In addition to the traditional reports, you can see quick overview reports of spending and transactions. Many of the reports simply display data and numbers, but there are some that provide visual representations of the data, in the form of a bar or pie chart, as well.

There is the option to choose from a predetermined date range, such as month or year-to-date, or to choose custom dates.

Report categories include banking, spending, comparison, investing and tax reports, which can usually then be split down into further sub-sections such as cash flow, spending by payee, budget and income versus expense. These can be saved for your own records or use in other programs. Quicken Premier offers several helpful reports that will provide an overview of your spending habits and plot them against your income. If you know your car insurance payment is due in January and June, setting future transactions and reminders using the calendar can help you remember when those payments are approaching. The Quicken Premier software also offers the option to set future charges without them affecting your current budget and balances. You choose the account from which you want funds to be allocated each month.Īs Quicken doesn't control your bank and order a transfer, it simply hides the funds from that account so you can transfer the money to the account manually later if you have an actual savings account set up in your bank. You create the account, set the goal amount and the due date. Quicken Premier has saving goals and planning tools that can help you earmark money for such special purposes. (Image credit: Quicken ) Quicken Premier review: Savings goalsĪnother option on Quicken Premier is to set saving goals, taking that amount you didn't spend and putting it toward a large purchase or vacation.

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