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This chapter is from the book

This chapter is from the book

Getting the Big Picture

One nice feature of Quicken is the Financial Overview. It gives you a complete, big picture of your finances with the click of a button. It’s a bird’s-eye view of your overall net worth, based on your assets and liabilities for the month and for each month over the past year. Assets include savings or properties, and liabilities include your debt, such as credit card debt and loans. Your net worth is determined by subtracting your liabilities from your assets. You can see instantly where you stand and where you need to adjust your financial situation, if needed.

View Your Assets, Liabilities, and Net Worth

  • 03in01.gif On the activity bar, click Financial Overview.
  • 03in02.gif If you’re not already there, click the Net Worth tab to view a graph view of your assets, liabilities, and net worth over the past year.
  • 03in03.gif To view your assets, liabilities, or net worth for a specific month, hover your mouse pointer (point, but don’t click) over a bar on the graph. A tooltip box pops up, showing you what your net worth was for that time period.
  • 03in04.gif To see a full view of the graph, click Show Full Graph.

View Net Worth Graph Details

  • 03in01.gif From the Net Worth window, you can customize the graph by selecting a custom date from the Date Range drop-down or a different interval of time from the Interval drop-down.
  • 03in02.gif Click Show Report to see a detailed breakdown of your assets and liabilities, including their totals.
  • 03in03.gif Click Hide Graph to view only the report showing the breakdown of your assets and liabilities. When you are finished reviewing the information, close the window.

View Additional Net Worth Breakdowns

  • 03in01.gif To view additional net worth information, scroll down to the Net Worth section to reveal additional details.
  • 03in02.gif The Net Worth by Year section shows your cash flow, investment, or property and debt net worth for a specific year or year-to-date. Hover your mouse over the bars to see the net worth for each activity.
  • 03in03.gif The Net Worth Allocation section shows what percentage of your net worth comes from your cash flow, investment, or property. Hover your mouse over the pie chart to see how the net worth percentages break down.
  • 03in04.gif Scroll down farther to view the Net Worth by Year Summary section. It provides net worth by year and year-to-date for each of your cash flow, investment, and property accounts. Figures that appear in red are negative net worth.
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