Each account in Quicken includes four tabs: Transactions, Spending, Income, and Balance. These tabs give you different ways to review and analyze your financial activity, showing 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.
Use the date range menu at the top of the tab to set the period shown, from All Dates to a specific range such as This Month or Last 90 Days, or choose Custom Dates to enter your own. When the selected range does not already set an end date, a second menu appears to the right. Use it to choose how far ahead Quicken projects your balance from scheduled reminders, from the next scheduled instance up to ten years ahead.
Select Y-axis starts at zero to anchor the bottom of the chart at zero rather than scaling to the range of your balance.
Select Additional Chart Lines above the graph to overlay reference lines, such as a high or low threshold. For each line, you can set a name, a value, and a color, and you can hide a line without removing it. For credit accounts, you can add a Credit Limit line. This line is available only for accounts where it applies, and if the account has no credit limit set, Quicken directs you to Account Settings to add one.