2022 Budget
dalrad1
Quicken Mac 2017 Member ✭✭
Using Quicken for Windows via Paralles on a MacBook Air: I have an existing 2021 budget. How do I use this same budget for 2022? thanks for advice!
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Best Answers
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Given that we are in 2022, there are "quirks" to the way Quicken extends an existing budget, see this thread for details.Jim_Harman said:On the Budget page, select the Annual view and use the arrow buttons to the right of the view selection to change the year to 2022. It may ask if you want to use the same budget or adjust based on 2021 actuals.
https://community.quicken.com/discussion/comment/20231037/#Comment_20231037
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thank you!0
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I missed that one!Rusty Dockery said:If I can tag on, I duplicated my 2021 budget, titled it 2022 Budget, then selected it. Looks ok, am I missing something (did this earlier today)
Yes, that is another way to do it. (I'm going to update that other thread to include that).Signature:
This is my website: http://www.quicknperlwiz.com/0
Answers
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On the Budget page, select the Annual view and use the arrow buttons to the right of the view selection to change the year to 2022. It may ask if you want to use the same budget or adjust based on 2021 actuals.QWin Premier subscription0
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Given that we are in 2022, there are "quirks" to the way Quicken extends an existing budget, see this thread for details.Jim_Harman said:On the Budget page, select the Annual view and use the arrow buttons to the right of the view selection to change the year to 2022. It may ask if you want to use the same budget or adjust based on 2021 actuals.
https://community.quicken.com/discussion/comment/20231037/#Comment_20231037
Signature:
This is my website: http://www.quicknperlwiz.com/0 -
thank you!0
-
If I can tag on, I duplicated my 2021 budget, titled it 2022 Budget, then selected it. Looks ok, am I missing something (did this earlier today)0
-
I missed that one!Rusty Dockery said:If I can tag on, I duplicated my 2021 budget, titled it 2022 Budget, then selected it. Looks ok, am I missing something (did this earlier today)
Yes, that is another way to do it. (I'm going to update that other thread to include that).Signature:
This is my website: http://www.quicknperlwiz.com/0 -
Thanks for the confirmation. I'm a little distracted preparing tax info for a new CPA but hope to dig into budget next week. Just started the budget function mid-2021.0
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