How to Create a Budget in Quicken 2011 or Earlier Versions

Below you will find tips and tutorials for budgeting with Quicken. To learn about working with Quicken 2012, see Setting Up an Automatic Budget in Quicken.

Setting Up a Budget in Quicken

Create a Budget with Quicken
Quicken tutorial takes you step by step through creating a budget from scratch in Quicken. Use this tutorial if you are new to Quicken or have been using Quicken for less than a year.

Let Quicken Automatically Create a Budget for You
Quicken can automatically create a budget based on the transactions you already entered. If you've been using Quicken for a year or more, try to automatic budget feature. If you prefer to create a budget from scratch or you're new to Quicken, skip to the next step.

Step by Step Tutorial: Create a Budget in Quicken
This tutorial explains how to set up a budget in Quicken from scratch, with your own numbers.

Exclude Transactions in Your Quicken Budget
Excluding one-time transactions in Quicken removes irregular expenses that can throw off budget reports, but use the feature for excluding transactions in Quicken carefully.

Quicken Budget Set Up Tips

Help with Income and Spending Categories for Your Budget
To create a budget and monitor budgeted expenses with financial software, you have to categorize your financial transactions. Get help with deciding what categories to use for your budget in Quicken.

How to Use Quicken Quicken Category Groups with Budgets
Category groups, known as Supercategories in earlier Quicken versions, give you another way of viewing or organizing your personal budget.