How To Enter a Manual Spending Transaction (Quicken for Windows)

Product Version
Windows Older Versions
107 people found this helpful

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.

  1. Open the account  you want to use.
  2. In the account register, go to the new transaction line directly by typing CTRL+N. (The new transaction line is typically at the bottom of the register unless a different sort order has been selected).
  3. Change the date if necessary.
  4. If this is a check, enter the check number in the Num field.
  5. In the Payee field, indicate who receives this payment or gives you this deposit.
  6. In the Payment field or Deposit field, enter an amount.
  7. Assign a category to the transaction.
  8. In the Tag field, tag the transaction. (Optional)
  9. In the Memo field, enter a note. (Optional)
  10. Click the Exp field to identify this transaction as a reimbursable expense. (Optional)
  11. Click Save.
Help us improve our support center

Still can't find what you're looking for? Try these:

Contact Support

Free expert help from our Quicken
Customer Support team.

Talk to Support
Community

Get help from expert users — the best
place for your tough questions.

Ask Our Community
Premium Support

Get priority access to our expert Quicken agents.
Skip the line and enjoy shorter wait times.

Learn More
Contact Support
Find what you need right now. Or talk to our support team for expert help.
Chat with us Wait time: Estimating...
Call us (650) 250-1900 Wait time: Estimating...
Ask the community