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Quicken Community / Forums / Quicken Online--the Online Quicken product / Meet Your Budget Goals /
Budget carryover
May 18, 2009 07:13 am

[droland]
droland
Texas
Total posts: 2
This post is about: Quicken Online
I'm sure this has been covered already but I have to ask anyway.

Is there a way to carry budgets over the entire year instead of just over a single month? Examples are HOA Dues that are paid bi-yearly or storage garages that are paid yearly.

I understand it's simple enough to divide by 12 but that budget item goes unused for 5 or 11 months then we go overbudget for that 1 month.

For personal budgeting I'm a big fan of the envelope system and am trying to replicate it in quicken online.

I love the existing features in quicken and feel that's the only thing missing is accurate budgeting.
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[james2009]
California
Total posts: 2
Voted helpful: 1
This is a new post #1
of 2 		Budget carryover
May 29, 2009 10:45 am 
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This post is about: Quicken Online
Droland:

You should seriously investigate using an ING checking account if you havent already. As I understand it, they have sub-accounts you can create for your checking/savings that are meant for line items EXACTLY like this.

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  • JAHOWARD (May 31, 2009 11:31 am)



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    [JAHOWARD]
    Michigan
    Total posts: 31
    Voted helpful: 7
    Number of years using Quicken: 2 to 5 years
    Quicken Deluxe 2008
    Windows Vista
    This is a new post #2
    of 2         		Budget carryover
    May 31, 2009 10:31 am 
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    This post is about: Quicken Online
    Replying to: james2009 (May 29, 2009 11:45 am)
    I have used several budgeting programs. It doesn't matter which account the money physically resides in, plus ING direct is a pain sometimes to update in Quicken Online.

    There isn't a way to carry over unused monies in Quicken Online. That's how a true budgeting program works.. any unused monies rollover - and you can save it or add it to debt repayment.

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