Overview
The All Series tab is where you go to see and manage every recurring item you’ve set up in Quicken — in one organized list.
A Series is any recurring bill, income, subscription, or transfer you’ve scheduled.
Think of All Series as your master roster of recurring financial activity. It’s the best place to:
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Review everything you have running
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Spot charges or income you’ve forgotten about
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Make updates without searching through transactions
The information here also drives what you see in Overview and Cash Flow, so keeping it accurate keeps your projections accurate.
What You’ll See in All Series
Each row represents one recurring series and includes:
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Payee — Who the payment goes to or comes from
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Account — Which account is used
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Category — How it’s classified
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Amount & frequency — How much and how often it occurs
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Yearly total — Estimated annual cost or income
Filter Your View
Use the tabs across the top to focus on specific types of recurring activity:
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All Active — All active series
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Bills — Irregular or less frequent expenses (insurance, annual fees)
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Subscriptions — Ongoing recurring charges (streaming, software)
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Income — Paychecks and recurring deposits
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Transfers — Scheduled moves between your accounts
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Canceled — Series you’ve stopped, kept for reference
Filtering makes it easier to audit specific areas, like subscriptions or income streams.
How the Yearly Total Is Calculated
The yearly total reflects how often a payment actually occurs over the year — not just a simple monthly estimate.
Quicken calculates this by:
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Counting how many times the transaction occurs during the year
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Multiplying that by the amount
This means:
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Monthly, quarterly, semi-annual, and annual charges are all calculated accurately
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The total reflects real cost or income over time
For example, a $169 charge every 6 months shows as $338 per year — not $2,028.
Why All Series Is Worth Checking Regularly
Recurring charges are easy to forget.
A small monthly charge may not stand out in your transaction list — but when you see it as an annual total, its impact becomes much clearer.
All Series helps you:
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See the true annual cost of subscriptions and bills
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Identify services you no longer use
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Understand how recurring income compares to recurring expenses
For business users, this is especially useful for tracking:
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Vendor payments
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Software subscriptions
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Payroll and recurring revenue
Seeing everything in one place supports better planning and cleaner financial management.
Managing a Series
To manage a series:
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Select the three-dot menu at the end of any row
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Choose to edit, skip, or cancel the series
Changes made here automatically update:
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Future Reminders
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Overview projections
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Cash Flow forecasts
Examples
Personal — Subscription audit
You filter to Subscriptions and notice a $14.95 monthly service you haven’t used in months.
Seeing the $179 yearly total makes the cost more real.
You cancel it in seconds and avoid another renewal.
Personal — Catching a forgotten expense
You scroll through All Series and notice a semi-annual charge you forgot about.
Because it’s visible here, it won’t surprise you the next time it hits.
Personal — Understanding true cost
A few small subscriptions don’t seem like much individually.
But together, their yearly totals add up to several hundred dollars.
You decide which ones are worth keeping and which to remove.
Personal + Business — Seeing total income
Switching to the Income filter shows your paycheck, a client retainer, and a periodic payment.
At a glance, you can see your expected annual income from recurring sources — useful for planning and taxes.
Power user — Keeping projections accurate
You notice your rent amount has changed.
Updating it here ensures your Overview and Cash Flow projections stay accurate, without needing to adjust anything else.
Tips
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Audit subscriptions regularly — Small monthly charges add up quickly
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Keep your series up to date — Accurate inputs lead to accurate projections
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Use filters to stay focused — Review one category at a time
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Check Canceled when unsure — Confirm whether something was stopped or just paused