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To enter a spending transaction:
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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.
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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. |
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- Select Tools menu → Category List.
- At the bottom of the Category List screen, select Options → Manage Categories.
- Select from the sections of available categories. Note: The available categories may change based on your tier of Quicken.
- Standard
- Business
- Investment
- Rentals and Royalties
- Select one or more categories.
- Select Add to add these categories to your list.