Page Comparison

The sidebar is a single, always-accessible location that allows you to find all your accounts in Quicken. Using the sidebar, you can can add accounts,   update your transactions   and balances, view  view individual accounts (click the account name) or view multiple accounts at once (click the headers: Cash & , Savings, Credit Card, Investments, Assets Property & Loans Debt).

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Top of Sidebar

At the top of the sidebar you'll find three very useful buttons:

• Update Online Accounts: Click the update icon to update all your online accounts. You can see when the accounts were last updated in the tooltip.

• Add Account: Click Add Account to add a new account to Quicken

  .Sidebar Options: Click the three dots button to see a menu of sidebar view options. Hide and show balances or turn cents on or off

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All Transactions

All Transactions groups all of the transactions from all of your accounts into one spot. Click All Transactions to

• View a combined list of transactions from all accounts in one place.

• View a comprehensive look at Spending and Income.

• Use the search field to quickly find anything in Quicken, from any account.

Banking

All of your spending and savings accounts are in Banking.

• Click the section header (Banking) to see a combined view of all Checking, Savings, Credit Card, and Cash accounts. Click the Spending and Income tabs to see a chart of spending or income for all of your Cash and Credit Accounts

• Click a sub-header (Cash, Savings, Credit Card) to see a combined view of just that account type.

• Click an account name to drill down into a single account.

Investing

All of your investment accounts are in Investing.

• Click the section header (Investing) to see a combined view of all your investment accounts. If you have multiple financial institutions or accounts, the Investing view gives you a combined overview of your entire portfolio.

• The Portfolio view shows the value of your investments over time, your holdings across all your accounts, lot-level holding details, cost basis, position gain and loss, unrealized and realized gain.

• The Transactions view shows all transactions from all your investment accounts. Download transactions from your financial institutions or enter 23 different investment transaction types manually. You can also do both.

• Click a sub-header (Brokerage, Retirement, Education) to see a combined portfolio and transaction list for just that account type.

• Click an account name to drill down into a single account.

Property & Debt

Complete your financial picture by tracking your assets and liabilities.

• Property & Debt displays the net value of your assets & liabilities. Click the section header to see a combined view of asset & liability accounts.

• Click a sub-header (Property, Debt) to see a combined transaction list for just that account type.

• Click an account name to drill down into a single account.

Note: You can resize the sidebar according to your working and viewing preference. For more information, see resizing the sidebar.

Net Worth

Your net worth is displayed at the bottom of the sidebar so you can actively track this amount each time you perform an update of your accounts and transactions.

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Currency is displayed in your home currency. Typically this is the US or Canadian dollar but can be changed in PreferencesSettings. Accounts that are in a different currency will display their foreign currency symbol in the sidebar unless Sidebar Balance Options are set to Show Foreign Balances in Home Currency in the Sidebar Options menu (3 dots). Totals for account groups in the sidebar such as Cash, Savings, etc., including Net Worth, are always calculated in your home currency using the current exchange rate, which Quicken downloads and updates.

The Quicken Feature (Blue) Bar

Home

Home is a dashboard you can use to track your finances and stay on top of your bills. It has three sections:

• The Charts - After adding your spending accounts, the top section of the overview has three charts that help you get a quick overview of your finances.
  1. Spending by Category: The first chart you'll see is a spending pie that allows you to see Where Your Money Goes. It provides a breakdown of how much you're spending in all of your categories. Click on the pie to drill down for more details, re-categorize transactions, select a different time range, and more.
  2. Spending Over Time: When you move your mouse over the chart area, you'll see a right arrow. Click this to see your spending over time graph.
  3. Net Income: Click again to see a snapshot of your Net Income over time.
• Upcoming Bills & Income - Stay on Top of Monthly Bills, Income, and other upcoming expenses. Set up Bill & Income scheduled transactions to keep track of how much money you have coming in and going out in the future. Reminders can help you pay your bills on time and avoid late payments and overdraft fees. Combined with the Bill Reminder view (see below) you get a powerful Cash Flow Forecasting tool.
• Budget - Set Goals and Save Money. Create a monthly budget based on your past spending and easily track your progress.

Reports

The Reports section includes a number of reports to help you understand your spending and savings. You can customize reports by account category, tag, time range, and more. You can also save custom reports for later viewing. Standard reports including account summary, spending in last month, current month, category summary, spending over time, spending by tag, and a powerful Tax Schedule report. Learn more about reports. Click the arrow to see the list of reports or to create a new report.

Budget

Quicken creates a default budget based on your previous 12 months of spending. You can change the suggested goal amounts, add, or remove categories to watch. Learn more about budgets. Click the arrow to see a list of all the budgets or to duplicate or delete a budget.

Bills & Income

Bills & Income is more than just bills. Here you'll find a checklist of upcoming bills, a list of scheduled income, and a cash flow chart that displays the projected (or forecast) balance for your accounts. Choose multiple accounts for a cumulative total, or select an individual account from the account filter to see the impact of upcoming expenses and income on a single account balance. See exactly when you need to transfer funds or adjust your spending to meet your obligations. Just like any other register view, you can filter the scheduled and upcoming transactions in this view by using the filter bar or by typing in a search term to instantly see a graph of just those filtered transactions.

Calendars

The Quicken calendar feature provides a daily view of your transactions and cash balances at a glance. Click on the arrow to switch to different calendars.

Alerts

If you turned on mobile and web sync, you'll see a tab in the Feature Bar labeled Alerts. Click on it to see your over-budget, unusual spending or other types of alerts.

Pop Up Windows

Double-click anything listed in the sidebar to open that item in a separate window. This allows you to have multiple accounts/registers open at the same time for side-by-side comparisons.

Registers

• At the top of every register you'll find the Filter Bar with tools for managing and filtering the register content. Filter by date, transaction type, and more. Experiment with these settings to find the view that is right for you. Click the Reset Filters button to restore the default setting.
• To search or filter the register, just type into the search field in the filter bar. All visible columns are searched by default. Turn on additional columns to broaden your search or select the dropdown menu in the search field to narrow your search. You can search on the payee, tag, category, amount, account, or any other column displayed in the register. To show all transactions again, click the Clear button (Image Removed) in the Search field.
• At the bottom of every register is the Register Toolbar. This contains commonly used register actions:
  • New: Add a new manual transaction (or type ⌘N).
  • Edit: Edit the selected transaction (or double-click or type ⌘E ).
  • Split: Split the selected transaction (or click the split icon in the row or type option + ⌘ + S ). Learn more about splits.
  • Delete: Delete the selected transaction (or type the delete key).
  • Schedule: Create a new scheduled transaction (bill or income reminder) OR create a scheduled transaction based on the selected transaction.
  • Paid: Mark the selected scheduled transaction as paid (i.e. enter the transaction).
  • Print: Print all transactions from the selected register (or type ⌘P).
  • Reconcile: Reconcile the selected account.
  • Columns: Select the columns to hide or show in the register (or hold down the Control key and click in any column header to select from a list).
  • Settings: View the settings for the selected account, including the download/connectivity settings.
• You can sort a register by clicking a column header. To reverse the sort order, click the column header again. Note that the balance column only displays values when the register is sorted by date.
• You can rearrange the displayed columns by dragging the column headers to the left or right.
• To adjust the width of a column, drag the separator line between column headers.

Related topics

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Sidebar account options

When you right-click or control+click on an account name in the sidebar, you have several options for working with your account.

Sidebar Settings

You can change settings for your sidebar by going to Quicken menu → Settings and selecting Sidebar. 

From there, you can change the settings for:

• Account Activity Indicators.

  Account activity indicators are the blue dots that appear next to your accounts when new transactions are in the register.

  • Highlight accounts with new transactions will indicate when new transactions are downloaded. The blue dot will disappear after you've viewed the register.

  • Highlight accounts with unreviewed transactions will keep the blue dot until all the transactions in your register are marked as reviewed.

• Displayed Balances.

  • Today's Balance - Today's Balance tells you how much you have in your account today, according to the transactions in your register. (This is the balance that appears on the Overview and the Accounts Summary.)

  • Projected Balance - The Projected Balance tells you how much money you have left for the near term (as defined by your settings), given all the money you've stated you have coming in and going out. The Projected Balance includes today's balance minus future bills and plus future income.

  • Online Balance - The Online Balance is the amount of money left in your account at the time of your last download. In other words, it's the amount of money your financial institution thinks you have left.

• View Options.

  • Account Balances. See the balance for each account listed in the sidebar. 

  • Group Balances. See the balance for groups such as Banking, Investing, and Property & Debt.

  • Sub-group Balances. See the balance for sub-groups such as Cash, Savings, Brokerage, and Retirement.

  • Foreign Balances in Home Currency. See your account balance in the home currency rather than US Dollars.

  • Total. Formerly called Net Worth, this is the total of all your positive and negative balances.

  • Show Cents. Display account balances down to the penny instead of rounded to the dollar.

• Accounts to Display.

  • Closed. Display closed accounts.

  • Hidden. Display hidden accounts.

  • Separate. Display separate accounts.