Upcoming Expenses Report?

Smohrman

Hi- New to Quicken. Can I run a report from the current date to a future date of my upcoming expenses or upcoming expenses vs. income? It's my personal account, and I don't need to see where the money went as much as where it needs to go!
Thanks in advance!

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Coach Kristina

Hello @Smohrman,

Thank you for reaching out! There currently aren't any reports that show anticipated expenses/scheduled transactions. As long as you have your anticipated expenses set up as recurring or one-time transactions, you should be able to view them in the Spending Plan and Cash Flow. For more information, please see these articles:

https://support.simplifi.quicken.com/en/articles/4212702-understanding-your-spending-plan#h_99b355e2a6

https://support.simplifi.quicken.com/en/articles/4109588-using-the-bills-income-section#h_6f39421503

There is an Idea post requesting the ability to view future months/future transactions in reports:

https://community.simplifimoney.com/discussion/4514/allow-future-months-to-be-selected-in-reports-show-future-transactions-edited

Please review it, and add a vote + comment if it's something you'd like to see added. Ideas that get enough votes may be implemented in the future!

I hope this helps!