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1. Open the account you want to use.
2. In the account register, find the new transaction line. You can go there directly by typing CTRL+N.

   If you sort the register by descending order of date, the latest transaction will appear on the top of the register. If you sort the register by ascending order of date, the latest transaction will appear at the bottom of the register.
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3. Change the Date if necessary.

   Info
   title About register columns
   The next few steps below discuss entering information in specific register columns. If a register column does not appear in your register, you can add the column using the Register Columns tool. Select the checkboxes for the columns you want to add, then click Done.

4. If this is a check, enter the check number in the Check # column.
5. In the Payee column, indicate who receives this payment or gives you this deposit.
6. In the Payment column or Deposit column, enter an amount.
7. In the Category column, assign a category to the transaction.
8. In the Tag column, tag the transaction. (Optional)
9. In the Memo column, enter a note. (Optional)
10. If this is a transaction that can be counted as a reimbursable expense, select the checkbox in the Exp (Expensed) column. (Optional)
11. Click the Save icon   to save the transaction. You can also use the Enter key to save the transaction.

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Can I transfer money between Quicken accounts?

Yes, you can. When you transfer money between accounts, one account balance increases and the other account balance decreases—but your net worth remains the same. Quicken records a transfer in your "transfer from" account register and creates a parallel transaction in the "transfer to" account. For more information, see Transfer money between accounts.

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Yes. You can copy transactions from your spending account registers by holding down the Shift key, selecting a range of transactions to copy, and then choosing Edit menu > Transaction > Copy Transaction(s). Then you can switch to the other application and choose Edit menu > Paste. Note: Quicken split transaction information is not copied.

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