This includes all the basic information such as the Amount, Date, and Payee. It can also include, if available, deeper information such as identification numbers, Date Posted, and the Statement Memo. This is information you don't always need but can be vital in situations such as payment disputes.
Did you know Quicken can calculate amounts for you?Do you need to do some quick math? You can do it without leaving the Quicken for Mac application. Whenever you need to enter an amount, you can calculate it right in the amount field using common math symbols such as + - * / =.
If you aren't on the latest version, you can update right from that screen. Dive deeper into a transaction with the Transactions InspectorYour register is a great way to look at transactions at a glance, but what if you want to see all of the information Quicken has about a transaction? In that case, you can use the Transactions Inspector. See transaction detailsDo you want to see the details of a transaction? If you have selected a transaction, you can use Option + Command + E to see the details for that transaction.įrom any transaction, press Option + Command + I. This includes information such as the Memo, Tags, Splits, and Attachments. You can edit these details and make any necessary changes to your transaction. To schedule a reminder, find a paycheck or other regularly occurring income in your register and use Control + Click to see a menu of actions.Ĭheck for product updatesIf you want to check to see if you are on the latest version of Quicken for Mac, in the main menu select Quicken → Check for updates. Select Next under Other Bill or Income, then follow the on-screen instructions to enter your income reminder.Did you know you can edit multiple transactions at once? This is a great shortcut when you need to change the Payee, Category, Tag, Memo, or other information for multiple transactions. You can use the Tags screen to view your current tags. The Tags screen also has a search feature, which is handy if you use a lot of tags. You can look at the projected balance for all of your accounts or choose a single account. You can also choose from different date ranges. Your calendar will also show balance projections. Cash AccountsDo you want to keep track of the cash you spend? You can start a cash account and track it manually. To create a cash account go to Accounts > New > Cash. Set your opening balance and select Finish. An orange dot means there is an issue with that account. You can find out what the issue is by selecting the orange dot. You will then see the Account Status window. You can also use the Account Status window to update individual accounts.
What do the dots next to your account names mean?You may notice different colored dots next to your account names on the sidebar. These dots let you know the status of that account. Repeat step (h) for all repeating payments with BBVA USA.
Please note, after the Online Banking upgrade all repeating bill payments must be scheduled in Online.Do you want to see what was updated the last time you updated your accounts? Go to Window menu → Account Status.
There are several versions of Quicken for Windows, including Quicken Starter, Quicken Deluxe, Quicken Rental.Launch Quicken and install the latest update for the current version of Quicken software on your device. There is no need to purchase new software. Choose 'Quicken' from the main menu, and then 'Check for Updates'.