How do I change my budget on my Quicken mobile companion app?


To check your budget, tap anywhere in the Budgets section of the Overview screen. If you don’t have a budget yet, click the Planning tab > Budgets in your desktop software to create one.

How do I change my budget on my Quicken mobile companion app?

What to know:

  • To choose the budget to view on your mobile device, click the Mobile & Alerts tab in the desktop software.
  • The colored bars represent your monthly expenses to date for each budgeted category amount.
    • For example, in the Auto category at the right, you have spent $63 out of a planned $723 in December. You have $660 left for the month.
  • The bar at the top represents your overall monthly plan.
    • The TODAY indicator moves to the right with each passing day. There is no amount associated with it.
  • Tap a bar to drill down and see the transactions behind a category.
  • Tap How do I change my budget on my Quicken mobile companion app? to change a budgeted amount. The change is copied to your desktop budget the next time you sync.

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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.