Add categories to the budget snapshot

In Quicken Classic for Windows, the Budget snapshot on the Home tab provides a quick view of your current spending compared to your budget plan. You can customize this snapshot to display specific budget categories, giving you better insight into the areas of spending that matter most.

Note: These instructions apply to the Main View on the Home tab, not the newer Dashboard view. To follow the steps below, make sure you're viewing Main View, not Dashboard.

Why add budget categories to the snapshot?

Adding budget categories helps you:

• Monitor key spending areas without switching to the full Budget view

• Focus only on selected categories that you want to track more closely

• Quickly spot problem areas where you're over budget

How to add or remove budget categories

To choose which categories appear in the Budget snapshot:

1. Select the Home tab, then choose Main View at the top.

2. Locate the Budget snapshot.

3. Select the Options menu in the upper-right corner of the snapshot.

4. Choose Select budget categories to watch.

5. In the Select Budget Categories to Watch window, navigate through the category tabs (e.g., Personal Expenses, Bills & Utilities) to find the categories you want to display.

6. Select or clear the checkboxes for the categories you want to show or hide.

7. Select OK to apply your changes.

What else you should know

• You can only select from categories that are already part of your full budget.

• You cannot create or edit categories from within the snapshot view.

• To make changes to the actual budget, go to the Planning tab and select Budgets.

Note: The Budget snapshot is limited to viewing only. Any structural changes—such as adding new budget categories—must be made from the full budget view under the Planning tab.