If any categories are over budget, a warning icon appears alongside the overspent amount. Your total budget is then shown is a single bar graph in the bottom third of the home tab indicating what you’re spend and how much you have left. Once it’s complete, you can add or delete budget categories to your liking and change the suggested budget amounts. Quicken scans all your transactions based on your regularly occurring spending categories and produces a budget displayed as a series of bar graphs, each colored green or red to indicate if you’re under or over budget. You can also set up bill and income reminders, which will be listed here by date and amount.įinally, you’re prompted to create a budget. All this information is added to the Stay On Top of Monthly Bills section in the middle third of the Home tab, which displays your projected checking account balance over the next two weeks based on that activity. Next, you add your bills, either manually or by linking to online accounts, and your scheduled income. Quicken’s dashboard tracks your spending, bills, and budget in real time.
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