Learning about the Quicken window

The Quicken sidebar

The sidebar is a single, always-accessible location that allows you to find all your accounts in Quicken. Using the sidebar, you can add accounts, update your transactions and balances, view individual accounts (click the account name) or view multiple accounts at once (click the headers: Banking, Investing, Debt, etc.). For more information, see The Quicken sidebar.

The Quicken Main Window

Dashboard

The Dashboard gives you an at-a-glance overview of your finances. On the Dashboard, you can view several informational cards. Update your accounts

Reports

The Reports section includes a number of reports to help you understand your spending and savings. You can customize reports by account category, tag, time range, and more. You can also save custom reports for later viewing. Standard reports including account summary, spending in last month, current month, category summary, spending over time, spending by tag, and a powerful Tax Schedule report. Learn more about reports. Click the arrow to see the list of reports or to create a new report.

Budget

Quicken creates a default budget based on your previous 12 months of spending. You can change the suggested goal amounts, add, or remove categories to watch. Learn more about budgets. Click the arrow to see a list of all the budgets or to duplicate or delete a budget.

Bills & Income

Bills & Income is more than just bills. Here you'll find a checklist of upcoming bills, a list of scheduled income, and a cash flow chart that displays the projected (or forecast) balance for your accounts. Choose multiple accounts for a cumulative total, or select an individual account from the account filter to see the impact of upcoming expenses and income on a single account balance. See exactly when you need to transfer funds or adjust your spending to meet your obligations. Just like any other register view, you can filter the scheduled and upcoming transactions in this view by using the filter bar or by typing in a search term to instantly see a graph of just those filtered transactions.

Calendars

The Quicken calendar feature provides a daily view of your transactions and cash balances at a glance. Click on the arrow to switch to different calendars.

Alerts

If you turned on mobile and web sync, you'll see a tab in the Feature Bar labeled Alerts. Click on it to see your over-budget, unusual spending, or other types of alerts.

Registers

• At the top of every register, you'll find the Filter Bar. It has tools for managing and filtering the register content. Filter by date, transaction type, and more. Experiment with these settings to find the view that is right for you. Click the Reset Filters button to restore the default setting.
• To search or filter the register, just type into the search field in the filter bar. All visible columns are searched by default. Turn on additional columns to broaden your search or select the dropdown menu in the search field to narrow your search. You can search on the payee, tag, category, amount, account--any column displayed in the register. To show all transactions again, click the Clear button (

  

  ) in the Search field.
• At the bottom of every register is the Register Toolbar. This contains commonly used register actions:
  • New: Add a new manual transaction (or type ⌘N).
  • Edit: Edit the selected transaction (or double-click or type ⌘E ).
  • Split: Split the selected transaction (or click the split icon in the row or type option + ⌘ + S ). Learn more about splits.
  • Delete: Delete the selected transaction (or type the delete key).
  • Schedule: Create a new scheduled transaction (bill or income reminder) OR create a scheduled transaction based on the selected transaction.
  • Paid: Mark the selected scheduled transaction as paid (i.e. enter the transaction).
  • Print: Print all transactions from the selected register (or type ⌘P).
  • Reconcile: Reconcile the selected account.
  • Columns: Select the columns to hide or show in the register (or hold down the Control key and click in any column header to select from a list).
  • Settings: View the settings for the selected account, including the download/connectivity settings.
• You can sort a register by clicking a column header. To reverse the sort order, click the column header again. Note that the balance column only displays values when the register is sorted by date.
• You can rearrange the displayed columns by dragging the column headers to the left or right.
• To adjust the width of a column, drag the separator line between column headers.