Use the Spending tab Quicken 2014


show more Using the Spending tab provides you with in-depth training on Business. Taught by Sally Norred as part of the Quicken 2014 Essential Training show less
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Using the Spending tab

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 uncateg...

Using the Spending tab
Video duration: 2m 28s 2h 44m Appropriate for all

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Using the Spending tab provides you with in-depth training on Business. Taught by Sally Norred as part of the Quicken 2014 Essential Training

Subject:
Business
Software:
Quicken
Author:
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