Using tabs

The tab bar in Quicken Classic for Windows lets you navigate between major sections of the product. Each tab opens a workspace called a center, where you can view, manage, and organize different parts of your financial life—such as spending, planning, investing, or managing property.

What the tab bar does

The tab bar appears near the top of the Quicken window, just below the menu bar. It provides quick access to the primary feature areas. Selecting a tab opens that center in the main workspace area. Only one tabbed center can be active at a time.

Overview of available tabs

The tabs appear in this typical order. Availability depends on the features included in your Quicken edition.

Home

A customizable overview of your finances. This tab provides access to dashboards, summaries, and snapshots of spending, income, net worth, and upcoming bills.

Spending

Displays your accounts, transaction registers, and spending history. Use this tab to enter transactions, view balances, and monitor your day-to-day cash flow.

Bills & Income

Lets you schedule and manage bill and income reminders, track projected balances, and manage payment statuses. You can also set up online bill connections if supported.

Planning

Includes tools for budgeting, savings goals, debt reduction, and retirement planning. This is where you manage your financial plans and forecasts.

Investing (available in higher-tier versions)

Provides portfolio views, security performance tracking, investment reports, and cost basis details. Use this tab to monitor your investment holdings and long-term growth.

Property & Debt

Used to track large assets like real estate or vehicles, as well as personal loans, mortgages, and other debts not managed in standard account registers.

Business (available in higher-tier versions)

Lets you manage business income and expenses, generate tax reports, invoice customers, and track receivables and payables. Appears only if you have Business features enabled.

Rental Property (available in higher-tier versions)

Designed for landlords managing rental units. This tab provides tools for tracking rent payments, tenant details, property-related expenses, and income reports.

Mobile & Web

Controls synchronization between your desktop Quicken file and the Quicken Mobile app or Quicken on the web. You can choose which accounts to sync and monitor sync activity.

Note: If a tab listed above doesn’t appear in your version of Quicken, it may require an upgrade to a higher-tier edition.

How to use the tabs

To open a center:

1. Locate the tab bar beneath the menu bar.

2. Click the tab for the center you want to open.

3. The selected center loads in the main workspace area.

Only one center displays at a time. Switching tabs replaces the currently open center.