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This chapter is from the book

This chapter is from the book

Using Projected Cash Flow

The first section on the Quicken Home page is Projected Cash Flow. It provides a forecast of your incoming and outgoing cash flow for the current month. Your projected cash flow is based on all the information you’ve entered into Quicken, including your scheduled transactions and historical trends, if applicable. You can view what your income and expenditures are and what’s left after your expenditures have been subtracted from your income. In addition, you can add new income or expenditure transactions, access a comprehensive list of your income and expenditures, and view your cash flow for each day of the month. The Projected Cash Flow section allows you to have your finger on the pulse of your incoming and outgoing cash flow.

View Your Cash Flow

  • 03in01.gif The IN section provides projections for all your income. Click Expected Income to view a list of your paid and scheduled income transactions by date.
  • 03in02.gif Click Close when you are finished to return to the Projected Cash Flow page.
  • 03in03.gif The OUT section provides projections for all your outgoing bills and expenses. Click Bills to view a list of your scheduled bills and transactions by date.
  • 03in04.gif The WHAT’S LEFT section provides projected balances after your expenses and bills have been deducted from your income. Click Cash Flow difference for [month] to view a list of all your scheduled income and expenses by date.
  • 03in05.gif From the Cash Flow Details window, you can access your account registers or print the list. Click Close when you are finished.
  • 03in06.gif To add a new income or expense transaction, click Add and complete the Add Transaction window.
  • 03in07.gif To change the accounts in your cash flow or to exclude an account from your account totals, click Customize and make the appropriate changes.
  • 03in08.gif To view projections for a previous month, click the back arrow; to view future months, click the forward arrow.
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