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Entering spending transactions manually

From: Quicken 2014 Essential Training

Video: Entering spending transactions manually

Even though Quicken provides automatic In the Account register, first find the new transaction line.

Entering spending transactions manually

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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This video is part of

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Quicken 2014 Essential Training

47 video lessons · 1415 viewers

Sally Norred
Author

 
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  1. 47s
    1. Welcome
      47s
  2. 10m 45s
    1. What is Quicken 2014 Premier?
      2m 45s
    2. Defining common Quicken terminology
      2m 58s
    3. Touring the Quicken interface
      5m 2s
  3. 36m 42s
    1. Setting up your Intuit ID
      2m 54s
    2. Using the Account Bar
      2m 46s
    3. Understanding account types
      3m 59s
    4. Adding your first account
      3m 11s
    5. Updating your accounts
      3m 44s
    6. Setting up your Password Vault
      2m 55s
    7. Adding other spending and savings accounts
      5m 15s
    8. Adding investing and retirement accounts
      4m 45s
    9. Adding property and asset accounts
      2m 44s
    10. Adding loan and debt accounts
      4m 29s
  4. 42m 13s
    1. Understanding spending account registers
      4m 59s
    2. Searching, sorting, and filtering transactions
      2m 31s
    3. Downloading transactions for a specific account
      1m 53s
    4. Entering spending transactions manually
      2m 15s
    5. Understanding transaction categories
      2m 42s
    6. Categorizing transactions
      4m 37s
    7. Customizing the Category List
      3m 54s
    8. Recording split transactions
      3m 31s
    9. Transferring funds between accounts
      1m 21s
    10. Saving time with memorized payees and QuickFill
      4m 30s
    11. Reconciling accounts
      4m 8s
    12. Using the Spending tab
      2m 28s
    13. Creating and understanding spending reports
      3m 24s
  5. 20m 8s
    1. Using the Bills tab
      4m 6s
    2. Setting upcoming bill reminders
      5m 11s
    3. Setting upcoming income reminders
      4m 6s
    4. Projecting future account balances
      2m 54s
    5. Using Quicken Bill Pay
      3m 51s
  6. 24m 39s
    1. Using the Planning tab
      2m 34s
    2. Creating a budget
      5m 48s
    3. Creating a debt-reduction plan
      3m 53s
    4. Using the Lifetime Planner
      3m 32s
    5. Using the Tax Center
      3m 29s
    6. Creating savings goals
      5m 23s
  7. 18m 11s
    1. Using the Investing tab
      4m 22s
    2. Viewing your portfolio
      4m 45s
    3. Tracking your portfolio performance
      3m 10s
    4. Monitoring asset allocation
      3m 46s
    5. Creating and understanding investment reports
      2m 8s
  8. 10m 58s
    1. What is the Quicken mobile app?
      2m 51s
    2. Installing the Quicken mobile app
      3m 59s
    3. Quicken mobile app overview
      4m 8s
  9. 33s
    1. Next steps
      33s

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