I purchased QB mainly to track my home expenses and to create a home budget. So far, I have added 5 accounts to QB. There is 1 credit card account, 1 checking account, and 3 investment accounts. To create my budget I have downloaded all of the expenses for my credit card account for 2019, and in Banking, have created and assigned a category to each one, and then added them to my Expense register. I have also, reconciled the entire year, by reconciling each month individually. I then tried to create a budget, by selecting the beginning date of my fiscal year, January 1, 2019, and the end, December 31, 2019. I then downloaded the existing data into the budget form. The first thing I noticed, that in two cases, there is a duplicate entry? And in some cases, several of the months have no data, when I know there were expenses that were transacted during those months. Is there something obvious that I have done wrong? It doesn’t appear that the data that has been downloaded to each month can be edited? Are there articles available that can help me with the budgeting process. I am also unclear on how or if the expenses from my checking account are being included. Obviously, it is critical that all off the expenses from my credit card and my checking account are included in the budget. I need help, but I’m not sure where to find it? Thanks, Larry
