How to Create a Budget in Quicken

Set Up a Budget and Track Spending in Quicken

Below you will find tips and tutorials for budgeting with Quicken. Learn how to set up a budget to track spending in Quicken.

Setting Up a Budget in Quicken

Create a Budget from Scratch Manually 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 for you based on the transactions you already entered. Quicken's automatic budget feature makes creating a budget easy for those who have been using Quicken for a year or more.

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.