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How to Work with the Quicken 2013 Budget Windows

Add a category to the Budgets window when you’re doing advanced budgeting by clicking the Select Categories to Budget link (see lower-left corner of window).

Then choosing the categories you want to budget from the Select Categories to Budget dialog box. Click OK when you finish with the Select Categories to Budget dialog box.

To budget an amount for a category shown, click the income or expense category and then, when Quicken opens a text box for the category, enter the budgeted amount into the Budget column. As with an automatic budget approach, you also have the Rollover Unused Amounts, Apply Amounts, and History and Transactions buttons available to expedite and elucidate your budgeting efforts.

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