How do I project cash flow?
Project your account balances
Work with the Financial Calendar
Track your expenses on the Spending tab
Create a cash flow report to get the details
Project cash flow and work with reminders in a register
View the In/Out/What's Left snapshot on the Home tab
What if something goes wrong?
How do I get started with projecting cash flow?
- First, add your spending accounts
To project your account balances and get an accurate picture of your cash flow, you’ll need to create accounts in Quicken for all of the real-world accounts you normally spend money from—most likely, your primary checking account and your credit cards.
See Add an account to learn how.
- Next, create reminders for your recurring bills and income
When you create a bill reminder, you enter the details of the bill and tell Quicken when to make the next payment, the amount due, and how often to make future payments. Do this for your income, too. Quicken will then have the information it needs to accurately project your account balances.
See Create a bill or income reminder to learn how.
- Finally, categorize your transactions
Categorizing your transactions allows you to easily create Quicken reports and graphs to answer questions like:
- • How much am I spending a month on groceries?
- • How much do I receive each month in income?
- See Categorize your transactions to learn how.