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- Select an account in the the sidebar.
- Click the New icon in the register toolbar (or type ?N).
- Enter information in as many fields in the transaction as you want to track. Recommended fields include:
- Date - required. The date on which the transaction occurred.
- Payee or Merchant - For example, the person or entity you transacted with "ABC Food", "Mike the Gardener", or your employer (for paychecks)
- Category - highly recommended. Most Quicken features and reports use categories. (Note that downloaded transactions are auto-categorized, but you can change these auto-assigned categories to something different at any time. Quicken will remember this preference the next time you download.)
- Don't see the column you need? Click the Columns icon in the Register Toolbar to choose the columns to display (or hide) in your register. For example, users of older versions of Quicken may want to remove the "Amount" columns and instead use the "Payment" and "Deposit" columns.
You can also click the Edit Details button (in the middle of the register row) to expose more editing options such as the memo and tag fields (both of which can be added as columns) and the Splits and Attachments tab. Checking accounts will also have a Checks tab used for creating printed checks.
- You can add attachments such as receipts (photos, PDFs) to the transaction. If you use Quicken Mobile, you can also add receipts using your phone or tablet and the Quicken Mobile.
- Tag - can also be useful for reporting. (Users of older versions of Quicken may have used "Classes." Tags work in a very similar manner.)
- Splits are useful for applying multiple categories to a single transaction. Learn more about splits.
- (Optional) Click Save to save the transaction.
- You don't need to click Save to save the transaction—Quicken records the transaction automatically when you press Enter, move on to another task, or close the register.
- Made a mistake? Choose Edit > Undo from the Quicken menu, or type ?Z.
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- Select the existing transaction you want to schedule.
- Click Schedule in the toolbar.
- Quicken creates a new transaction and populates it with the same Payee, Payment amount, Category, and Tag(s) as the existing transaction.
- Change any values in the transaction as necessary
- The register displays the next instance of a scheduled transaction. You might set up your water bill to be paid every month for the indefinite future, but the register only displays the next instance of that bill. This prevents the register from getting cluttered.
- (Optional) Click Save to save the transaction.
- You don't need to click Save to save the transaction—Quicken records the transaction automatically when you press Enter, move on to another task, or close the register.
- Made a mistake? Choose Edit > Undo from the Quicken menu, or type ?Z.
Add Bill Pay transaction
If your bank supports Bill Pay, you can make all your payments or send money for individuals from your Quicken checking account. Refer to this topic to add Bill Pay transactions.
Bill and income reminders (Scheduled Transaction) and download matching
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