First inspection this looks very well done, time will tell if it’s usable for the long term.I know many users complained of trouble with the 2009 version of this function.It shows your progress towards that goal and is rather simplistic.
The best place to begin is with our Top Community Success Tips and our guide, How to use the Quicken Community.Intuit released it’s latest version of it’s flagship product Quicken 2010 on October 11th 2009 so being the geek I am had to acquire a copy for review and see if it’s worth the expense both for myself and my readers.The sad state of affairs is that as far as the personal finance software world is concerned Intuit is the only game in town for a comprehensive package of expense tracking, investment tracking, budgeting and planning.The essence of the budget planner is that it goes well beyond their simplistic view of allocating a set amount of money to a category.What they’ve really got setup is a framework for a Zero Based Budget and I’m anxious to try and use it over the coming months.Quicken 2010 clearly defines your actual expenditures versus what you’ve allocated shows whatever balance you may have left in that category as a “Left Over.” The part I love is that they have the concept of a Rollover Reserve which means if you have a category such as Auto Maintenance that you want to keep building month to month but won’t necessarily have frequent expenditures you can watch your balance build.If you decide that you have too much money in a category you can allocate some or all of it to another category.If you’ve never used quicken before your in for a learning curve.Oh yeah if you go to look for the user manuals to print out as referenced on your CD cover, you won’t find them. Quicken Press just put out an official guide to using Quicken 2010 that might also be helpful for getting up to speed with this latest version.Once you’ve setup all of your accounts it’s a simple matter to click on Update to bring in all of your bank’s cleared transactions. For anyone doing any form of more advanced budgeting Quicken has not fit the bill.Sure it’s always had some generic spending limits but not really a comprehensive planning product nor an easy way to maintain variable expenses or sinking funds from month to month. On the planning Tab under Other Tools you’ll find the budget.