Income view

Use the Income view to understand where your deposits and other income are coming from and to review the transactions behind those totals. It combines filters, a chart, and a transaction list so you can start broad and then drill into details.

Example: If you want to confirm how much income you recorded last quarter, set the date filter to Last Quarter, review the totals, then click a category to see the related transactions.

What you can do in Income view

This page is designed for fast review first, then detail work if something looks off. Use it to move from totals to the exact transactions that created them.

Example: If one category looks unusually high, you can narrow to a single account, click the category in the chart, and then edit the transaction causing the change.

Filter results: Limit what you see by date and account.
Review totals: See total income and how it’s split across categories.
Drill down: Click a category to show only its transactions.
Fix details: Search, edit, or delete transactions in the list.
Print results: Print or save what you’re currently viewing.

Open the Income view

Open the view from the account or account group you want to analyze so the totals include the right accounts.

Example: Open the view from Banking to see income across multiple accounts, or open it from one checking account to see income only for that account.

In the sidebar, select a banking account or an account group (for example, Banking).
Select Income.

Include the right accounts in your totals

The account filter controls which accounts are included in the chart and transaction list. This is the fastest way to answer “which account received the deposit?”

Example: If you’re verifying deposits into one account, set the account filter to Primary Checking.

Select the account filter (it shows the current selection, such as All USD Accounts).
Choose the account or account group you want to include (for example, Primary Checking).

Choose the date range

The date filter controls what Quicken includes in totals and the transaction list. Choosing the right range prevents you from reviewing the wrong period.

Example: Choose Month to Date to see what’s been recorded so far this month, or Last 12 Months to review a full year of income.

Select the date filter (it shows the current selection, such as All Dates).
Choose one of these options:
- All Dates
- This Month, This Quarter, This Year
- Last Month, Last Quarter, Last Year
- Month to Date, Quarter to Date, Year to Date
- Last 7 Days, Last 14 Days, Last 30 Days, Last 60 Days, Last 90 Days, Last 12 Months
- Custom Dates…

See income totals by category

The chart and totals help you compare categories quickly so you can spot patterns or surprises without scanning the full list.

Example: If Other Inc is higher than expected, it might include a one-time deposit (refund, reimbursement) or transactions categorized incorrectly.

What the chart shows: Income totals by category for the current filters.
What the total means: The sum of all transactions currently shown.

Drill down to a category

Drill-down lets you move from a category total to the transactions behind it, without manually filtering the register.

Example: Click Net Salary to see only paycheck transactions included in the current date range.

Hover over a chart segment to see a tooltip with the category name, total amount, percent, and transaction count.
Click a chart segment (or the category name in the legend) to filter the view to that category.
Tip: Use the breadcrumb (for example, Income > Other Inc) to see what you’re filtered to, and click Income to return to the full view.

Narrow the view to one account

After reviewing the overall picture, switch to a single account to confirm what was deposited there and whether it looks complete.

Example: If totals look right overall but your checking balance feels off, select Primary Checking and review the income transactions for unexpected or missing deposits.

Select the account filter (it shows the current selection, such as All USD Accounts).
Choose the account you want to review (for example, Primary Checking).
Optional: Select the date filter to focus on a specific period.

Find, edit, or delete transactions

The transaction list is where you verify details and make corrections. Edits here update the same transactions in the register.

Example: If a deposit is categorized incorrectly, you can fix it here so the chart and your reports reflect the correct category.

Find transactions

Search helps when you remember part of a transaction (payee, category, memo) but not the date. Search applies only to the transactions currently shown.

Example: Set the date filter to Last 30 Days, then search for an employer name to find recent paycheck deposits.

In the upper-right, use Search All Visible Columns.

Edit a transaction

Editing is useful when you need to correct the payee, category, memo, tags, or other details.

Example: Change a deposit category so it appears in the right place on the chart.

Select a transaction in the list.
Click Edit.
Make your changes, then click Save.

Use the transaction shortcut menu

The shortcut menu provides quick access to common actions without opening the edit panel.

Example: Duplicate a transaction when you want to create a similar entry with a new date and amount.

Right-click a transaction, then choose an available option such as Edit Transaction, Duplicate Transaction, or Move Transaction….

Delete transactions

Deleting removes the transaction from your data file, which changes totals and reports. Quicken may show warnings before deleting certain transactions.

Example: If you delete a reconciled deposit, your register may no longer match the statement you reconciled to.

Select one or more transactions.
Click Delete.
Review the message, then click Delete to confirm, or Cancel to stop.

Note: If a transaction was reconciled or downloaded, Quicken shows a confirmation message before deleting it.

Customize columns

Columns control which details you see in the transaction list. Customizing columns helps you focus on the fields you care about and reduce clutter.

Example: Turn on Tags if you use tags to group income like reimbursements or side work.

Click Columns.
Select the columns you want to show or hide.
Optional: Click Apply to All Checking Accounts to reuse the same column layout.
Optional: Click Reset to Default to restore the default column set.

Print or save the current results

Printing uses your current filters, so it’s a quick way to capture exactly what you’re looking at for records or sharing.

Example: Set Custom Dates… for a tax period, then print Transaction Detail to save a PDF.

Click Print.
For Format as, choose Transaction Detail or Category Detail.
For Include, choose All visible transactions (or another available option).
Click OK, then complete printing in the macOS print dialog.

Common tasks

These examples combine the most common filters and actions on this page.

See paycheck income this month: set the date filter to This Month, then click Net Salary.
Check deposits in one account: select the account filter, then choose Primary Checking.
Find a deposit from a payee: set a date filter, then use Search All Visible Columns.
Save a PDF of the current results: click Print, choose Transaction Detail, then save as PDF in the print dialog.