The Lowest Balance Forecast projects the lowest balance for an account based on your current account balance, future transactions that you've already entered into your register, and future bill and income reminders during the time period you specify.
The Projected Balances graph displays a forward-looking estimate of the total amount of money in your spending accounts, plotted against time. Using it you can see when you’ll have money, when you won’t, and when you might need to think of creative ways to “smooth the graph out” so you don’t end up underwater before your next paycheck.
To see the lowest balance forecast
- Open the register or transaction list you want to check the balance for.
- If necessary, select the Bill & Income Reminders tab below the register or transaction list.
- You'll see the lowest balance date and amount in the Lowest Balance Forecast link at the bottom of the snapshot.
- Click the Lowest Balance Forecast link to set the date range you want the lowest balance link to consider. (Optional)
To see the account balance graph
- Click the Rental Property tab.
- Click the Cash Flow button.
- If necessary, click to view the Account Balance Graph tab below the In/Out/What's Left snapshot.
- In the Show list, select the accounts that you want to include in your graph.
Notes
- If you are working with a single account, the green bar on the graph represents today's date.
- If you are graphing account balances for multiple accounts, each account is color coded, and a legend near the graph explains the color-coding scheme. When you work with multiple accounts, there is no additional color coding to designate present, past, and future dates.
This feature requires Quicken Business & Personal. This feature is not available in Canada, Learn how you can upgrade Quicken in minutes.
Overview
Content Tools