The Budget Actions Button on Quicken 2014 - dummies

The Budget Actions Button on Quicken 2014

By Stephen L. Nelson

If you click the Budget Actions button in Quicken 2014 (which appears in the upper-right corner of the Budgets window), Quicken displays a menu with seven commands. You’ll find these commands helpful when using Quicken 2014 to work with a budget:

  • Select Categories to Budget: Displays the Select Categories to Budget dialog box shown in the following figure.


  • Switch to Annual View/Grid View: Toggles the display view of your budget between a just-the-budgeted-month view and a month-by-month-spreadsheet-grid of the entire year.

  • Budget Reports: Displays a submenu that lists the two Quicken reports that summarize budgeting information: Budget Report and Monthly Budget Report. These reports are also available on the Reports menu.

  • View Options: Displays a menu of formatting options for the budget, including check boxes you can use to show cents, include reminders, and short parent categories, and also a Edit Budget Name command you can use to change the name of the budget.

  • Duplicate This Budget: Creates a copy of the currently displayed budget and then prompts you to give the copy a name.

  • Delete This Budget: Deletes the currently displayed budget.

  • Create New Budget: Displays the Create a New Budget dialog box (refer to the following figure) so you can begin the process of creating yet another budget.


  • Budget Preferences: Displays the Budget Preferences dialog box, which you can use to control how Quicken treats transfers between savings accounts and how Quicken accounts for savings goals transactions.