Analyze: If you have several months worth of transactions in Quicken, you can click the Analyze button to see a graph of the category expenses or income, and Quicken tells you what the monthly average amount was over the past year.
Calculators: Click on the calculator icons to the right of any field (white box) you need to enter a budget amount in. A calculator pops up which can be used either by clicking on numbers on the calculator or with your numerical keypad. Click the Enter key on the calculator and the amount calculated is entered in the field.
Options: Click options on the upper right to change the following settings:
- Show Cents: If unselected, Quicken will show rounded amounts for cents in the budget creation screen.
- Separate View: Income, expenses and savings all fall under separate tabs.
- Income/Expense View: Income and expenses are separated under their own tabs.
- Combine View: Income, expenses and savings show up as one long list under one Budget tab.
- Set Up Alerts: Use this to have Quicken alert you when you are nearing account limits, need to order checks, to be reminded of scheduled transactions and more.
- Go to Category List: Opens category list so you can add, edit or delete income and expense categories in Quicken.
