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- View your daily cash balances. Balances for current and past dates are actual, balances for future dates are projected based on your bill and income reminders.
- Enter and edit transactions and reminders.
- Create calendar notes.
Click the Bills > Bill Reminders& Income > Bills (or Bills, Income & Transfers) tab, then select Calendar in the View as list.
To enter a register transaction or bill reminder from the calendar
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To create a calendar note
- Right-click the date for which you'd like to attach a note to.
- Choose Note.
- Enter your text.
- Click OK.
Notes
- Quicken pastes a small colored box on the date you selected (above). A date box holds one note at a time.
- To delete a note, click the small colored box, and then click Delete Note.
- To read a note, click the small colored box.
- You can select different colors for different type types of notes.
What does the color-coding mean?
A color legend is located at the bottom of the calendar. Projections (such as expected or upcoming) are based on your bill and income reminders, including your paycheck.