Overview
The Spending and Income tabs at the top of your account registers make it simple to understand your finances at a glance! Whether you’re viewing a single account or a group of accounts from your Accounts List, you’ll get a quick, focused look at your financial activity without ever leaving the register.
With this feature, you’ll now see three tabs at the top of your register:
Transactions: Your regular register view
Spending: A quick view of your spending insights
Income: A breakdown of your income transactions
Note: The Spending and Income tabs are currently only accessible from the Quicken Simplifi Web App.
Using the Spending Tab
With the Spending tab, you can see your spending for a single account or a group of accounts. It’s easy to explore details by Category or Payee, filter by date, and customize how the information is displayed. Plus, you can edit any of the transactions shown below the graph with just a few clicks!
Using the Income Tab
The Income tab lets you view income for a specific account or group of accounts. You can break down the data by Category, Payee, and more, apply date range filters, and adjust your view settings. You can also quickly edit any transactions listed beneath the graph.
If you need any assistance using the Spending or Income tabs in Quicken Simplifi, our Support Team is happy to help!