The end of the year is a great time to review your budget and the categories in it. You may also be interested in Payee Comparison by Year. Spending Over Time: A month-by-month look at your spending.Ĭategory Comparison by Year: This report will help you compare your spending to previous years by comparing spending categories. You may also wish to run Transactions by Category and Transactions by Payee. Transaction by Account: A complete list of all your transactions. Tax Schedule: A report on your taxes focused on the individual tax forms each transaction may apply to.Ĭash Flow: An overall view of your income and expenses by category. Almost all reports are useful from a year-end perspective, but here are four great reports to run: It's a good idea to print these reports out on paper or as PDFs so you can access them quickly even after you have archived your data. You should run reports that let you see your past year's finances. It's a good idea to save your backup to Dropbox or your iCloud Drive. To begin the process go to File menu → Save a Backup.

This ensures that you will have a backup copy that includes that year's finances. It's a good idea to back up your transactions at the end of the year. Three things you should do in Quicken for Mac at the end of the year One: Back up your file You can use the checkbox next to an account to enable or disable that account for synchronization. Under Accounts, you will see a list of your financial accounts. You can easily designate which accounts to sync by going to Quicken menu → Preferences → Mobile, Web & Alerts. While you can track many financial accounts in Quicken, you may not want to see all of those accounts when you are using the companion software, Quicken Mobile and Quicken on the Web. Did you know you can specify which accounts to sync with mobile & web? Review all the information before making a final decision to close your account. Quicken will ask you to verify this step and let you know what adjustments will be made to your account. To close your account, right-click the account on the sidebar and select Mark as closed. The easiest way to do this is to close your account in Quicken. Sometimes you close out an account with your bank or credit card company, but still want to keep the transaction history for your records. The more you know, the better your Quicken experience will be. You’ll find tips here for both beginners and power users.

To help you find new ways to use and improve your Quicken experience, we’ve assembled a number of tips.

There are so many features that it is easy to miss many of the things you can do. Quicken is a powerful personal finance tool with a wealth of features.

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