To create your first budget Click Banking from the menu bar, Click Budgeting to open the WELCOME TO QUICKEN’S BUDGETING FEATURE.
Click Automatic, Click Create budget. The CREATE BUDGET: AUTOMATIC window opens.
Set report date, Click Monthly detail, Click Categories, Click Mark all, Click OK, Click OK.
Click Setup tab, Click Rename, type budget name (i.e. 2002 Budget), Click OK.
After your budget has been created, you can change the way it is displayed by Clicking the Options button and selecting Separate View, Income/Expense View or Combined View. We have chosen the combined view.
Click the Summary tab to view the Monthly Budget Summary. To view Monthly Detail click on the month in question, then Click Details.
The MONTHLY SUMMARY window opens.
When finished Click Done.