See Status column icons to learn what they mean. Quicken calculates them automatically.Īs you work in a Quicken register, a number of different icons can appear in the Status column. You can't edit the Amount or Balance columns.(This refers to whether the transaction has cleared during reconciliation.) You can also change the appearance and behavior of a spending account register by changing register options, register preferences, and QuickFill preferences. You can also sort a register by clicking on a column heading. 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. For more information, see Transfer money between accounts. Quicken records a transfer in your "transfer from" account register and creates a parallel transaction in the "transfer to" account. When you transfer money between accounts, one account balance increases and the other account balance decreases-but your net worth remains the same. Can I transfer money between Quicken accounts? To enter a transaction with multiple categories, click the Split button. Choose the group you want to work with, and then select the specific category.ĭepending on your payee information, Quicken may suggest a category. The category drop-down list is divided into several groups such as Personal income, Personal expenses, Transfers, All Categories, and so on. 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.
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Tell me how to use the pop-up calculator to enter an amountĬlick the calculator icon in any field in which you enter an amount Quicken displays a pop-up calculator. If your payee drop-down list contains payees that you no longer need, delete them from the Memorized Payee List. My payee list is long and cluttered.what can I do? To delete an item, select the item and click Delete.Click the drop-down arrow icon on the right side of the column cell.The Check #field has several predefined transaction types you can add customized types as well. To enter a date quickly, click the pop-up calendar icon at the right of the Date field, and then click a date.