Create a New Budget
To set up your first budget, click the Budget button on the toolbar, then click the Add button to open the New Budget Wizard. See the following topics in this manual to guide you through the New Budget Wizard: Tip: on the Expense Budget tab of the New Budget Wizard, check the Display a warning for each transaction that exceeds the budget checkbox at the bottom of the window to receive a notification as soon as you go over budget in any category. This will help you make adjustments to your budget quickly so you can stay within your spending limits.
Monitoring your Budget
From the Budget window, click the Report button. Select the budget, time period, and click OK. You'll see a list of your spending by category, the budget you set for that category, your spending in that category, and the variance between your budget and spending as a dollar amount and as a percentage.