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How To Edit Budgeted Categories

Updated: 8/19/2011 | Article ID: GEN82533

You can change the way the categories included in your budget are tracked. When you change an amount or a budgeting method for a category, Quicken updates the totals affected by that category.

Click a link below for more information.

  • To change a budget amount

    In a budget tab, select the category you want to edit from the list and enter a new amount in the Amount field. If you use large fonts or a low resolution, you may need to click Edit on the right before setting budget amounts. Click Apply (or click OK if you are using the Edit Budget dialog).

    You can edit budget amounts for categories and their subcategories all together or separately. To edit budget amounts for a category and its subcategories at the same time, click the category to hide all the sub categories beneath it. Enter a budget amount as usual.

    Any difference between the amount you enter for the category and the total of the individual amounts for the category and subcategories will be assigned to the category.

  • To change the budgeting method

    In a budget tab, select the category you want to edit from the list and select one of the methods below from the list:
    • Select Average amount to base your budget on averages for income, expense, and transfer amounts. The default is average per month; you can select another time period upon which to base the average from the drop-down list.
    • Select Monthly detail to base your budget on the actual income, expense, and transfer amounts from the months you specified. You can change these amounts.
    • Select Quarterly detail to base your budget on the actual income, expense, and transfer amounts for each quarter. You can change these amounts.
    Edit the budget amount for the category so it matches the method. For example, if you change the method from Average amount to Quarterly detail, edit the amount for each quarter if necessary. If you use large fonts or a low resolution, you may need to click Edit on the right before selecting a budgeting method. Click Apply (Click OK if you are using the Edit Budget dialog).
  • To restore the original budget after making changes

    1. On the toolbar, click Options.
    2. Choose Restore Budget.

Where does Quicken store the master list of categories?

Quicken stores all your default and customized categories in the Category List. Use the Category List to add, edit, delete, and otherwise manage categories.

To make sure that you can get the most out of your software, Quicken can help fill in the Category field automatically whether you download transactions or enter them manually.

 
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