Knowing the Projected Balance for your various accounts is an important part of managing your finances, and that's where the Projected Cash Flow feature comes in! A key component of Projected Balances is your Recurring Reminders, so it's important to make sure that your Recurring Series are complete to the best of your ability to ensure accurate projections. To learn more about Recurring Series in Quicken Simplifi, please see our support article here!

This feature is accessible from the All Transactions view, as well as from the Accounts view. Once you're viewing your transactions, you'll want to select See projected cash flow, located directly below the Reminders carousel. Projected Cash Flow will display your Recurring Reminders for your income, bills, subscriptions, expected refunds, and any future-dated transactions.

Once in the Projected Cash Flow section, you'll be able to select which of your Accounts you'd like to view, as well as a Date Range. Each of the Reminders displayed will have a Projected Balance at the end of it, and you'll also see a final Projected Balance for the end of the selected Time Range.

You can also easily manage the Reminders displayed in the Projected Cash Flow section! You can do so by clicking on the Reminder that you'd like to edit, making the necessary changes, and clicking Update; or, if you'd like to delete the Reminder, you can do so by selecting Delete Reminder. You can also easily link your Reminders to Transactions directly from this section!

Learn the answers to frequently asked questions for this topic!

At this time, the Projected Cash Flow only accounts for Recurring Bill, Subscription, and Income Reminders, as well as upcoming/future-dated transactions, and expected Refunds; it does not include Planned Spending Items from the Spending Plan.

At this time, the Projected Cash Flow only accounts for Recurring Bill, Subscription, and Income Reminders, as well as upcoming/future-dated transactions, and expected Refunds; it does not include Savings Goals.

Quicken Simplifi considers a Credit Card Payment to be neither an income nor an expense and instead treats these as 'Transfers' since you're just moving money from one account to another. When it comes to Recurring Credit Card Payments, if you use the Category of "Credit Card Payment" or the Category of just "Transfer" for the Recurring Series, you'll see the Reminders displayed in the Projected Cash Flow of the payment account only.

However, if you use a Linked Transfer for the Recurring Series by selecting the receiving account for the Category, you'll see the Reminders displayed in the Projected Cash Flow of both the payment account, as well as the receiving account. Learn more about using Transfers here!

The colored icons for Reminders are green for Income, purple for Bills, Subscriptions, and future-dated transactions, and teal for Refund Reminders. See more details here!

To learn about Projected Cash Flow on the Quicken Simplifi Web App, please click here!