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So you can see what categories you spend on from your checking account versus your credit card, for instance.Keep in mind that this data could be totally inaccurate as it comes in.
Quicken will automatically break down imported transactions into categories. You can also change the categories here, depending on how your budget breaks down.
The web version of Quicken doesn’t have all of the features, but it does give you the ability to view balances and transactions, look at budgets and accounts, and check out your current investments and spending trends online.
You can also navigate through the streamlined web dashboard, which includes much of the same information as the desktop version but is easier to navigate.
Other fixes and additions include: These are Quicken’s newer features, but here’s a rundown of the basics you can expect from this well-known platform: The first tab on your Quicken interface is the Home tab.
This gives you a quick summary of your current financial situation.