Edit Yearly Budget


The Edit Yearly Budget dialog lets you set monthly budget amounts for the year manually.

At the top of the dialog is the category name that you are setting budget amounts for, and your average monthly spending or income in the category.

What you can do here:

•Enter budget amounts for the category for any or all months of the year, as necessary. For example, if you have an expense that occurs annually, it's OK to enter the full amount in the month that you pay it, rather than 1/12 of the amount over 12 months.

•Click the Past Spending (or Income) amount to see a 12-month category history.

•Click the rollover button to change the rollover setting of the category.

•Click Calculate Average to exit this dialog and set monthly budget amounts for the category based on spending or income per time period: such as $1 per day, $400 per week, or $5000 per quarter. Quicken then calculates a monthly budget amount based on the amount per time period entered.

 

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.