Take control of your finances by setting up a budget in Quicken. Follow our easy guide to start tracking your spending, savings, and goals today.
Open Quicken on your computer and log in with your account.
Go to the Planning or Budget tab in the main menu.
Click on "Create a New Budget" to start fresh.
Choose the year you want your budget to begin.
Quicken will show you past spending to help you set your budget.
You can adjust each category like groceries, rent, transport, and utilities.
If Quicken adds something you don’t need, click “Remove” next to it.
Add any missing expense by clicking “Add Category”.
Set monthly limits for each category so Quicken can track if you’re staying on track.
Click "Save" and your budget will be ready to use.
Now each time you spend, Quicken will tell you if you're under budget or over budget.
Budget goals in Quicken help you plan how much money you want to spend or save each month. You can set a limit for each category, like groceries or rent, so you don’t overspend.
Open Quicken > Go to the “Planning” tab > Click on “Budgets” > Choose “Create a new budget” > Pick the categories you want > Set your monthly spending goals.
Yes, you can change your budget anytime. Just go to the budget screen, click on the category, and edit the amount you want to spend or save.
Yes. Quicken uses color indicators. If you go over your limit, it turns red, so you can easily see where you’re spending more than planned.
Budget goals help you stay in control of your money. They make it easier to save for future plans and avoid wasting money.
Yes. Quicken lets you track both income and expenses side-by-side with your budget, so you always know where your money is going.
Yes, if you turn on alerts, Quicken will notify you when you're close to or over your budget.
No, you can set and use your budget even without the internet. But syncing bank data may need a connection.