How To Create a New Budget for 2024 | An Easy Way to Budget

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Күн бұрын

Do more with your money in 2024. This step by step tutorial will show you how to create a new budget for the year using the Quicken Simplifi budgeting app. With Quicken Simplifi, you can easily connect all your bank accounts; then set up a new budget (we call it the Spending Plan) to account for bills, subscriptions, planned spending needs like groceries and gas, and Savings Goals, so you always know what you have left to spend.
Learn more and get 50% off Quicken Simplifi: bit.ly/3Ueyull
Coming from Mint? Get a free year when you import your data. Learn more here: bit.ly/3HdAX7N
Looking for something specific? Jump to:
00:00 - Intro
01:08 - Getting started: connecting your accounts
02:00 - Setting up your Spending Plan: Bills and subscriptions
02:54 - Planned Spending: needs like groceries and gas
04:58 - Savings Goals
06:12 - Tracking your progress
06:57 - Reviewing transactions
07:18 - Summary
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Quicken is the best-selling personal finance software in the US. Learn more at www.quicken.com.
For Quicken Simplifi tips and tricks, visit:
help.simplifimoney.com/
community.simplifimoney.com/
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Пікірлер: 7

@ryeginliving2664 6 ай бұрын

Nice introduction to Simplifi. I switched over from Mint and couldn't be happier.

@Quicken 6 ай бұрын

That's so great to hear! Welcome to Quicken!

@anniemilakovic7683 4 ай бұрын

I’d love to see a video on the recommended way to handle things that would normally be just a rollover category, such as auto insurance every 6 months. It’s a large enough charge I don’t want to cash flow when it happens, but goals seem like a pain to spend from frequently, in that you would have to remember to hide transactions from the spending plan and withdraw from the goal just to use some of the money you’ve set aside.