Quicken 2014 Essential Training
Illustration by Neil Webb

Quicken 2014 Essential Training

with Sally Norred

Video: Understanding spending account registers

In Quicken, an account register is simply a list Scroll down to the bottom to see the latest transactions.
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  1. 47s
    1. Welcome
  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

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Watch the Online Video Course Quicken 2014 Essential Training
2h 44m Appropriate for all Jun 19, 2014

Viewers: in countries Watching now:

Remove the mystery from your finances with Quicken 2014, the one-stop shop for managing your money and charting your financial future. In this course, Sally Norred takes you on a tour of this powerful personal finance tool, showing how to connect with your bank, and integrate your savings, retirement, loan, and credit card accounts to see the big picture of your financial health. Learn how Quicken automatically tracks and categorizes your spending, and then see how to customize this tracking to suit your needs. Walk through setting up bill and income reminders to stay on top of important payment dates and developing a budget that gives you the information you need to make sound financial decisions. Once you understand the basics, discover Quicken's tools for helping you get out of debt as soon as possible and create savings goals for your next big purchase. Last, see how to get the most out of your investments and check out the Quicken mobile app, which allows you to track purchases using photos of receipts taken with your mobile device.

Topics include:
  • Touring the interface and setting up an Intuit ID
  • Understanding account types
  • Adding and updating accounts
  • Tracking spending
  • Searching, sorting, and filtering transactions
  • Categorizing transactions and customizing categories
  • Reconciling accounts
  • Creating and understanding spending reports
  • Projecting future balances
  • Using Quicken Online Bill Pay
  • Creating a budget
  • Creating a debt reduction plan and savings goals
  • Using the Lifetime Planner and the Tax Center
  • Tracking investments
  • Viewing your investment portfolio
  • Creating and understanding investment reports
  • Using the Quicken mobile app
Sally Norred

Understanding spending account registers

In Quicken, an account register is simply a list of transactions within an account with an accompanying account balance. You can think of spending account registers as a more powerful electronic spreadsheet version of the paper and pencil transaction register you might keep with your checkbook. To open a register for one of your accounts, click on an account name in the Account Bar. I'll go ahead and open the register for Jeannie's primary checking account here. Scroll down to the bottom to see the latest transactions. As you can see, this is a list of all the transactions in Jeannie's primary checking account.

Each deposit and payment made into and out of this account is listed here, with accompanying detail. If I scroll up, the very first item in the account is the opening balance. For Jeannie, her opening balance, or the amount of money that was in her account when she started recording transactions, is $3,331.73. You'll notice that along the top are titles of register columns. These titles describe the detail for each of the transactions. Let's take a look at each of these register columns in the default view so we understand the detail that Quicken can record for each transaction.

If you update this account by downloading information online through your financial institution, the first column on the left will be the Download Status column. If there's a blue dot there, it means the transaction was downloaded online. And if you hover over the blue dot for a transaction, it will show a popup with the date downloaded. The next column is the Flag column. You can use this column to add a note, flag, or alert about a transaction. This column records the date of the transaction. This is simply the calendar date that the transaction occurred. The next column is the Check Number. There will be a number here if this was a check payment from your account.

This comment shows the payee, meaning the individual or company who received the payment. There's a Memo column in case you need to add notes about the transactions. Oftentimes your bank will download memo notes as well. The next column shows the category of the transactions, which helps you manage your spending and your budget. This is the Tag column. Tags provide an additional way of classifying transactions in Quicken. You can add an attachment in this column, such as a receipt, a check image, a statement, or really any document you need to hold on to that's related to the transaction.

The Payment column will include the amount of the payment from the account. For example, if you have a payment of $55 to the telephone company, that expense amount will be listed here. The Clr column stands for Cleared. You can note here whether the transaction has been cleared or reconciled with your bank. The Deposit column lists the amount of any deposits you've made into the account. For example, a paycheck would be listed as a deposit. The Amount column may seem redundant with the Payment and Deposit columns. It lists the amount of the payment or deposit once again.

If it's a deposit, it will list the amount in black. If it's a payment, it will list it in red with a negative or minus sign next to the amount. The final column is the balance in the account immediately following the transaction. You can change the width of any of these columns by hovering over the area between the columns and dragging. At the bottom of the register, Quicken shows you the number of total transactions in the register and the ending balance in the account from the last time it was updated. If you have connected to this account online, it will show both the online account balance, as well as the ending account balance.

Along the top of the register, you have controls on the left for filtering transactions in the register, and a search tool on the right for searching for transactions in the register. There's also a Reminders menu where you can set how far forward in the future you'd like to show bill and income reminders. There's also an Actions menu in the upper right. You can use this Actions menu for editing account details, changing account settings, or updating the account. You can add or hide columns in the account register using the Register Columns menu item. Or change the order or view of columns in Register preferences.

You can expand these tabs along the bottom of the register by clicking here. And you can download transactions, and set up bill and income reminders here. A savings account register is laid out just like a checking account register. Usually a savings account has fewer transactions, and most of these transactions will be transfers, deposits, and interest income. A credit card account register is very similar to a checking account register, except that the Payment and Deposit columns are replaced with Charge and Payment columns. The Charge column is for the amount of any purchase you have charged to your credit card account.

The Payment column is the amount you've paid towards the balance of your credit card account. The account registers for your spending accounts are likely where you'll spend most of your time when you are working with Quicken. Get to know the register columns so you can add detail for your transactions when you need it.

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