![]() Pay Allocations – this is where we’re in brand new territory. It’s just going to take a couple days to wrap your head around Budget and decide if it will work well for you.Īccounts – these are the closest things to the Quicken model.Įnvelopes – these correspond basically to categories in Quicken. I know it’s frustrating not to jump right in, but, trust me you need to shake loose some assumptions about how things work because they are very different than Quicken. Not all of it necessarily, but just the Getting Started section and those on working with different kinds of accounts, especially the Complete Detail section of “Handling Credit Cards”. ![]() I do not recommend the start-up wizard (as it currently exists, at least) because it doesn’t support as smooth a mental transition to this new way of doing things. It is all about keeping track of where you are planning to spend your money, where you really spend it and if that leaves you money left over for anything else.Ģ. Understand that Budget does not work on a ledger model. Here are the steps I would recommend for a new Budget user coming from use of Quicken or a program very like it:ġ. Start with a clean slate at a logical breakpoint such as your next monthly checking account statement. ![]() ![]() For that reason, I actually do not recommend migrating your existing history into it. You really have to “unquicken” your mind. It is a completely different mental model and it takes some getting used to. Continuing from my earlier posts on the decline of Intuit’s Mac versions of their products and on my quest for replacement software, here are some specifics on making the switch.īudget is significantly harder to transition to from Quicken than to another ledger-based program like Liquid Ledger. ![]()
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