in 2012 how do I manually enter actual expenses in categories next to the budgeted expenses in categories without linking my bank accounts online to quicken?

In previous Quicken editions there was only a column for the budgeted amount, I would like to take advantage of the actual expense monthly column for year over year comparisons, but cannot figure out how to manually put totals in for such categories as utilities which vary from month to month. I can manually adjust monthly budgeted amounts by using the advanced budget setup view.
Default user avatars original d5efadcf497ea7b3d86c6f8d148d66633a29ce78fa8391af628adf32d9989354
Options Edit Ask for details Archive

Answer

2 people found this helpful

The "actual amounts" in all budgets come from the transactions in your accounts.  If you put in a transactions for $100 and select a category of clothing then that is going to show up of that month, against clothing.

The amounts you change in the Advanced Budget are for setting up the budget, not for entering what you spent.  That was true of the budgets in the other versions of Quicken too.

As for setting up a budget for things that vary.  Well that is pretty much up to you.  You can try to budget different amounts using "Specific", or you can just select to put in an average and know that some months you might a bit over, but they it will work out by another month where you spent less.

When in the Budget screen with graphs you can set the time period to year to date, and see if that averaging is really working.

Also you mention year over year spending.  Well budgets are only for 12 months, so I don't think you can really compare them short of just printing out different reports for different years and looking at them.
Was this answer helpful? Yes No
1 additional answer

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