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 unusable...at the very least is very cumbersome and not at all user friendly.  I hope someone can show me what I'm missing!
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  • Asked by PnB
  • Quicken Deluxe 2012
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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.
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