Go to Reports menu → Banking → Cash Flow to create your cash flow report.How much do I receive each month in income? How much am I spending a month on groceries? If you don't schedule your bills and income, you will not get a useful cash flow projection.Ĭategorize your transactions Categorizing your transactions allows you to easily create Quicken reports and graphs to answer questions like: Well, Quicken is one such tool that comes with wide-ranging capabilities to help you track your budget, transactions, account balance, investment and more. This step is the key to projecting cash flow. Quicken will then have the information it needs to accurately project your account balances. 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. 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.Ĭreate reminders for your recurring bills and income. How do I view the In/Out/What's Left card? (personal). ![]() How do I work with the Financial Calendar?. ![]()
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