Enter a spending transaction
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Most of the time you'll update your spending accounts by downloading transactions and balances directly from your bank. Sometimes you'll need to enter transactions manually into your account register.
- Open the account you want to use.
- In the account register, find the new transaction line. Or you can go there directly by typing CTRL+N.
If you sort the register by a descending order of date, the latest transaction will appear on the top of the register. If you sort the register by an ascending order of date, the latest transaction will appear at the bottom of the register.
- Change the date if necessary.
- If this is a check, enter the check number in the Check # field.
- In the Payee field, indicate who receives this payment or gives you this deposit.
- In the Payment field or Deposit field, enter an amount.
- Assign a category to the transaction.
- In the Tag field, tag the transaction. (Optional)
- In the Memo field, enter a note. (Optional)
- Click the Exp field to identify this transaction as a reimbursable expense. (Optional)
- Click Save.
Notes
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To learn more how you can automate much of your transaction entry, see Tell me about updating transactions and balances from my financial institutions.
Tell me more about what I see in the register
- Reconciled and cleared transactions are dimmed.
- Future transactions are displayed below a blue line (if the register is sorted by date).
- The transaction that you're currently working with has a pale blue background.
- As you work in a Quicken register, a number of different icons can appear in the Status column. See Status column icons to learn what they mean.
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The Check # field has several predefined transaction types; you can add customized types as well. To add a new type:
- Click the drop-down arrow icon on the right side of the column cell.
- Click Edit List.
- Click New. Enter a name, click OK and Done.
- To delete an item, select the item and click Delete.
My payee list is long and cluttered...what can I do?
If your payee drop-down list contains payees that you no longer need, delete them from the Memorized Payee List.
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How are the inflow and outflow columns labeled in different types of registers?
Type of account | Inflow column | Outflow column |
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Checking accounts | Deposit | Payment |
Credit card accounts | Payment (paying off your balance decreases the amount you owe) | Charge (charging items to your credit card increase the amount you owe) |
Loan and other liability accounts | Decrease (diminishes the liability) | Increase (increases the amount you owe) |
Asset accounts | Increase (add to the asset. value) | Decrease (diminishes the asset ) |
Can I copy transactions into other applications, such as Microsoft Word or Excel?
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