• Set Up a Budget in Quicken

How To Set Up a Budget In Quicken 2016

The Quicken software lets you calculate your monthly income and expense. You can create your budget for a maximum of 12 months. 

To know how to set up a budget in the Quicken 2016 software on your Mac system, read & proceed with the guided instructions given below.

Steps to set up a budget in Quicken

  • Launch the Quicken 2016 application on your Mac system.
  • Click the Budget tab available at the left-hand side of the screen.
  • If you are creating a budget for the first time, then an introduction screen will appear.
  • Click the Start Budgeting button to begin the process.
  • Locate and click the Edit Budget option.
  • Type your budget name in the Budget Name text filed.
  • Similarly, edit the starting and ending budget schedule based on your desire.
  • To edit the values, navigate to the specific tab and enter the data in the given fields.
  • To move forward, use the Tab key and to move backward use the Shift + Tab buttons.
  • To adjust the budget categories, click the Select Categories button. 
how to set up a budget in quicken
  • Now, the Select Categories to Budget dialog box will appear on the screen.
  • Choose the categories you wish to add from the displayed list.
  • You can also filter the budget by Income and Expense category.
  • After setting the budget preferences as per your need, click the OK button.
  • Now, the added category will be displayed below the specific section.
  • Edit the value of each budget category if required.
  • On the top-right corner of the screen, you can find the cumulative net value of your budget that covers the start of the budget calculation to the current month.
  • After setting the budget, click the OK button.


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