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The Income view is designed to track incoming deposits from paychecks and other income. For income items to appear, you must create scheduled transactions a reminder for your income.

To access the Income view:

1. Select Bills & Income from the top tabs.
2. Select the Income tab under the Bills & Income heading.

Once you have accessed the page you will see the followingthe view, 

New Income

Use + New Income his to create a new reminder for your scheduled income transactions.

1. Select + New Income.
2. You will need to provide the following information:

   • Payee: This field is used to record the name of the person or organization who paid you the income. You can type the name of the payee manually or select it from a list of previously used payees.

   • Category: This field is used to categorize the income based on its source or purpose. You can select a category from the list of predefined categories or create a new category.

   • Account: This field is used to select the account where you want to record the income transaction. You can select an existing account or create a new account.

   • Amount: This field is used to enter the amount of the income you received. You can type the amount manually or use the calculator to calculate the amount.

   • Tags: This field is used to add tags to the income transaction for better organization and tracking. You can add one or multiple tags to the transaction.

   • Memo: This field is used to add a description or note about the income transaction. You can type any details related to the transaction in this field.

   • Action: This field is used to choose what action you want to take after adding the income transaction. You can choose to save the transaction, save and add another transaction, or cancel the transaction.

   • Mark as Deposited: Select from the following.

     • I'll do it myself: Select this option if you want to record the deposit manually at a later time.

     • Automatically: Select this option if you want Quicken to automatically record the deposit based on the transaction date.

     • Before Scheduled Date: Select this option if you want Quicken to automatically record the deposit before the scheduled deposit date.

3. Click Continue.
4. You will now choose the schedule, including frequency of transaction, starting date, and ending date.
5. Click Save to finish adding the income reminder.

Filter Bar

Filter your income reminders by date.

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