Stay On Top of Monthly Bills and Cash Flow Basics in Quicken


See the how-to video below on getting started in Quicken 2011, or go to the written steps.

Manage Your Cash Flow

Monitoring your cash flow is a critical step in improving or maintaining your financial situation. Quicken helps you stay on top of your monthly bills so that you can avoid late fees and overdraft charges and ensure you have enough money in your accounts to meet your obligations.

Click on Get Started under Stay On Top of Monthly Bills on the Home screen to get started. This is an easy, five minute process.

Stay On Top of Monthly Bills and Cash Flow Basics in Quicken

Quicken will attempt to find your recurring bills and list them. You also can add additional bills here by clicking on Add a bill. When you are satisfied with the list of bills, click Next.

Stay On Top of Monthly Bills and Cash Flow Basics in Quicken

Next, Quicken will attempt to find any income you have. If you need to, you may add other income or modify the existing items Quicken found.

Stay On Top of Monthly Bills and Cash Flow Basics in Quicken

After you have set up your bills and income, Quicken will show you reminders on the Home screen for when upcoming bills are due. Quicken uses this data to project how much money is left in your account(s) until your next paycheck or income.

You can view this information in a graphical format as a time line to see how much money is projected to be in your account(s) based on the bills and transactions you enter.

Stay On Top of Monthly Bills and Cash Flow Basics in Quicken

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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.