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Even though Quicken provides automatic transaction downloads from your bank, sometimes you'll need to add transactions manually to your spending account registers. You may need to add a transaction manually if there's a transaction that downloaded incorrectly. You may also need to add a transaction manually, if your bank didn't provide transaction downloads prior to a date that you need to add to your register. You may also want to add a transaction that you know is coming up in the future. So you can see your future financial picture. Let's walk through the process for entering a manual transaction to a checking account.
First, open the Register for the account you'd like to add the transaction to. In the Account register, first find the new transaction line. If you're in the default view, the new transaction line, will be the line at the very bottom of the register. I'm going to add a transaction for a one-time payment to a fitness club. If necessary, change the date to the date of the transaction. If this is a Cheque, enter the Cheque number, in the Num field. Since I wrote a cheque, I will enter the cheque number here. In the payee field indicate who receives this payment or gives you this deposit.
In the payment field or deposit field, enter the amount. Assign a category to the transaction, I'll assign this one the category of recreation. Optionally, in the tag field, tag the transaction. I'm going to tag this one fitness, so I can search on it later with all my other fitness related expenses. Also optionally in the Memo field, enter a note. I'm going to add the phone number of the fitness club so I can call if there's any issues with the transaction. Click Save, or just press the Enter key on your keyboard to save.
The transaction will be added to the list, and your ending balance will be updated. The process is similar for adding a transaction manually to a savings, credit card or cash account. Note that if you add a transaction manually, Quicken will attempt to match your transaction to any downloaded transactions if there's a duplicate. Even if you download your transactions regularly, sometimes you'll need to enter a transaction manually. You can add as much or as little detail as you need to the transaction to help track your spending.
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