Change the columns in a register

You can choose the columns to display in your non-investment account registers. Each of your registers can be customized independently.

...

Available Register Columns

Here is a list of the columns you can display in your registers. The columns available to choose from in a register change based on account type, and one- or two-line display status. To learn more about a column, click its name below.

• Image Removed  Amount
  Non-editable. Displays the amount to be added or subtracted from the account balance, as derived from the payment or deposit amount of the transaction.
• Image Removed  Attachments
  Non-editable. Displays a paper clip icon when an attachment has been added to a transaction. Choose Edit menu > Transaction > Attachments.
  Image Removed 
• Balance
  Non-editable. Displays the account balance.
• Image Removed  Category
  Editable. Displays the category assigned to a transaction.
• Image Removed  Check Number, Reference, or Invoice Number
  Editable. Displays the check or invoice number (requires Quicken Home & Business), or any of several predefined transaction types; you can add customized types as well.
  Image Removed 
• Cleared
  Editable. Displays the cleared status of a transaction: c (cleared), R (reconciled), or empty (not cleared).
• Image Removed  Date
  Editable. Displays the date of a transaction.
• Image Removed  Deposit, Payment, Received, Increase, or Paid
  Editable. Displays the amount to be added to the balance of the account.
  Image Removed 
• Expensed
  Editable. Displays a column that lets you identify transactions as reimbursable expenses. For more information, see How do I identify and charge reimbursable expenses?
• Image Removed  Flags
  Non-editable. Displays a flag icon when a flag has been added to a transaction. ChooseChoose Edit menu > Transaction > Notes and flags.
  Image Removed 
• Memo
  Editable. Displays the text of a memo that has been added to a transaction.
• Image Removed  Notes
  Editable. Displays the contents of a note that has been added to a transaction. Choose Edit menu > Transaction > Notes and flags.
• Image Removed  Payee, Description, Customer, or Vendor
  Editable. Displays the name of the person or company the transaction is being paid to or received from.
• Image Removed  Payment, Withdrawal, Charge, Spent, Decrease, Charged, or Billed
  Editable. Displays the amount to be subtracted to the balance of the account.
  Image Removed 
• Status
  Non-editable. Displays various icons that show the status of a transaction. To view the meaning of an icon, move your cursor over it.
• Image Removed  Tag
  Editable. Displays the tag assigned to a transaction.
• Image Removed  Tax Line-Item
  Non-editable. When a transaction is assigned to a category that is linked to a tax form line item, this column displays the name of the tax form and line item.
  Image Removed 
• Tax-related
  Non-editable. Displays a TurboTax icon when a transaction is assigned to a category that is linked to a tax form line item. To see exactly how it is linked, move your cursor over the icon.
• Image Removed  Downloaded Amount
  Non-editable. Displays the transaction amount that was downloaded from your financial institution. Used primarily for troubleshooting potential download issues with your financial institution.
  Image Removed 
• Downloaded ID
  Non-editable. Displays the transaction ID that was downloaded from your financial institution. Used primarily for troubleshooting potential download issues with your financial institution.
• Image Removed  Downloaded Memo
  Non-editable. Displays the transaction note that was downloaded from your financial institution. Used primarily for troubleshooting potential download issues with your financial institution.
  Image Removed 
• Downloaded Payee
  Non-editable. Displays the transaction payee that was downloaded from your financial institution. Used primarily for troubleshooting potential download issues with your financial institution. For new transactions, you can look-up the Downloaded Payee name online to easily identify fraudulent transactions. To do this, right-click the transaction and select Review Downloaded Payee and then the downloaded payee name. This enables you to search for the required payee online.
• Image Removed  Downloaded Posting Date
  Non-editable. Displays the transaction posting date that was downloaded from your financial institution. Used primarily for troubleshooting potential download issues with your financial institution.
  Image Removed 
• Downloaded Reference
  Non-editable. Displays the transaction reference that was downloaded from your financial institution. Used primarily for troubleshooting potential download issues with your financial institution.
• Image Removed  Action Buttons
  Select to display the Save, Edit, and Split buttons on the selected transaction in the register.