How do I create a budget in Quicken 2012 that starts at a future date?

I've used Quicken for 20 years and have always loved the budgeting tool.  It's been more than a month since I've downloaded 2012 and am unable to create a budget that begins in January for the calendar year.  All the info I find in the searchable database is giving people info on how and why to budget.  I'm looking for help with the new 'improved' software.  As best I can tell the new  version is the very least is very cumbersome and not at all user friendly.  I hope someone can show me what I'm missing!


2 people found this helpful

Go into the Advanced Budget, ignore the order of the months and change them for how you want them.

The budget is (and always has been a 12 month "rolling" budget").  If you look at say the Quicken 2011 budget at it says: Jan - Dec, and you are now in Dec 2011.  Is the Dec for 2011 or 2012, 2013?  Well If I set it now and don't change it until 2014 it is all of those.

So say you want to create a budget for next year, and don't want to change one for this year.  Well either copy the existing budget or create a new one and call it "Budget 2012" ignore the positions of the months and what year is printed on it.  Fill it out.  Now switch back to your old budget for the rest of the year.  On Jan 1, switch in the new budget.

BTW the same would have been true in Quicken 2011, if someone said that they wanted to setup a budget for next year that didn't look like this year they would have had to make a new one, and put it in place when the year started.

If next year's budget looks like this year's budget, you do nothing and it just "rolls" into it.
Was this answer helpful? Yes No
5 additional answers

No answers have been posted

More Actions

People come to Quicken Community for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

Select a file to attach:

Do you still have a question?

Ask your question to the community. Most questions get a response in about a day.

Post your question to the community
or contact us