Create a Budget Automatically with Quicken

Select Quicken Budget Options

Quicken Automatic Budget Options

1. Name: Enter a name for your Quicken budget or leave the name Quicken has entered.

2. Description: optional, for your own use.

3. Date range: Accept Quicken’s defaults or enter dates in From and To fields. Use at least a year's worth of data.

4. Budget method :
   • Average amounts: budget will be based on averages for income, expenses, and transfers. The default is average per month but you can select from many time periods in the drop-down list.

   • Monthly detail: bases the budget on actual income, expenses, and transfers from months specified in the date range. Date range cannot exceed one year.

   • Quarterly detail: bases Quicken budget on actual quarterly income, expenses, and transfers.

• Open the Quicken Budget Feature
• Open Quicken Budget Options
• Select Quicken Budget Options
• Complete the Quicken Automatic Budget Creation