You can display and print a reconciliation report for any account that has been reconciled using the Reconcile Accounts window. And tag (printed version in the Reports section). An itemized list can be printed for the accountant or tax preparer. A summary of payments made to a payee. Create Reports to Summarize Data Entered Quicken provides a number of default reports that offer insights on cash flow.Let's consider bulk editing categories as an example. This is called bulk editing. You can edit the payee, the category/subcategory, the tags, and the memo.It is located on the left side of the Quicken screen.To view an account listed in the account bar, simply click on the account name. Many transactions you have for each category, payee or tag via Settings.The Account Bar is pictured below. Enjoy it on your iPhone, iPad, iPod touch, or Mac OS X 10.15.4 or later. Whenever you create an account in Quicken, it will appear in the Account Bar and the Account List. You can use the Spending View to quickly identify those transactions and assign.
This will help you to track your various sources of expense.You can do the same with personal income, transfers, etc.You can also add other Quicken built-in categories to the list that you see. Each time you'd enter a transaction, you would assign it one of these categories (or one that you create). It includes auto insurance, car washes, home phone, Internet, etc. This will help you get a better idea of how you can use categories.As you can see, it lists the different types of personal income you can categorize. This is the name that will appear in your category list.Select the type of category. You'll see the following dialogue box:To create a new category, the first thing you'll need to do is add a name. Adding New CategoriesTo add a new category to Quicken, you'll use the Category List window.Click the Add Category button in the upper right hand corner. Click OK when you're finished. Select Manage Categories from the dropdown list.Select the category that you want to add from the column on the left hand side, then click Add to add it to the Categories to Add column. You'll do just as well only using categories - and not subcategories - if you want. They are simply categories within categories. We'll talk about sub categories in just a minute.Next, you can add a description if you want.We've chosen to add Alimony as a category.As you can see in the snapshot, our new category now appears in the list.Subcategories aren't anything you have to bother yourself with if you don't want to. If you look at the tabs on Quicken, you'll see what we mean. They also help you plan for the future. The Quicken TabsTabs help you track where your money is going and manage it in an organized fashion it so you can easily see it at-a-glance. Pull up the Category List window again (as pictured in the next snapshot).Select the category that you want to edit or delete, then right click on it.Choose either Edit or Delete from the context menu:When you edit a category, you'll see the same box that we saw when we added the category.Now you can edit the information and click OK.You can edit categories you've created, and you can also edit Quicken's built-in categories. We will simply put a check in the "Subcategory of" box, and specify the category.Editing and deleting categories is easy. Just remember that a subcategory appears below its parent category. You can see which money is in which account by simply taking a quick glance.The money that goes in and out of your accounts is broken down into categories. The groups make it easier to see the overall picture.The different tabs are broken down into accounts. This makes it easy to find what you're looking for, and it also divides your finances up into groups. How Accounts, Categories and Tabs Come Together in QuickenAccounts, categories, and tabs, when used all together, make it easy for you to track and manage your money in Quicken.Tabs break down your finances into groups such as spending, bills, and planning. That said, don't worry about all this right now. You can click on the Bills tab to see all of your recurring bills, as shown below.You can click on the Planning tab to create and manage your budget. Tag And Payee Report In Quicken ? How To Do ThatOur only existing transaction in the snapshot above is when we entered our opening balance.Let's say we want to enter a check we wrote for $40.00.First, we would enter in the date of the check.Next, we would enter in our check number in the "Check #" column. You'll enter transactions in the register.In the snapshot that follows, we've selected our checking account.Start a new transaction by clicking on the first line below your existing transactions. This opens that account's register -which is a list of transactions for that account. Your Quicken Checkbook Entering Checks in the RegisterPart of keeping up with your finances using Quicken is entering checks that you write (or other) and deposits that you make.To enter a check or a deposit, the first thing you need to do is select the account that you want to use.Go to the Account Bar and select the account by clicking on the account name. All you have to d o is set it up! Let's learn how to do that by moving on to banking accounts. Click OK.As you can see above, "Debit" is now added to our list of choices.We're going to select Debit from the dropdown menu so that it appears with our transaction.You can see "Debit" now appears in the Check # column.Hit the Tab key on your keyboard to advance to the next column, which is Payee. We're going to do this because we want to add debit - for debit card purchases.Click the New button, as shown in the snapshot above.As you can see above, we've entered Debit. You can also click the Edit List button to add a menu selection. You can also mark the transaction as an ATM, deposit, a printed check, a transfer, or EFT (electronic funds transfer, such as with automatic bill pay). Hit Tab again and go to the Attachments column. Now you can choose a category for this transaction.NOTE: By clicking on the button to the right of the category, you can see all spending for that category within a period of time that you specify.Hit Tab again, and you're now in the Tag column. You can use this field just as you would the memo line on a paper check.Hit Tab again. In the Memo column, you can enter any notes that you want to add. Quicken for mac best priceIn this instance, the icon is for a Microsoft Word document.Click the "X" to close out the attachment window.Next, hit Tab on your keyboard to advance to the next column in your register. We can see our file is uploaded to Quicken, so we can click the Done button.Now when we click in the Attachment field for this transaction, this is what we see:To open the transaction, we simply double click on the icon. Click on the file once to select it, then click the Open button.Look at the snapshot above.
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