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their way to Super Bowl LVIII
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Stock Quotes and Investment Research - Quicken®
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SYMBOL COMPANY NAME EXCHANGE COUNTRY
AAPL Apple Inc NASDAQ United States
PVNC Apple iSports Group Inc OTC Pink - Current Information United States
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& Industry Position - AAPL
Hagstrom These seven metrics Performed well consistently? FAIL
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R TERaT to help you evaluate Total Debt/Equity 146
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AAPL:NASDAQ - Large Cap Stock (Consumer Electronics)
Apple Inc - AAPL Stock Overview i Ch a2l
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Marking an account as closed

screenKeywords:
Settings
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Q
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|Close account X
Closing Vroom Vroom will result in the following actions:
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¢ Note that you will still have access to view all of your past transactions.
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|Settings
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Editing report date range

screenKeywords:
Reports
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Creating an account

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Reporting a product

appName: Shop

appCategory: Shopping

appTagline: Your favorite shopping app

companyStage: Public & Mature

platform: android

hotspotType: Tap

screenKeywords:
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Alcohol or tobacco

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Logging in

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Sign in to your Quicken account to access all
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Quicken ID: jonsmith.mobbin@gmail.com
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|Spendin Plan Planned Spending
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s Net Worth $16,531.54 Phone = Rent =
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B Portfolio Balances Performance Transactions
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Net Worth -$1,342.83
Q ACCOuntS © Add H Balance with pending
<
B Net Worth -$1,342.83
N Bills & Payments ~

$2 < Banking -$1,342.83
~ Cash & Checking -$1,342.83 o today : o on Feb 12 : o on Feb 19 : o on Feb 26 : ‘

WISE -$1,342.83
. s Income Income Income Income 4 >

- Assets $0.00 +$1,000.00 +$1,000.00 +$1,000.00 +$1,000.00 S

F‘ B wise B wise B wise B wise E
-Q - Real Estate $0.00
® REITs $0.00

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|Net Worth -$1,342.83
Q ACCOuntS © Add H Balance with pending
<
= Net Worth -$1,342.83
N Bills & Payments ~

$2 < Banking -$1,342.83
* Cash & Checking -$1.342.83 () today 0 onrenr 0 onreno ) onreb 26 €

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. Income Income Income Income 4 >

- Assets $0.00 +$1,000.00 +$1,000.00 +$1,000.00 +$1,000.00 S

|5_?' B wise B wise B wise B wise E
-Q ~ Real Estate $0.00

REITs $0.00
®

Investments
a4 + Investment account Transaction Activity (-$2.20) 1 transaction found Q_ Ssearch transactions @ P+ Y 3 (+)
A Liabilities Account Date StatusV  Payee Category Tags Amount *

+ Liability account

» February 2024
WISE [ Febb5,2024 Potato Corner --- Split -.. Groceri... 0] 4.70

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B Net Worth -$1,342.83
N Bills & Payments ~
$2 < Banking -$1,342.83
* Cash & Checking -$1.342.83 () today 0 onrenr 0 onreno ) onreb 26 €
WISE -$1,342.83
. Income Income Income Income 4 >
- Assets $0.00 +$1,000.00 +$1,000.00 +$1,000.00 +$1,000.00 S
|5_?' B wise B wise B wise B wise E
Q ~ Real Estate $0.00
® REITs $0.00
Investments —_— —
a4 + Investment account Transaction Activity
Filters Q_ Sselect categories 2 filters selected
A Liabilities Account Date Catosorios
+ Liability account A Categories ’ Auto & Transport 9
B0 Dining & Drinks (<]
v February 2024 Cash &ATM (<]
=] Payee Balance Adjustment
WISE " Feb 5,202 Q Tag Cash & ATM
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REITs Feb 5, 202 i Account Charity & Donations
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WISE Feb 5, 202 R Flag Credit Card Payment
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08  Advanced , Dining & Drink
@ « January 2024 ining & Brinks
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Q WISE Jan 20, 2¢
8 WISE Jan 20, 2C RESETFILTER
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|Net Worth -$1,342.83
Q ACCOlJntS © Add H Balance with pending
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B Net Worth -$1,342.83
N Bills & Payments ~
$2 < Banking -$1,342.83
* Cash & Checking -$1.342.83 0 tocay 0 onrenr 0 onreno ) onreb 26 €
WISE -$1,342.83
. Income Income Income Income 4 >
+$1,000.00 +$1,000.00 +$1,000.00 +$1,000.00
- Assets $0.00 $ $ $ $ 3
|5_?' B wise B wise B wise B wise E
-Q ~ Real Estate $0.00
® REITs $0.00
Investments
a4 + Investment account Transaction Activity Q_ Ssearch transactions Y [+ 3 c
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A Liabilities ¢
+ Liability account
» February 2024
WISE [ Febb5,2024 Potato Corner --- Split -.. Groceri... 0] 4.70
REITs Feb 5, 2024 Opening Bala... Balance A... +1,000.00 % 9
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@ WISE Feb 5, 2024 Opening Bala... Balance A... +100.00 % 9
@ « January 2024
Q WISE Jan 20, 2024 Fancy Dinner... Uncatego.. Birthday 64.20
8 WISE Jan 20, 2024 Splenda Bud... Uncatego.. Birthday +500.00
|Net Worth -$1,342.83
Q ACCOUhtS © Add H Balance with pending
<
153] Net Worth -$1,342.83
N Bills & Payments ~
$2 < Banking -$1,342.83
* Cash & Checking -$1.342.83 () today 0 onrenr 0 onreno ) onreb 26 €
WISE -$1,342.83
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- Assets $0.00 +$1,000.00 +$1,000.00 +$1,000.00 +$1,000.00 S
|5_?' B wise B wise B wise B wise E
Q ~ Real Estate $0.00
® REITs $0.00
" Investments . o —_— —
+ Investment account Transaction Activity
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WISE " Feb 5,202 Q Tag Cash & ATM
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&3
I Advanced » Dining & Drinks
@ « January 2024 9
» Education
Q WISE Jan 20, 2C
WISE Jan 20, 2C
Version: 3.98.0 (23646/1202d6287 - 02/02/2024, 08:53) Iy
|Net Worth -$1,342.83
Q ACCOUhtS © Add : Balance with pending
<
B Net Worth -$1,342.83
N Bills & Payments ~
$2 . Bankin -$1,342.83
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* Cash & Checking -$1.342.83 0 tocay 0 onrenr 0 onreno ) onreb 26 €
WISE -$1,342.83
. Income Income Income Income 4 >
+$1, . +$1, . +$1, . +$1, .
- Assets $0.00 $1,000.00 $1,000.00 $1,000.00 $1,000.00 $
|5_?' B wise B wise B wise B wise E
-Q ~ Real Estate $0.00
® REITs $0.00
Investments —_— —
a4 + Investment account Transaction Activity
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A Liabilities : e
bilit Account Date Bills & Subscriptions Categories
+ Liability account A Categories
oo QO Bills & Subscriptions Dining & Drinks o
v February 2024 . - Cash & ATM o
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WISE " Feb5,202 Q Tag Transactions CLEAR | & Py
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REITs Feb 5,202 ni Account O Not excluded in reports
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WISE Feb 5, 202 F 9 O
@ O Not excluded in spending plan
08 Advanced
@ « January 2024 O Reviewed
@ Not reviewed
Q WISE Jan 20, 2¢
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|Net Worth -$1,342.83
Q ACCOUhtS © Add H Balance with pending
<
B Net Worth -$1,342.83
N Bills & Payments ~
$2 < Banking -$1,342.83
* Cash & Checking -$1.342.83 0 tocay 0 onrenr 0 onreno ) onreb 26 €
WISE -$1,342.83
. Income Income Income Income 4 >
+$1,000.00 +$1,000.00 +$1,000.00 +$1,000.00
> Assets $0.00 $ $ $ $ S
|5_?' B wise B wise B wise B wise E
= - Real Estate $0.00
® REITs $0.00
" Investments . o —_— —
+ Investment account Transaction Activity
Filters Show only 3 filters selected
A Liabilities Account Date Bills & Subscriptions Categories
+ Liability account A Cate : 9
do gories O Bi - . _
ills & Subscriptions Dining & Drinks ¥
« February 2024 5 Payee O Not bills & subscriptions Cash & ATM o
Accounts
WISE " Feb5,202 Q Tag Transactions WISE Py
O Excluded in reports
REITs Feb 5,202 ﬁ Account O Not excluded in reports
© O
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B Spending Income Net Income Savings Net Worth Monthly Summary Refund Tracker
$2 © Refund
Expected +$142.10
_ = Fancy Bar Out : Employment : = Fitness First :
Y +$15.00 : +$45.10 : +$71.00 :
Refund expected Account Refund expected Account Refund expected Account
w2 tomorrow WISE on Feb 15 WISE on Feb 15 WISE
A Category Notes Category Notes Category Notes
Entertainment - Reimbursement Decorations Balance -
Adjustment
Attachments Attachments
- - Attachments
C
G Groceries .
& +$711.00 :
@ Refund expected Account
Q on Feb 15 WISE
8 Category Notes
Uncategorized -
|Reports
B Spending Income Net Income Savings Net Worth Monthly Summary Refund Tracker
$2
Date Range
Last 6 months v = Filters
& Net worth
® $ 000 Over time
Sep 01, 2023 - Feb 05, 2024

a4

$1.2
A $1.0

$0.8

$0.6

$0.4

$0.2

$0 ®

$-0.2
C $-0.4
@ $-0.6

$-0.8
® $-1.0

Sep Oct Nov Dec Jan 2024 Feb
Q
Accounts Oct 2023 Nov 2023 Dec 2023 Jan 2024 Feb 2024
|Reports
B Spending Income Net Income Savings Net Worth Monthly Summary Refund Tracker
$2
Net Income
R $4.239.38
Dec Jan Dec Jan $15.30 on bills (84% higher than December)
B
Your Spending Excluding Bills and Subscriptions
®
4 Top Categories Top Payees
.vs December .vs December
A
Dining & Drinks $160.00  +150% Fancy Bar Out  ix $160.00 -
Uncategorized $85.32 - Fancy DinnerPl..  1x $64.20 -
Cash & ATM $500.00 - Uber 1x $2112 -
C
Splenda Buddy 1x $500.00 -
&
®
Q
Aa
|Reports
e Spending Income Net Income Savings Net Worth Monthly Summary Refund Tracker
$2
Date Range
& Net worth
5 $670120
Sep 01, 2023 - Feb 05, 2024

a4

$8,000
A $7,000

$6,000

$5,000

$4,000

$3,000
c $2,000
@ $1,000
® $0

Sep Oct Nov Dec Jan 2024 Feb
Q
a
Accounts Oct 2023 Nov 2023 Dec 2023 Jan 2024 Feb 2024
|Reports
B Spending Income Net Income Savings Net Worth Monthly Summary Refund Tracker
$2
Breakdown Date Range
By category v This month v = Filters
& Total expenses
® $709.89 ® = Total v
Feb 01, 2024 - Feb 05, 2024
a4
A All categories
@ Dining & Drinks { Uncategorized @ Charity & Donati..
$ 63519 $44.70 $30.00
C
Q Transaction Activity Q Search transactions F+Y ¥
8 Account Date StatusV  Payee Category Tags Amount
WISE Feb 5 2024 Fancy Bar OQut Bars Birthday 420.00
|Reports
B Spending Income Net Income Savings Net Worth Monthly Summary Refund Tracker
$2
Breakdown Date Range
By category v This month v = Filters
& Total expenses
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Feb 01, 2024 - Feb 05, 2024
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$2
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® $709.89 ® = Total v
Feb 01, 2024 - Feb 05, 2024
a4
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@ Dining & Drinks { Uncategorized @ Charity & Donati..
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WISE Feb 5 2024 Fancy Bar OQut Bars Birthday 420.00
|Reports
B Spending Income Net Income Savings Net Worth Monthly Summary Refund Tracker
$2
Hello, Jon!
Here's your January 2024 summary.
B
®
Total Income Total Expenses *
. $4,000.00 +$239.38 *
(11% lower than December) (111% lower than December)
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] Dining & Drinks $160.00  +150% Fancy Bar Out  ix $160.00 -
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® $ 2'48949 Over time
Sep 01, 2023 - Feb 05, 2024

W ® Income $6,000.00

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A $6,000 Net Income $5,290.11

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[ Income [ Expenses [ Net Income
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|Reports
B Spending Income Net Income Savings Net Worth Monthly Summary Refund Tracker
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® $ 2'48949 Over time
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[ Income [ Expenses [ Net Income
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|Quicken
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@ Dashboard lntS © Add : from Friday - Today
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Hello, Jon!
Here's your January 2024 summary.

B
®

Total Income Total Expenses NE .
2 $0.00 $0.00 A

(100% higher than December) (100% higher than December)
& *

. Net Income
0.00 on all other
$0.00 +$0.00 expenses $0.00
Dec Jan Dec Jan $0.00 on bills (100% lower than December)

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® Top Categories Top Payees
Q .vs December .vs December
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|Reports
e Spending Income Net Income Savings Net Worth Monthly Summary Refund Tracker
$2
Date Range
& Net worth
5 $670120
Sep 01, 2023 - Feb 05, 2024
a4
$8,000
A December 2023
$7,000 Total Balance $6,510.56
$6,000
$5,000
$4,000
$3,000
c $2,000
@ $1,000
® $0
Sep Oct Nov Dec Jan 2024 Feb
Accounts Oct 2023 Nov 2023 Dec 2023 Jan 2024 Feb 2024


Creating a transaction

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pageType: Application Application Application Application Application Application Application Application Application Application Application Application Application Application Application Application Application

screenKeywords:
Create transaction X
Status
(V] S—— - = MARK AS RECURRING
Payee Date
Potato Corner 02/05/2024 8
Create new payee
Potato Corner
Category T
. v ags v
Uncategorized 9
'Y' SPLIT Use to assign multiple tags or categories to a single transaction Track a refund
Additional Info Exclude from:
Note Spending Plan 9§
Add your note here Affects Spending Plan calculations.
Reports &
RS Affects Reports, Watchlists, and Upcoming Summary.
& UPLOAD
CREATE
|Create transaction X
Payee Date
Potato Corner 02/05/2024 B
Amount Account
$4.70 WISE v
Track a refund
Category Tags Amount -
Coffee Shops v Groceries v $2.20 o
Snack
Category T Amount -
Gifts - ags - $2.50 o
<+ ADD ROW
Additional Info Exclude from:
Note Spending Plan 9§
Small snack and friendly gift 5) Affects Spending Plan calculations.
Reports &
RS Affects Reports, Watchlists, and Upcoming Summary.
& UPLOAD
|Create transaction X
Status -
(V] S—— - = MARK AS RECURRING
Payee Date
Potato Corner 02/05/2024 B
Amount Account
$4.70 WISE v
Category T
. v ags v
Uncategorized 9
'Y' SPLIT Use to assign multiple tags or categories to a single transaction Track a refund
Additional Info Exclude from:
Note Spending Plan 9§
Add your note here Affects Spending Plan calculations.
Reports &
RS Affects Reports, Watchlists, and Upcoming Summary.
& UPLOAD
CREATE
|Create transaction X
Status -
Q Cleared v = MARKAS RECURRING
Payee Date
Potato Corner 02/05/2024 B
Amount Account
$4.70 WISE v
Track a refund
Category T Amount -
Coffee Shops M ags M $4.70 a
Category T Amount -
Uncategorized M ags M $0.00 g
<+ ADD ROW
Additional Info Exclude from:
Note Spending Plan 9§
Add your note here Affects Spending Plan calculations.
Reports &
|Net Worth $0.00
Q ACCOUhtS © Add : Balance with pending
<
=B Net Worth $0.00
N Bills & Payments ~

$2 < Banking $0.00
~ Cash & Checking $0.00 o today o on Feb 12 o on Feb 19 o on Feb 26 '

WISE $0.00
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+$1,000.00 +$1,000.00 +$1,000.00 +$1,000.00 +
- Assets $0.00 $ $ $ $

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Q ~ Real Estate $0.00
® REITs $0.00

Investments
a4 + Investment account Transaction Activity Q_ Ssearch transactions Y [+ 3 c
A Liabilities Account Date StatusV  Payee Category Tags Amount *

+ Liability account

» February 2024
WISE [ Febb5,2024 Potato Corner --- Split -... Groceri... 0] 4.70
REITs Feb 5, 2024 Opening Bala... Balance A... +1,000.00 % 9

C
@ WISE Feb 5, 2024 Opening Bala... Balance A... +100.00 % 9
Q
°
|Create transaction X
Status -
(V] Cleared - = MARK AS RECURRING
Payee Date
Potato Corner 02/05/2024 B
Amount Account
$4.70 WISE -
Category T
. PS ags v
Uncategorized 9
Create a rule to also use this category for future a single transaction Track a refund
transactions
Dining & Drinks > Exclude from:
Education N Spending Plan 9§
Affects Spending Plan calculations.
Entertainment Reports &
Affects Reports, Watchlists, and Upcoming Summary.
Fees & Charges >
Financial >
Fitness >
. CREATE
|Net Worth $0.00
Q ACCOUhtS © Add H Balance with pending
<
(15 Net Worth $0.00
N Bills & Payments ~
$2 < Banking $0.00
v Cash & Checking $0.00
WISE $0.00
You don't have any upcoming transactions
- Assets $0.00
|__'o|\ ~ Real Estate $0.00
® REITs $0.00
Investments . L.
a4 + Investment account Transaction Activity Q_ search transactions Y o ¥ O
A Liabilities Account Date StatusV  Payee Category Tags Amount *
+ Liability account
» February 2024
REITs Feb 5, 2024 Opening Bala... Balance A... +1,000.00 % 9
WISE Feb 5, 2024 Opening Bala... Balance A... +100.00 % 9
C
&
®
Q
a
|Create transaction X
Status .
(V] Cleared - = MARK AS RECURRING
M
P F Date
ayee
i 02/05/2024 8
Amount F Account
$0.00 WISE v
o]
Category T
v ags v
Uncatey ™ 9
None
'Y' SPI sign multiple tags or categories to a single transaction Track a refund
Additional Info Exclude from:
Note Spending Plan 9§
Affects Spending Plan calculations.
Reports &
RS Affects Reports, Watchlists, and Upcoming Summary.
& UPLOAD
CREATE
|Create transaction X
Payee Date
Potato Corner 02/05/2024 B
Amount Account
$4.70 WISE v
Track a refund
Category Tags Amount -
Coffee Shops v Groceries v $2.20 o
Snack
Category T Amount -
Gifts - ags - $2.50 o
<+ ADD ROW
Additional Info Exclude from:
Note Spending Plan 9§
Add your note here Affects Spending Plan calculations.
Reports &
RS Affects Reports, Watchlists, and Upcoming Summary.
& UPLOAD
CREATE
|Create transaction X
Status .
(V] Cleared - = MARK AS RECURRING
Date
Payee
i 02/05/2024 8
Amount Account
$0.00 WISE v
Category T
. - ags v
Uncategorized 9
'Y' SPLIT Use to assign multiple tags or categories to a single transaction Track a refund
Additional Info Exclude from:
Note Spending Plan 9§
Affects Spending Plan calculations.
Reports &
RS Affects Reports, Watchlists, and Upcoming Summary.
& UPLOAD
CREATE
|Create transaction X
Status .
© =] Cleared - = MARK AS RECURRING
Pending
Cleared Date
Payee
v 02/05/2024 8
Amount Account
$0.00 WISE v
Category T
. - ags v
Uncategorized 9
'Y' SPLIT Use to assign multiple tags or categories to a single transaction Track a refund
Additional Info Exclude from:
Note Spending Plan 9§
Affects Spending Plan calculations.
Reports &
RS Affects Reports, Watchlists, and Upcoming Summary.
& UPLOAD
CREATE
|Create transaction X
Status -
(V] S—— - = MARK AS RECURRING
Payee Date
Potato Corner 02/05/2024 B
Amount Account
$4.70 WISE v
Category T
v ags v
Coffee Shops 9
'Y' SPLIT Use to assign multiple tags or categories to a single transaction Track a refund
Additional Info Exclude from:
Note Spending Plan 9§
Add your note here Affects Spending Plan calculations.
Reports &
RS Affects Reports, Watchlists, and Upcoming Summary.
& UPLOAD
CREATE
|Create transaction X
Status -
(V] S—— - = MARK AS RECURRING
Payee Date
Potato Corner 02/05/2024 B
Amount Account
$0.00 WISE v
Category T
. v ags v
Uncategorized 9
'Y' SPLIT Use to assign multiple tags or categories to a single transaction Track a refund
Additional Info Exclude from:
Note Spending Plan 9§
Add your note here Affects Spending Plan calculations.
Reports &
RS Affects Reports, Watchlists, and Upcoming Summary.
& UPLOAD
CREATE
|Create transaction X
Status -
(V] Cleared -  MARK AS RECURRING
Payee Date
Potato Corner 02/05/2024 B
Amount Account
$4.70 WISE v
Category T
. PS ags -
Uncategorized 9
Create a rule to also use this category for future a single transaction Track a refund
transactions
Most Used Categories Exclude from:
Personal Income Spending Plan 9§
Affects Spending Plan calculations.
All Cat i
ategories Reports @
Auto & Transport N Affects Reports, Watchlists, and Upcoming Summary.
Balance Adjustment
Cash & ATM
Charity & Donations CREATE
|Create transaction X
Status -
Q Cleared - — MARK AS RECURRING
Payee Date
Potato Corner 02/05/2024 B
Amount Account
$4.70 WISE -
Category T
Uncategorized © ags M
Create a rule to also use this category for future Bars Track a refund
transactions
Coffee Shops
Dining & Drinks >
Fast Food
Education > ’lan %4
Restaurants ng Plan calculations.
Entertainment “ 7 T Reports @
Affects Reports, Watchlists, and Upcoming Summary.
Fees & Charges >
Financial >
Fitness >
CREATE
|Create transaction X
Status .
(V] =] Cleared - = MARK AS RECURRING
Date
Payee
i 02/05/2024 8
Amount Account
$0.00 WISE v
Category T
. - ags v
Uncategorized 9
'Y' SPLIT Use to assign multiple tags or categories to a single transaction Track a refund
Additional Info Exclude from:
Note Spending Plan 9§
Affects Spending Plan calculations.
Reports &
RS Affects Reports, Watchlists, and Upcoming Summary.
& UPLOAD
CREATE
|Create transaction X
Status .
© =] Cleared - = MARK AS RECURRING
Date
Payee
i 02/05/2024 8
Amount Account
$0.00 WISE v
Category T
. - ags v
Uncategorized 9
'Y' SPLIT Use to assign multiple tags or categories to a single transaction Track a refund
Additional Info Exclude from:
Note Spending Plan 9§
Affects Spending Plan calculations.
Reports &
RS Affects Reports, Watchlists, and Upcoming Summary.
& UPLOAD
CREATE


Searching bills & payments

screenKeywords:
Bills & Payments
Overview Cash Flow All Recurring
E D —————
=
All Active Bills Subscriptions Income Transfers Canceled
B Groceries WISE Uncategorized $55.00 $1430.00 .
Next: $55.00 on 17 Feb 2024 Checking Bill Every 2 weeks Yearly °
®
P Income WISE Personal Income +$1,000.00 +$52,000.00 ,
Next: $1,000.00 on 12 Feb 2024 Checking Income Every week Yearly °
A
Potato Corner WISE Coffee Shops $4.70 $56.40
Next: $4.70 on 5 Mar 2024 Checking Subscription Every month Yearly °
Splenda Buddy WISE Personal Income +$500.00 +$2,000.00 ,
Next: $500.00 on 20 Feb 2024 Checking Income Every quarter Yearly °
C
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®
Q
fa)
|Bills & Payments
Overview Cash Flow All Recurring
E —————————————————————
=
All Active Bills Subscriptions Income Transfers Canceled
B Income WISE Personal Income +$1,000.00 +$52,000.00 ,
Next: $1,000.00 on 12 Feb 2024 Checking Income Every week Yearly °
®
2 Splenda Buddy WISE Personal Income +$500.00 +$2,000.00 :
Next: $500.00 on 20 Feb 2024 Checking Income Every quarter Yearly °
A
C
3
®
Q
Ja
|Bills & Payments
Overview Cash Flow All Recurring
E —————————————————————
=
All Active Bills Subscriptions Income Transfers Canceled
B Groceries WISE Uncategorized $55.00 $1430.00 .
Next: $55.00 on 17 Feb 2024 Checking Bill Every 2 weeks Yearly °
®
) Income WISE Personal Income +$1,000.00 +$52,000.00 ,
Next: $1,000.00 on 12 Feb 2024 Checking Income Every week Yearly °
A
Potato Corner WISE Coffee Shops $4.70 $56.40 .
Next: $4.70 on 5 Mar 2024 Checking Subscription Every month Yearly °
Splenda Buddy WISE Personal Income +$500.00 +$2,000.00 ,
Next: $500.00 on 20 Feb 2024 Checking Income Every quarter Yearly °
C
3
®
Q
Ja