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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 registerHowever, you may choose to have a manual (offline) account or have another reason to enter a transaction.

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 new transaction line will appear on the top of the register.
   

   If you sort the register by ascending order of date, the new transaction line will appear at the bottom of the register.
   

3. Change the Date if necessary.

   

4. If this is a check, enter the check number in the Check # column.

   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.

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)

    Info
    This is not a default column. If you track reimbursable expenses, you will need to add this column using the  button at the top right of your register.

11. Click the Save icon   to save the transaction. You can also use the Enter key to save the transaction.

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Tell me more about downloading transactions

To learn more about how you can automate much of your transaction entry, see Tell me about updating transactions and balances from my financial institutions.

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1. Click the drop-down arrow icon on the right side of the column cell.
2. Click Edit List.
3. Click New. Enter a name, click OKand ,then Done.
4. To delete an item, select the item and click Delete.

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The category drop-down list is divided into several groups such as Personal incomeIncome, Personal expensesExpenses, Transfers, All Categories, and so on. Choose the group you want to work with, and then select the specific category.

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What do the Status column icons mean?

As you work in a Quicken register, a number of different Different icons can appear in the Status column as you work in a Quicken register.  See Status column icons to learn what they mean.

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You can print transactions from any of Quicken's registers for a specified range of dates. You can also choose whether to print details for split transactions. Transactions will print in the order in which you see them in the register. You However, you can display them in a different sort order before printing.

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Amounts for single transactions are limited to $99,999,999.99. Amounts , while mounts for printed checks are limited to about $14,000,000.00.

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