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How do you add catagories to a new budget? The new budgeting system is a nightmare to use. The previous one was far easier!

 How can I add a new category for a 2019 budget or change an existing category name?  It used to be easy but quickbooks has changed (improved?) the system so that it is far more difficult.

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QuickBooks Team

How do you add catagories to a new budget? The new budgeting system is a nightmare to use. The previous one was far easier!

Hi @Larry Sarver,

 

I can see that the recent update on Budgeting feature gives you some challenges. But let me help you navigate through the new budgeting system.

 

Changing a category in the budget page is possible. You only have to change the name in the Chart of Accounts.


Here's how:


1. Click on the Gear icon, choose Chart of Accounts.
2. Choose the account name. 
3. Under the Action column drop-down, click Edit.

 


4. Change the account name.
5. Click Save and Close.

 


6. Check on the budgeting page if the account name has changed. 

 

 

If you've subdivided your budget categories into classes, you can edit them by following these steps.


1. Under the Add subdivided budget for drop-down, choose the category you wish.
2. Under the Show rows as drop-down, choose Classes.

 

 

Once done, your budget would be automatically updated.

 

Feel free to read this article about budgets: How to Create, Edit, and Manage Budgets?

 

If you have other concerns or you're referring to something else, please leave a comment below. I'll be happy to assist you.

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Level 1

How do you add catagories to a new budget? The new budgeting system is a nightmare to use. The previous one was far easier!

I have the same problem.  I have a new MacBook Pro and I'm using QuickBooks self-employed.  I see none of what you mentioned above.  I see the gear, that's about it.  No Budget page, no Chart of Accounts...

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QuickBooks Team

How do you add catagories to a new budget? The new budgeting system is a nightmare to use. The previous one was far easier!

Joining this thread to share how QuickBooks Self-Employed works, mjbbooks.

 

The QuickBooks Self-Employed (QBSE) is used only track the income and expenses of your self-employment. This version is for contractors who file Schedule C. That's the reason why budget and Chart of Accounts aren't features of QBSE. In this version, we can only categorize the transactions you're adding into your account. Please refer to these articles:

I suggest checking this page to see and compare the QuickBooks products. From there, check which version fits your business and needs.

 

The Community is always here to help. Just reply again here.

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