You can track your paychecks to monitor your net salary. You can also create custom categories and/or category groups, such as Kids. Quicken Home & Business comes with a set of default groups designed to keep your personal and business expenses organized separately:Įvery version of Quicken lets you choose the categories and subcategories you want to track in your budget. Quicken always lets you add, delete, or adjust categories manually, whenever you like.Ĭhoose your categories, subcategories, or category groups: You can choose to budget all of your expense and income categories under each category group, or you can pick and choose the ones you want to track. Most Quicken members start with an automatic budget instead of building one from scratch because you can always change that budget later. Quicken for Windows: budget customizationĬhoose automatic or manual budgeting: When you’re ready to create a budget, you can let Quicken create an automatic budget for you based on your past expenses, or you can build that budget manually by choosing all your categories and setting each amount, creating your budget from the ground up. Once you’re satisfied that your categories paint a fairly accurate picture of your spending, you can create a budget in Quicken for Windows or Quicken for Mac and customize it to suit your needs. Quicken uses your categories as a starting place in creating your budget, calculating your projected spending on things like groceries or entertainment based on your actual spending in each category. As you update each one, Quicken will give you the option to remember your preference for next time. That one’s pretty obvious, but there might be categories you’d like to change to better reflect what the transaction was for. Grocery store purchases are assigned to Groceries, for example. Quicken automatically assigns categories to your transactions based on the payee. If you’re relatively new to Quicken, the first thing you’ll want to do is look through your recent transactions and make sure your categories are set up the way you want them. Getting started with budget customization Read on to learn more about customizing your Quicken budgets on each platform. In both Quicken for Windows and Quicken for Mac, you can change your budget’s categories, amounts, included accounts, and more. This month, the product team is highlighting another powerful way to make Quicken your own: the unparalleled ability to customize your budgets. And you can endlessly customize reports to show you exactly what you need to know. You can invent your own tags to track your finances in brand new ways. You can create naming rules for your favorite stores so you’re not stuck with the strange transaction names that come from the bank. You can change your entire category structure however you like. One of the main reasons Quicken software wins awards is how much you can customize it to meet your needs.
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