Over time, your budget needs may change due to income shifts, spending adjustments, or revised goals. Quicken Classic for Windows allows you to easily update individual budgeted amounts as needed.
Why change a budget amount?
Adjusting a budget item helps you:
Reflect increases or decreases in monthly income
Account for new recurring expenses or spending patterns
Fine-tune your financial plan to stay on track
How to update a budgeted amount
Go to the Planning tab, then select Budgets.
Find the category you want to change.
Hover your cursor over the budget amount. An Edit button will appear on the far right.
Select Edit. The amount field becomes editable.
Enter the new amount.
Select Save to confirm your changes.
Note: Changing a budget amount updates only the month you edited. To apply the same amount to other months, select the gear icon next to the amount and choose Apply [month] budget forward to the end of [year] or Apply [month] budget to all of [year].
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