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Quicken 2014 Essential Training
Illustration by Neil Webb

Projecting future account balances


From:

Quicken 2014 Essential Training

with Sally Norred

Video: Projecting future account balances

Once you've added your accounts to Quicken. Click the Projected balances tab next to upcoming in the upper left.
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  1. 47s
    1. Welcome
      47s
  2. 10m 45s
    1. What is Quicken 2014 Premier?
      2m 45s
    2. Defining common Quicken terminology
      2m 58s
    3. Touring the Quicken interface
      5m 2s
  3. 36m 42s
    1. Setting up your Intuit ID
      2m 54s
    2. Using the Account Bar
      2m 46s
    3. Understanding account types
      3m 59s
    4. Adding your first account
      3m 11s
    5. Updating your accounts
      3m 44s
    6. Setting up your Password Vault
      2m 55s
    7. Adding other spending and savings accounts
      5m 15s
    8. Adding investing and retirement accounts
      4m 45s
    9. Adding property and asset accounts
      2m 44s
    10. Adding loan and debt accounts
      4m 29s
  4. 42m 13s
    1. Understanding spending account registers
      4m 59s
    2. Searching, sorting, and filtering transactions
      2m 31s
    3. Downloading transactions for a specific account
      1m 53s
    4. Entering spending transactions manually
      2m 15s
    5. Understanding transaction categories
      2m 42s
    6. Categorizing transactions
      4m 37s
    7. Customizing the Category List
      3m 54s
    8. Recording split transactions
      3m 31s
    9. Transferring funds between accounts
      1m 21s
    10. Saving time with memorized payees and QuickFill
      4m 30s
    11. Reconciling accounts
      4m 8s
    12. Using the Spending tab
      2m 28s
    13. Creating and understanding spending reports
      3m 24s
  5. 20m 8s
    1. Using the Bills tab
      4m 6s
    2. Setting upcoming bill reminders
      5m 11s
    3. Setting upcoming income reminders
      4m 6s
    4. Projecting future account balances
      2m 54s
    5. Using Quicken Bill Pay
      3m 51s
  6. 24m 39s
    1. Using the Planning tab
      2m 34s
    2. Creating a budget
      5m 48s
    3. Creating a debt-reduction plan
      3m 53s
    4. Using the Lifetime Planner
      3m 32s
    5. Using the Tax Center
      3m 29s
    6. Creating savings goals
      5m 23s
  7. 18m 11s
    1. Using the Investing tab
      4m 22s
    2. Viewing your portfolio
      4m 45s
    3. Tracking your portfolio performance
      3m 10s
    4. Monitoring asset allocation
      3m 46s
    5. Creating and understanding investment reports
      2m 8s
  8. 10m 58s
    1. What is the Quicken mobile app?
      2m 51s
    2. Installing the Quicken mobile app
      3m 59s
    3. Quicken mobile app overview
      4m 8s
  9. 33s
    1. Next steps
      33s

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Quicken 2014 Essential Training
2h 44m Appropriate for all Jun 19, 2014

Viewers: in countries Watching now:

Remove the mystery from your finances with Quicken 2014, the one-stop shop for managing your money and charting your financial future. In this course, Sally Norred takes you on a tour of this powerful personal finance tool, showing how to connect with your bank, and integrate your savings, retirement, loan, and credit card accounts to see the big picture of your financial health. Learn how Quicken automatically tracks and categorizes your spending, and then see how to customize this tracking to suit your needs. Walk through setting up bill and income reminders to stay on top of important payment dates and developing a budget that gives you the information you need to make sound financial decisions. Once you understand the basics, discover Quicken's tools for helping you get out of debt as soon as possible and create savings goals for your next big purchase. Last, see how to get the most out of your investments and check out the Quicken mobile app, which allows you to track purchases using photos of receipts taken with your mobile device.

Topics include:
  • Touring the interface and setting up an Intuit ID
  • Understanding account types
  • Adding and updating accounts
  • Tracking spending
  • Searching, sorting, and filtering transactions
  • Categorizing transactions and customizing categories
  • Reconciling accounts
  • Creating and understanding spending reports
  • Projecting future balances
  • Using Quicken Online Bill Pay
  • Creating a budget
  • Creating a debt reduction plan and savings goals
  • Using the Lifetime Planner and the Tax Center
  • Tracking investments
  • Viewing your investment portfolio
  • Creating and understanding investment reports
  • Using the Quicken mobile app
Subjects:
Business Productivity Home + Small Office Finance
Software:
Quicken
Author:
Sally Norred

Projecting future account balances

Once you've added your accounts to Quicken. Categorize your transactions, and setup your bill and income reminders. You can get a good idea of your future account balances by using the projected balances feature of Quicken. You can see where you stand financially and plan realistically for your upcoming expenses, by looking at the projected balances graph available under the Bills tab. You'll need to make sure, you have added your accounts. Categorize your transactions, and set up your main bill and income reminders in order to see an accurate projection of your account balances. Let's take a quick peak, at how the projected balances feature works in Quicken.

Start by clicking the Bills tab in the upper left. Click the Projected balances tab next to upcoming in the upper left. Once you've entered your bill and income reminders for your accounts, you'll see a graph along the top showing your projected balances for your accounts. Underneath, you'll see your upcoming bills and income in a list format. You can select different accounts to view here, as well as different time ranges by using these dropdown menus at the top. We'll start by looking at Jeanie's primary checking account since this type of account is commonly used to pay most bills and depositing pay cheques.

Note that we recently updated the balance online for this account, by connecting and updating this account with one step update on Quicken. So we know today's balance is accurate. So let's take a closer look at this projected balances graph along the top. This graph displays a forward looking estimate of the total amount of money Jeanie's account, plotted against time. The x axis along the bottom, shows upcoming dates, starting with today. The y axis shows dollar amounts. We can see that with Jeanie's projected bills and income, she'll have enough income in her account, to cover her bills through the month.

This graph is interactive as well. A green dot, marks a date on which you have transactions that maintain a positive balance. Click on a Green dot to see those transactions. Now let's take a look at the upcoming bills and income list below the graph. I can take the upcoming reminders in chronological order in this list. I can also take in action, on any of these upcoming reminders, by clicking the Action button in the left most column. I can enter the reminder as a transaction in the register. I can skip this reminder, to remove it from the graph. Or, I can edit this reminder to change the pay, amount, date or any other detail of the bill or payment.

And I can do that for this instance, or this and all future reminders. I could also delete, this in all future reminders for this reminder. If I want to add another reminder, or manage my reminder in more detail I'll use these two buttons in the top right corner. The projected balances feature under the bills tab works best when you've updated and categorized transactions in your account, and added all your main bills and income reminders. It's great to be able to have an eye on tomorrows cash flow when planning your finances.

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