How to Enter Transactions in Quicken
Quicken is a financial tracking and planning software package sold by Intuit. Depending on the version you use, you can manage your accounts, pay bills, establish budgets for your household and generate reports. If you use Quicken to keep track of your financial account information, entering transactions is a necessary step to keep your balances accurate and up to date.
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Instructions
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1
Click the account for which you wish to enter a transaction on the Account Bar. The Account Bar appears on the left side of the screen unless you've customized Quicken and moved it to another location.
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2
Select "Enter Transactions."
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3
Select the type of transaction you are entering from the "Enter Transactions" list. For cash transactions, choose from "Write Check, "Withdraw," "Deposit," "Online Payment" or "Other Cash Transaction." For cash transfers between your accounts, select "Cash Transferred into Account" or "Cash Transferred out of Account."
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4
Input the details of your transaction. Details include payee name, address and memo for cash transactions, or the name of the account you are transferring money to or from.
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5
Click "Enter/Done" when you are finished adding transactions. To add more transactions, click "Enter/New" and repeat Steps 3 and 4.
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