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How do I add categories to the Budget card?

The Quicken Home tab features a Budget card that compares your monthly spending to your budget plan.

If you want to see more than just a summary of your spending, you can add your budget categories to the Budget snapshot. Here's how to do it:

  1. Click the Home tab.
  2. If necessary, click the Main View button.
  3. In the Budget snapshot, click the Options menu, and then choose Select budget categories to watch.
  4. In the Select Budget Categories to Watch window, click the tab where the category you want to watch is located. For example, click Personal Expenses to display your personal expense categories.
  5. Select the categories you want to add to the Budget snapshot; de-select the categories you want to remove.
  6. Click OK to save your changes.

Notes

  • The Select Budget Categories to Watch window displays only the categories included in your full budget.
  • You can't make changes to your full budget from the Budgets snapshot.
  • To make changes to your full budget, click the Planning tab > Budgets button.
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