To search or filter the register, just type into the search field in the filter bar.Click the Reset Filters button to restore the default setting. Experiment with these settings to find the view that is right for you. Filter by date, transaction type, and more. It has tools for managing and filtering the register content. At the top of every register, you'll find the Filter Bar.This allows you to have multiple accounts/registers open at the same time for side-by-side comparisons. Pop Up WindowsÄouble-click anything listed in the sidebar to open that item in a separate window. Click on it to see your over-budget, unusual spending, or other types of alerts. If you turned on mobile and web sync, you'll see a tab in the Feature Bar labeled Alerts. Click on the arrow to switch to different calendars. The Quicken calendar feature provides a daily view of your transactions and cash balances at a glance. Just like any other register view, you can filter the scheduled and upcoming transactions in this view by using the filter bar or by typing in a search term to instantly see a graph of just those filtered transactions. See exactly when you need to transfer funds or adjust your spending to meet your obligations. Choose multiple accounts for a cumulative total, or select an individual account from the account filter to see the impact of upcoming expenses and income on a single account balance. Here you'll find a checklist of upcoming bills, a list of scheduled income, and a cash flow chart that displays the projected (or forecast) balance for your accounts. Bills & IncomeÄ«ills & Income is more than just bills. Click the arrow to see a list of all the budgets or to duplicate or delete a budget. You can change the suggested goal amounts, add, or remove categories to watch. Quicken creates a default budget based on your previous 12 months of spending. Click the arrow to see the list of reports or to create a new report. Standard reports including account summary, spending in last month, current month, category summary, spending over time, spending by tag, and a powerful Tax Schedule report. You can also save custom reports for later viewing. You can customize reports by account category, tag, time range, and more. The Reports section includes a number of reports to help you understand your spending and savings. Create a monthly budget based on your past spending and easily track your progress. Combined with the Bill Reminder view (see below) you get a powerful Cash Flow Forecasting tool. Reminders can help you pay your bills on time and avoid late payments and overdraft fees. Set up Bill & Income scheduled transactions to keep track of how much money you have coming in and going out in the future.
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