Quicken 2010 Planner: automation?

Oct 30, 2009 0 Replies

I am a new user of Quicken 2010 Premium. I just started playing with the Planner feature today. The Planner requires that I provide estimates of my living expenses. I am looking for a way to automate this process.



I found a Budget feature in Quicken. This Budget feature appears to create a spending budget automatically, by analyzing my spending habits, one Quicken category at a time.



Ideally, I would transfer the "spending by category" data from the Budget feature to the Planner feature. I cannot find a way to do this.



Any suggestions for automating the set up of Planner? I would like to start with automatically generated numbers, and them refine these numbers manually, when I can spare the time.


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