Page tree
Skip to end of metadata
Go to start of metadata

In Quicken, the register is your list of transactions. When money is spent, deposited, transferred, or otherwise adjusted, it is reflected in your account register. 


You can navigate to your register using your account bar by clicking either All Transactions or a specific account.

What can I do?

 Enter a spending transaction

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.
  1. Open the account you want to use.
  2. 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.

  3. Change the date if necessary.
  4. If this is a check, enter the check number in the Check # field.
  5. In the Payee field, indicate who receives this payment or gives you this deposit.
  6. In the Payment field or Deposit field, enter an amount.
  7. Assign a category to the transaction.
  8. In the Tag field, tag the transaction. (Optional)
  9. In the Memo field, enter a note. (Optional)
  10. Click the Exp field to identify this transaction as a reimbursable expense. (Optional)
  11. Click Save.

Notes

Tell me more about downloading transactions

Tell me more about what I see in the register

Tell me more about entering dates

Can I customize the Check # field?

My payee list is long and cluttered...what can I do?

Tell me how to use the pop-up calculator to enter an amount

Tell me more about entering categories

Can I transfer money between Quicken accounts?

Can I customize my account register?

Are there any columns I can't edit?

What do the Status column icons mean?

Can I print my register?

What's the largest amount I can enter?

How are the inflow and outflow columns labeled in different types of registers?

Can I copy transactions into other applications, such as Microsoft Word or Excel?

 Change a spending transaction

If you make a mistake when entering a transaction, it's easy to enter edits and corrections.
  1. Open the account that contains the transaction you need to edit.
  2. In the account register, select the transaction you want to change.
  3. Click in the fields you want to change and type or select new information.
  4. Click Save to record the changes.
    If you leave a transaction, change column sizes, or do other file operations before clicking Save, Quicken asks you to confirm any changes you made and then saves them. You can turn this reminder off by clearing the Before changing existing transactions check box in the Notify Preferences dialog.

Notes

Is there any part of an account register that I can't edit?

What if I need to restore a register transaction back to the way it was before I made my edit?

What should I keep in mind when editing a transaction?

What if I want to edit a transfer that is part of a split transaction?

 Find out if a transaction has cleared

Each spending account register has a Clr column (between the Payment and Deposit amount columns). This column can be marked c, R, or it can be empty. It is possible to change these markings manually, but this is not recommended. In general:

A c in this column means:

  • You downloaded this transaction into Quicken from your financial institution and accepted it into your register (it was marked as cleared on your financial institution website).
  • You started to reconcile this account, and during the Reconcile process, you marked this transaction as cleared by matching it against your statement.

An R in this column means that Quicken has reconciled the transaction (after you reconcile your account, the transactions marked as cleared have an R in the Clr column). Reconcile means that you have verified that the transactions recorded in your Quicken register agree with the transactions recorded at your bank, or any other records you might have.

Notes

If you use online payment, you can check the status of a payment while it is being processed.

The Opening Balance transaction that Quicken creates when you set up an account is also marked with an R because it represents the last reconciled balance of the account on the day you started it in Quicken.

 Get insights about recent spending for a category or payee

About minireports

  1. Open the account register that contains transactions with the payee or category you want to report on.
  2. Depending on the type of minireport you want to run, select either the Payee or Category field in the transaction you want to work with.
  3. Click the minireport buttonto the right of the selected field.
    • To create a category minireport in a split transaction
  4. Click the down arrow to select a date range from the predefined list. (Optional)
  5. Where they are available, click the blue hyperlink(s) to examine specific transactions included in the report.
  6. Click the Show Report button to view additional detail or to customize the report display. (Optiona)
    The Show Report button is not available for minireports that are accessed from graphs.

Notes

More about payee minireports

More about category minireports

How can I use minireports?

What's the difference between the average and monthly average amounts?

How do I clean up my data so that my minireports are more useful?

 Create a register report

You can create a number of reports directly from the register of any spending account.

  1. Open the register that contains the transactions you want to report on.
  2. To create a report on:
    • Transactions involving a particular payee, select the payee field in a transaction.
    • Transactions that use a particular category, select the category field in a transaction.
    • All transactions in the register, select a blank transaction at the bottom of the register.
  3. Click and then choose More reports.

    If you do not see the reports below, be sure you've followed Step 2.

    • For expenses, choose one of the following:
      • Amount spent on [the category you selected]
      • Payments made to [the payee you selected]
    • For income, choose one of the following:
      • Amount received in [the category you selected]
      • Payments received from [the payee you selected]
  4. To print the report, click the Print icon or use Ctrl + P.
  5. To see a transaction as it appears in the register, double-click the transaction in the report. 

 Customize my register

You can change many aspects of the Quicken register to suit your own way of working. For example, you can change which columns are shown, the font that is used, and the way transactions are sorted.

Change the way my register works

Change the font and font size used in registers

Change the columns that display in the register

Change the sort order of transactions in the register

Show transactions on one or two lines

Change the colors used in registers

Expand or collapse the download transactions panel

Work with multiple registers at the same time (pop-up registers)

 Status column icons

As you work in a Quicken register, a number of different icons can appear in the Status column. Here is a list of the icons and what they mean:

Downloaded transaction icons

You may see these icons if you download your transactions.


Long IconIconMeaning

All transactions that were recently downloaded and are not reviewed or reconciled are marked as "New." This transaction has not been reconciled.

A transaction is a "New Match" after it has been compared to, and accepted as a match to a downloaded transaction or a manually entered transaction. This transaction has not been reconciled.

A transaction that has not been reviewed and cleared.


Bill Payment icons

You may see these icons if you pay your bills online.


Long IconIconMeaning

A bill is marked "To Send" when it is ready to be sent for payment in the next One Step Update. To send it, or postpone payment, click the icon for options.

A bill is marked "On Hold" when you have postponed payment. When you are ready to send payment, click the icon for options.

A bill is marked​ "Sent" once payment has been sent to the payee.

A bill is marked "Canceled" if you have canceled the payment.


Reminder icons

You may see these icons if you work with reminders in a register.


IconIconMeaning

A reminder is "upcoming" when the number of days until its due date exceeds the "Remind me [n] days in advance" setting. Click the icon for options.

A reminder is "due" when the number of days until its due date falls within the "Remind me [n] days in advance" setting. Click the icon for options.

/

A reminder is "overdue" when its due date has past. Click the icon for options.




More information



Are you having issues with your register or accounts? If so you may want to look at this support article. You can also contact support directly