Monthly Vs Actual Budget

MFT

New to quicken. Bank accounts merged into Quicken. Not sure how to go about setting up budget.

Then… how can you analyze actual vs budgeted monthly spending. New to Quicken. Is there a video tutorial?

Thanks!

SRC54

Just making sure you are not using Quicken Classic, which has a budget. Quicken Simplifi has a Spending Plan.

Here's the link to Quicken Classic Support:

https://community.quicken.com

If you are using Simplifi, here is a link to how to use the Spending Plan:

https://support.simplifi.quicken.com/en/articles/4212702-understanding-your-spending-plan

Let us know if you have questions.

Coach Jon

Hello @MFT,

Thanks for reaching out, and welcome to Quicken Simplifi! Quicken Simplifi offers a different approach to budgeting. Quicken Simplifi creates a Spending Plan automatically based on the Recurring Income, Bills, and Subscriptions you've set up, leaving the money that's left over as available to budget or save for other items, or to spend as desired.

For more information and how the Spending Plan works within the program, here is a great support article: https://support.simplifi.quicken.com/en/articles/4212702-understanding-your-spending-plan

I hope this helps!

-Coach Jon