If you'd like, you can add and remove category groups from your budget. You can also add categories from Quicken's preset list of categories. After you've created the new category, return to your budget and click Select Categories to Budget to add it. If you want to add a category to your budget that doesn't exist yet, choose Tools menu > Category List, then click Add Category. Any transaction amounts assigned to those categories will be added to their respective Everything Else category group totals. For example, Auto: Fuel.Ĭategories you remove from your budget aren't deleted from Quicken rather, they're simply removed from your budget. Starting today, the new version of Quicken is available for purchase. If you add a subcategory, but not its parent category, only the subcategory appears in bold lettering. Opinions expressed by Forbes Contributors are their own. You may also click Select Categories to Budget at the bottom of the budget window, or right-click a category name to add or remove budget categories.Ĭategories you add to your budget appear in bold lettering.
If you already use Intuit’s other budgeting tool Mint (see review later), you’ll really like Personal Capital because it’s got the same feel but with far more powerful investment tracking. Assign amounts to your categories in the budget window. Personal Capital (Free) Personal Capital is the best personal finance software for Mac and best of all, unlike Quicken it’s actually free to use.Select the categories you want to add to your budget de-select the categories you want to remove.For example, click Personal Expensesto display your personal expense categories. In the Select Categories to Budget window, click the tab where the category you want to add or remove is located.Click Budget Actions > Select categories to budget.
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