Categorizing transactions


show more Categorizing transactions provides you with in-depth training on Business. Taught by Sally Norred as part of the Quicken 2014 Essential Training show less
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Categorizing transactions

When you take the time to categorize your transactions, you're able to easily create Quicken reports that show how much you're spending in particular areas, such as on entertainment, on groceries, or how much you're earning from different sources or across different periods of time. Remember, in Quicken, categories track the source of a deposit such as your paycheck, the reason for an expenditure such as dining out, or the name of an account to which you're transferring funds, such as a savings or a retirement account. It's a good idea to categorize your transactions in your register whether you're adding them by hand or downloading them from your bank.

Let's take a look, at how we categorize transactions from within an account register in Quicken. I'll show you, using Jeannie's Primary Checking account. Start by opening the Account, from the Account bar. If we're entering a transaction for a Fitness Club payment, once we've added the date of the transactio...

Categorizing transactions
Video duration: 4m 37s 2h 44m Appropriate for all

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Categorizing transactions provides you with in-depth training on Business. Taught by Sally Norred as part of the Quicken 2014 Essential Training

Subject:
Business
Software:
Quicken
Author:
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