Entering cash transactions in Quicken for Mac

If you've used a Quicken bank account, you already know how to use a cash account.

Save your receipts and other records of your cash transactions and enter each one as a separate transaction. If one cash receipt covers several items that you want to categorize individually, split the transaction when you enter it in the cash account register.

Enter a cash transaction

  1. Select a cash account from the Accounts section of the sidebar.
  2. Choose Transactions > New Transaction.
    • Tell me more
      You can also click New in the toolbar, or use the keyboard shortcut Command + N.
  3. Enter information in as many fields in the transaction as you want to track.

    • Tell me more
      In the Payee field, enter where you made the cash purchase.

      The more transactions you enter and categorize, the more accurate your income and expense reports will be. If there are cash transactions you don't want to track, you don't need to enter them. Just enter an adjustment transaction to cover the total amount of your miscellaneous cash expenses when you update your cash balance.
  4. (Optional)
    • Tell me more
      While you can, you don't need to click Save to save the transaction - Quicken records the transaction automatically when you press Enter, move on to another task, or close the register.

Search Support:

Search form

Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.