewing the Annual view, click on the gear icon to the right of the category or click on the amount you want to edit.

The Spending on the upper left is the aggregate of the actual amount spent in the budgeted categories.
The Budget on the upper right is the aggregate amount budgeted in the budgeted categories.
The amount LEFT is the difference between the Budget on the upper right and Spending on the upper left.

Rasta3007 · March 2020

Sorry, just to clarify, the numbers I don't understand are for
--Spending, on the upper left
--Budget, on the upper right
----The amount LEFT, which is beneath the rectangular gray bar centered at the top of the page.
thanks

Sherlock · March 2020

If you haven't already, you may want to review: https://www.quicken.com/support/how-do-i-create-budget-quicken-windows

Quicken may use the transactions you've already entered in your registers to initialize a budget for you but you may change the budget categories and amount.

We specify the amounts we want to allocate toward the budget for the categories we choose to include in the budget. If you're viewing the Graph view, click on the gear icon or Edit button at the right side of the row. If you're viewing the Annual view, click on the gear icon to the right of the category or click on the amount you want to edit.

The Spending on the upper left is the aggregate of the actual amount spent in the budgeted categories.
The Budget on the upper right is the aggregate amount budgeted in the budgeted categories.
The amount LEFT is the difference between the Budget on the upper right and Spending on the upper left.

Rasta3007 · April 2020

Thanks for your answer. What i don't understand is the figure at the upper right -- it apparently has no relevance to the actual budget figures. For instance, the personal income = $90k, but Quicken has $136k as the total budget amount in the upper right, along with an exclamation point 9when I click that a balloon op=ens to warn me I have over-budgeted some categories.)

Sherlock · April 2020

Rasta3007 said:

Thanks for your answer. What i don't understand is the figure at the upper right -- it apparently has no relevance to the actual budget figures. For instance, the personal income = $90k, but Quicken has $136k as the total budget amount in the upper right, along with an exclamation point 9when I click that a balloon op=ens to warn me I have over-budgeted some categories.)

Again, the number at the upper right should be the aggregate amount budgeted in the budgeted categories. If that is not what you're seeing, you may want to review: https://www.quicken.com/support/advanced-data-file-troubleshooting-correct-problems-quicken-windows

Rasta3007 · April 2020

Thanks

Budget amounts

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