Understanding the Account View

Each account in Quicken includes four tabs—Transactions, Spending, Income, and Balance—that give you different ways to review and analyze your financial activity. Together, these tabs show how money flows in and out of your account and how those transactions affect your overall balance.

You can open the account view by selecting the account name from the Account Bar. The view opens within the main Quicken window by default. To open it in a separate window, Control-click the account name in the Account Bar and select Open in New Window.

Transactions tab

The Transactions tab is the main account register. It lists all deposits, payments, transfers, and other transactions in chronological order. You can use the filters at the top to view specific dates, transaction types, or statuses.

Each transaction includes columns for Date, Payee, Category, Amount, and Balance, along with optional columns like Check #, Business, or Client. Use the New, Edit, Split, or Delete buttons at the bottom to manage transactions directly in the register.

Spending tab

The Spending tab helps you see where your money goes. It includes a color-coded pie chart showing spending totals by category—such as Loans, Home, Shopping, and Food & Dining—and a corresponding list of individual transactions below.

You can filter spending by All Dates or select a specific time range. Selecting a category in the chart highlights the related transactions, making it easier to identify where most of your expenses occur.

Income tab

The Income tab shows how much money you’ve earned and where it comes from. It includes a donut chart summarizing total income by category (for example, Personal Income or Salary/Regular Income) and a list of income transactions below.

Use the filters to narrow results by date, and view the Amount and Balance columns to see how deposits and paychecks contribute to your account’s growth.

Balance tab

The Balance tab shows your account balance over time as a line graph. Each point on the chart represents the balance after a transaction, helping you track financial trends across the selected period.

Hover over any point to see details such as transaction totals and the balance on a specific date. You can also adjust the view to start the Y-axis at zero or use Additional Chart Lines to add comparison data.