Entering Transactions in Quicken for Mac

Product Version
Mac Subscription
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Overview

Even if you download transactions, you may still want to enter manual transactions as well. If you want Quicken to help you stay on top of upcoming bills, you will want to schedule transactions.

Instructions

Enter a new manual transaction

  1. Select an account from the Accounts section of the sidebar.
  2. Click the New icon in the register toolbar (Command + N).
  3. Enter information in as many fields in the transaction as you want to track.
    • Recommended fields
      • Date - Required. The date on which the transaction occurred.
      • Payee or Merchant - For example, the person or entity you transacted with, such as "ABC Food", "Mike the Gardener", or your employer (for paychecks).
      • Category - Highly recommended. Most Quicken features and reports use categories. (Note that downloaded transactions are auto-categorized, but you can change these auto-assigned categories to something different at any time. Quicken will remember this preference the next time you download.)

      Don't see the column you need? Click the Columns icon in the Register Toolbar to choose the columns to display (or hide) in your register. For example, users of older versions of Quicken may want to remove the "Amount" column and instead use the "Payment" and "Deposit" columns.

  4. You can also click the Edit Details button (in the middle of the register row) to expose more editing options such as the memo and tag fields (both of which can be added as columns) and the Splits and Attachments tab. Checking accounts will also have a Checks tab used for creating printed checks.
    • Tell me more
      You can add attachments such as receipts (photos, PDFs) to the transaction. If you use Quicken Mobile, you can also add receipts using your phone or tablet and the Quicken mobile app.

      Tag - can also be useful for reporting. (Users of older version of Quicken may have used "Classes." Tags work in a very similar manner.)

      Splits are useful for applying multiple categories to a single transaction. Learn more about splits.

  5. Click Save or just hit Enter to save the transaction.
    • 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.

Enter a new Scheduled Transaction (Bill or Income Reminder)

Scheduling your bill payments can save you time and help you remember to pay your bills when they're due. Many bills, such as rent and insurance payments, occur at regular intervals and are always the same amount. Other bills occur less regularly, or the amount varies from month to month. Even regular bills don't come all at once - they trickle in. You can schedule all your bills, even if the amount varies. You can also schedule income and transfer transactions, such as paycheck deposits or monthly transfers from checking to savings.

After you schedule a transaction, Quicken enters it automatically in the register. Then you can print a check with Quicken. write a check by hand, or make a payment using your financial institution's website.

  1. Select an account from the Accounts section of the sidebar.
  2. Choose Transactions > New Scheduled Transaction.
  3. Under Other Bill or Income, click Next
    Entering Transactions in Quicken for Mac
  4. Enter the rest of the information about the transaction, including the payee, any categories or tags, and the amount, then click Next.
  5. In the Schedule Bill Reminder window, select the frequency and start date. You can also click the arrow next to Starting for more options.
    Entering Transactions in Quicken for Mac
  6. Click Next. 
  7. Review the details for the new bill on the Success screen, then click Done

Create a new Scheduled Transaction (Bill or Income Reminder) that is based on an existing transaction.

If you already have an instance of a transaction that you want to schedule going forward - for example, a cable bill you paid in the past - you can streamline the process of creating a scheduled transaction.

  1. Right-click the existing transaction you want to schedule.
  2. Select Schedule Selected Transaction.
  3. Under Other Bill or Income, click Next
    Entering Transactions in Quicken for Mac
  4. Enter the rest of the information about the transaction, including the payee, any categories or tags, and the amount, then click Next.
  5. In the Schedule Bill Reminder window, select the frequency and start date. You can also click the arrow next to Starting for more options.
    Entering Transactions in Quicken for Mac
  6. Click Next. 
  7. Review the details for the new bill on the Success screen, then click Done.

Scheduled Transactions (Bill or Income Reminders) and download matching

Scheduled transactions are marked as paid automatically when you download a transaction from your bank that matches a scheduled transaction in our register.

For example, if you have a scheduled transaction for your electricity bill. You scheduled it to be paid on the first Friday of every month. And let's say this is a bill that you pay via your bank's website. When Quicken downloads a transaction from your bank account that consists of a payment to your electricity company that took place around the beginning of the month, it automatically marks the scheduled transaction for your electricity bill for that month as paid.

If Quicken fails to recognize that a downloaded transaction matches a scheduled transaction, you can match them manually by dragging and dropping one onto the other.

Mark a Scheduled Transaction (Bill or Income Reminder) as paid or deposited

  1. Select a scheduled transaction.
  2. Control-click the transaction and choose Mark as Paid or Mark as Deposited.

You can also click Paid or Deposited in the toolbar.

Quicken enters the transaction as paid or deposited. The Scheduled icon disappears and Quicken creates a new transaction for the next occurrence, if necessary.

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