Overview
The Spending and Income tabs provide a detailed breakdown of your spending and income based on your transactions. If you're looking for a way to analyze your expenses, compare spending across categories, or review income sources, this article will show you how to navigate these tabs so you can quickly find the financial information you need.
Note: The Spending and Income tabs are currently only accessible from the Quicken Simplifi Web App.
Access the Spending and Income Tabs
To access a detailed breakdown of your spending and income based on your transactions, follow these steps:
Hover over the left panel and select Transactions.
At the top of the account, select Spending or Income as applicable.
Using the Spending Tab
Want to understand where your money is going? The Spending tab helps you:
View spending trends over time
Analyze expenses by Category or Payee
Filter results by a specific date range
Customize how data is displayed
Review and edit transactions directly from the transaction list below the graph
Use these tools to get a clearer picture of your spending habits and drill into the details behind your expenses.
Using the Income Tab
Want to see where your money is coming from? The Income tab helps you:
Track income trends over time
Explore income by Category or Payee
Filter results by a specific date range
Customize how data is displayed
Review and edit transactions directly from the transaction list below the graph
Use these tools to better understand your income sources and quickly access the transactions that make up your totals.
If you have any questions or need help using the Spending and Income tabs in Quicken Simplifi, reach out to our support team.