![]() The accounts and categories used Quicken creates the budget based on personal expense transactions in all of your accounts except Invoice and *Sales Tax* accounts (Quicken Home & Business only). The rounding used Quicken rounds each budget amount to the nearest dollar.The budgeting method used Quicken creates the budget based on your actual monthly expenses for prior months, and your average monthly expenses for current and future months.If you don't have 12 months of transactions yet, Quicken creates the budget based on as few as 3 months of transactions. The date range used Quicken creates the budget based on transactions from the previous 12 full months.Quicken purchased programs have online services licenses that are good for only 3 years and support for Quicken 2016 expired on. If you want, you can add transfers and income categories later by clicking Select Categories to Budget at the bottom of the Budget window. If you haven't already set up a account you need to do that first and then use your login information. It does not include transfers or income categories in the budget. The type of budget created Quicken creates a budget for all of your recurring personal expense categories. It is often easier to let Quicken select the categories because you can always change the categories once the budget is created. You have the option to have Quicken select your budget categories or to select them manually. ![]() To base Quicken's yearly or quarterly budget options on January 1 to December 31, select January in the Start budget on field. Quicken then considers April 1, 2015, to March 31, 2016, as last year. For example, if your fiscal year started in April 2016, and it's now January 2017, select April in the Start budget on field. ![]()
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