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.
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.
To learn more how you can automate much of your transaction entry, see Tell me about updating transactions and balances from my financial institutions.
The Check # field has several predefined transaction types; you can add customized types as well. To add a new type:
If your payee drop-down list contains payees that you no longer need, delete them from the Memorized Payee List.
Click the calculator icon in any field in which you enter an amount; Quicken displays a pop-up calculator. Use the calculator buttons (or use the number keys in the top row of your keyboard) to calculate amounts, and then click Enter to place the amount in the field.
The category drop-down list is divided into several groups such as Personal income, Personal expenses, Transfers, All Categories, and so on. Choose the group you want to work with, and then select the specific category.
Depending on your payee information, Quicken may suggest a category.
To enter a transaction with multiple categories, click the Split button.
Yes you can. When you transfer money between accounts, one account balance increases and the other account balance decreases—but your net worth remains the same. Quicken records a transfer in your "transfer from" account register and creates a parallel transaction in the "transfer to" account. For more information, see Transfer money between accounts.
Yes. Each time you record a transaction, Quicken sorts it in the register—the default is to first sort by date and then by check number. You can also sort a register by clicking on a column heading. You can also change the appearance and behavior of a spending account register by changing register options, register preferences, and QuickFill preferences.
As you work in a Quicken register, a number of different icons can appear in the Status column. See Status column icons to learn what they mean.
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 can display them in a different sort order before printing.
Amounts for single transactions are limited to $99,999,999.99. Amounts for printed checks are limited to about $14,000,000.00.
|Type of account||Inflow column||Outflow column|
|Credit card accounts||Payment (paying off your balance decreases the amount you owe)||Charge (charging items to your credit card increase the amount you owe)|
|Loan and other liability accounts||Decrease (diminishes the liability)||Increase (increases the amount you owe)|
|Asset accounts||Increase (add to the asset. value)||Decrease (diminishes the asset )|
Yes. You can copy transactions from your spending account registers by holding down the Shift key, selecting a range of transactions to copy, and then choosing Edit menu > Transaction > Copy Transaction(s). Then you can switch to the other application and choose Edit menu > Paste. Note: Quicken split transaction information is not copied.
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