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To enter an
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spending transaction:
Under Payee Information, enter basic information about the expense such as the payee, category, and memo. If this is payment for a loan reminder that you've set up in Quicken, much of the dialog will already be completed for you.
Info title Tell me more In the Payee field, enter or verify who receives this payment.
In the Category field, enter or verify the category or split assignments for the transaction.
In the Memo field, enter a note. (Optional) You can display memo information in reports.
- Under Payment Information, fill in the details about the expense such as the account the funds will be drawn from, the amount, and date.
- Click Enter Transaction.