Tell me about working with payments, deposits, and other transactions


Each Quicken non-investment account has a register associated with it, and each Quicken investment account has a transaction list. Use the register and the transaction list to enter transactions (In Quicken, a transaction is any item that increases or decreases the balance in an account register (such as a payment, deposit, or transfer)), except for checks that you plan to print or transactions that you download directly from your financial institution.

This section of Help covers the basics of entering transactions in Quicken.

What can I do?
Enter a transaction
Edit a transaction
Categorize a transaction
Record a split transaction
Find and replace transactions
Copy a transaction between accounts
Void or delete a transaction
Add a note or follow-up flag to a register transaction
Use the calculator
Copy or move text
Transfer money between accounts

 

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