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Setting financial goals in Quicken Online

Pt. 8 of 10 | 2:42 |

Balancing the budget with Quicken Online


Wednesday November 18, 2009
The most important step in

creating a budget online

is setting spending goals. If you're spending too much on entertainment, set a lower goal and monitor your progress with Quicken Online on the Goals tab.

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Show Notes

Create a free Quicken Online account.

- The Goals tab lets you set goals for yourself in any number of categories.

- Scroll to the bottom of the page and click Select a category.

- Pick a category from the list.

- To the right of the category you can click Edit to change or set a goal for that category.

-The bars run from the 1st of the month to the end of the month, in this case, the 30th.

- Adjust your goals and the colored bars will adjust accordingly.

- The Goals tab is a great place to budget categories and keep track of your progress.
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