How do I review cash flow in the Lifetime Planner

A good reality check for your plans is to make sure you're not saving so much money that you won't have enough left over to pay for day-to-day expenses. You also want to have some cash in reserve for emergencies. You can review your cash flow in the Planner.

1. Click the Planning tab.

2. Click the Lifetime Planner button

  • What will I see?
    If you have entered enough information into your plan, Quicken displays an Account Balances graph in the Plan: Results snapshot.

    If the Results: Plan snapshot does not display a graph, it means you have not entered enough information yet for Quicken to be able to draw a graph of your plan.

3. To check your cash flow for a specific year, double-click that year in the Account Balances graph.

More information
How the Lifetime Planner calculates yearly cash flow
Adjust your cash flow

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.