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There are two ways How to create a budget in Quicken? The first is the automatic option, which is based on top spending categories. For it:
Navigate through Planning > Budgets;
Next, click on Budget Actions and then opt for Create a new budget;
Finally, enter a budget name and choose Automatic Budget.
The other is the more advanced way, and to proceed with it:
Go to Planning > Budgets > Budget Actions > Create a new budget;
In the next step, enter a name and choose Advanced Budget;
Here enter the budget type, date range, budgeting method, rounding, and finally, accounts and categories.
Next, create the budget using the Advanced Budget Setup.
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