How do I see my income and expenses as a graph (rental property)

The Profit/Loss section in the Rental Property tab includes a graph and supporting detail view to help you track rental income, expenses, and profit or loss by month. The graph is updated automatically based on your recorded and scheduled transactions.

What the graph shows

The Income, Expenses & Profit/Loss bar graph includes:

• Income – Total recorded and scheduled income (e.g., rent)

• Expenses – Total recorded and scheduled expenses

• Profit/Loss – The difference between income and expenses

Each value is displayed as a colored bar:

• Blue for income

• Orange for expenses

• Green for profit or loss

This visual summary helps you quickly assess how each property is performing.

How to view the graph

1. Go to the Rental Property tab.

2. Select the Profit/Loss tab.

3. In the drop-down list, choose All properties or select a specific property.

4. Use the arrow buttons next to the date to change the month.

5. Review the Income, Expenses & Profit/Loss bar graph.

The section to the right of the graph shows the exact values for:

• Recorded Deposits

• Upcoming Income

• Recorded Expenses

• Upcoming Bills

• Profit/Loss

View full details

To see a list of individual transactions included in the graph:

1. Select Profit/Loss Details near the top of the screen.

2. A new window opens, showing:

   • All recorded deposits under + In

   • All recorded expenses under – Out

   • The associated Date for each transaction

At the bottom, you'll see the monthly totals for Income, Expenses, and Profit/Loss.

This view is helpful when you want to confirm what’s included in the graph or trace the source of any discrepancies.

Note
This view shows recorded transactions only. Scheduled income or bills appear in the graph but not in the detail window.

This feature requires Quicken Home, Business & Rental Property. Learn how you can upgrade Quicken in minutes.