Simplifi / Quicken Business & Personal Help

Managing Your Spending

Quicken helps you manage and reduce spending by tracking your cash flow, categorizing your purchases, and providing a flexible budgeting system. Always see where your money is going and stay in control of it.

  • See where your money went. The Spending Dashboard shows your spending over any time period, broken down by category, payee, or tag, with the transactions behind every number just a click away.

  • Create and track a budget. Your Spending Plan is a dynamic, real-time budgeting tool that calculates what you have left to spend each month after accounting for your income, bills, savings goals, and flexible spending.

  • Track specific spending areas. Watchlists let you keep an eye on a category, merchant, or tag — without setting up a full budget — and alert you as you approach a target you set.