Budget Planning

niven
niven Member ✭✭✭
edited May 2025 in Budgeting and Planning Tools (Windows)

Hello everyone. I'm looking for some advice please.

I haven't used budgets previously but I'm starting to. I have my 2025 budget based off my 2024 actuals. Under the "Planning" tab, as opposed to reports, I can see good information but the trouble is that I have too many rows. Most of the rows are zero dollars. I'd like to suppress the rows where there is no data in 2024 or 2025. Is there a quick way to do this? Thanks

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Answers

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Click on the Button "Manage Budget Categories" and uncheck the Categories that you don't want to see or use.

  • niven
    niven Member ✭✭✭

    thanks, I did this. I was hoping to find a box that said something like "hide all blank rows". But I knuckled down and did it one by one. Thanks for the help

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭

    You can do something like this in the Current Budget Report by Customizing the report, going to the Advanced tab and selecting "Non-Zero actual/budgeted" in the Categories drop-down on that page. That will suppress $0 lines but Planning doesn't have that option.

  • niven
    niven Member ✭✭✭

    Thanks I'll have a look at that.

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