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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.
The Spending tab is a really powerful feature of Quicken that shows you a breakdown of where your money is going in an easy to understand pie chart format. It also alerts you to any uncategorized transactions and allows you to categorize them directly from the Spending tab. Let's take a quick peek at how the Spending tab works. To open the Spending tab, just click on the tab on the top of your screen labeled Spending. You'll see the amount you spent in the last thirty days. A nice pie chart showing you where your money went and a list of all your transactions along the bottom.
You can change the view of what you're seeing by using these three filter tabs along the top. You can change to show just one account or a few accounts. You can change the time frame, or you can change to show just income instead of spending. Click Reset to get back to the default view. In the box on the left, you'll see the total amount you spend in the last 30 days and the number of transactions that are uncategorized. If I click on the number of uncategorized transactions like this, the transactions at the bottom will show only those transactions that are uncategorized. And guess what? I can categorize them right here in the Spending tab.
Very handy. I'm going to click on this uncategorized transaction, add a category, and it disappears from the list. When I save it, because now it's categorized. This is a really quick way to categorize your transactions and all your accounts at once. Let's Reset back to the default view. Now let's take a closer look at this pie chart in the middle. It's associated with a key on the right. Where you can see the category associated with that color slice and the percent of your spending that's going to that category. As you can see, Jeannie's spending about 9% of her money on food and dining in the last 30 days.
If you hover your mouse over a slice, you'll see the pop-up of that category and amount. If you click on a slice, you'll see the pie and the chart drill down into the subcategories for that slice. So you can see how much you're spending in each sub category. Now, I'll click on Food and Dining, and we can see she's spending most of her money in this food and dining category on groceries. To go back to all categories, click the back arrow in the top left corner. The Spending tab can make it easier to categorize your transactions and see where your money is going, all in one place.
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