If you're planning for long-term goals—such as retirement, major purchases, or debt repayment—you can extend your current budget into future years. Quicken allows you to add future years one at a time, using your existing budget categories and values as a starting point.
Add a new year to your budget
You can add a future year while viewing your budget in Annual View. Each new year is added based on your current data.
To add a budget year:
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Go to the Planning tab and select Budgets.
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In Annual View, click the > button next to the current year.
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In the Add a Budget for [next year] window, choose one of the following:
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Copy [year] budget categories and budget values to [next year]
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Copy [year] budget categories and actuals as budget values to [next year]
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Copy [year] budget categories only to [next year]
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Select OK.
The new year appears in your budget. You can repeat these steps to add additional years, such as 2026 or 2027.
Tip: Your budget will show actual income and expenses for each year as you enter transactions.