![]() ![]() In this case, budgeting the top-level only will still include spending from all subcategories in this group. This is useful if you want to closely monitor each subcategory in your budget view, or if you tend to have set, fixed expenses in a subcategory that you want to plan for/project forward into the future. Therefore, it is possible to have a top-level category-budget value that is greater than the sum of all the child categories.) ![]() Note: Any transactions categorized with just the parent category, “Bills & Utilities” in this example, are also included.Therefore, you will need to set a budget value for each selected subcategory, and each subcategory will be displayed on the budget view. When you add a top-level category to your budget, it will include transaction activity for all transactions in that category grouping even if you do not explicitly select the subcategories for inclusion in your Budget.įor example, using the “Bills & Utilities” example above, all of the subcategories are selected. Many categories in Quicken are arranged in a list or tree-with a Top-Level category that contains multiple subcategories. Use the category picker to add or remove categories from your Budget. The Budget category picker will look familiar if you’ve ever created a custom report. Just click Select Categories. You can choose the accounts to include by clicking on Select Accounts You can add or remove categories from your budget at any time.
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