Remind yourself when income is comingĭid you know you can schedule a reminder to let you know when your paycheck or other income is coming? This is a great way to help you get more information about your cash flow. The Tags screen also has a search feature, which is handy if you use a lot of tags. You can use the Tags screen to view your current tags. Access your Tagsĭid you know you can easily access all of your Tags? You can use Shift + Command + T or go to Window menu → Tags to see a list of all your Tags. Set your opening balance and select Finish. To create a cash account go to Accounts > New > Cash. Cash Accountsĭo you want to keep track of the cash you spend? You can start a cash account and track it manually. Your calendar will also show balance projections. You can also choose from different date ranges. You can look at the projected balance for all of your accounts or choose a single account. You may also see an alert at the top of the Quicken screen Get your projected balanceĭid you know Quicken can forecast what your bank balance will be? Go to Bills & Income, then select Projected Balances. You will then see the Account Status window. You can find out what the issue is by selecting the orange dot. An orange dot means there is an issue with that account. A blue dot means there were new transactions added at the last update. These dots let you know the status of that account. You may notice different colored dots next to your account names on the sidebar. What do the dots next to your account names mean?
#QUICKEN ESSENTIALS FOR MAC REVIEWS 2014 UPDATE#
You can also use the Account Status window to update individual accounts. You’ll see what accounts were updated, how many new transactions (if any) were downloaded, and the date and time of the last update. Get more information about your last account updateĭo you want to see what was updated the last time you updated your accounts? Go to Window menu → Account Status.
The more you know, the better your Quicken experience will be. You’ll find tips here for both beginners and power users. To help you find new ways to use and improve your Quicken experience, we’ve assembled a number of tips. There are so many features that it is easy to miss many of the things you can do. Quicken is a powerful personal finance tool with a wealth of features.
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