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How do I view my monthly banking summary? (business)

  • Click the Business tab.
  • Click the Cash Flow button.

    Why don't I see a Cash Flow button?

    The Cash Flow page in the Business tab displays cash flow activity in the business spending accounts you added to Quicken. The Cash Flow option only appears if you have a business spending account set up (checking, savings, cash, or credit card account). If you're tracking business transactions in a personal spending account, your business income and expenses appear with your personal income and expenses in the Spending tab.

    But I DO have a business spending account!

    Make sure that Quicken knows that the spending account belongs to the Business tab. You may need to change the group the account is in to make it appear in the tab you want.

    View the In/Out/What's Left snapshot that appears at the top of the page.

What is meant by terms like current balance, cash flow difference, total available, and so on?

How do I get more detail about the transactions this snapshot is based on?

How do I add transactions?

How can I change an incorrectly categorized transaction?

How can I change an incorrectly tagged transaction?

How do I customize this snapshot?


What is the Bill and Income Reminders tab for?

Is there anything special I need to know about scheduling bills & deposits in the Business tab?


This feature requires Quicken Business & Personal. Learn how you can upgrade Quicken in minutes.

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