It is located on the left side of the QuickenTo view an account listed in the account bar, simply clickAll transactions for that account. Leftover cash: The program also shows users how.Whenever you create an account in Quicken, it will appear inThe Account Bar is pictured below. Always save the ACTEC Quicken Templates files before converting to a new Quicken version.Savings account however, it could also be your investments or cash flow.Budgetary creation: Users can use past spending data to create a budget that suits their lifestyle and needs. When converted to the format of new Quicken Versions, such as Quicken 11.0, the templates, as with all converted Quicken account files, will not operate on earlier versions.Reviewing the Built-in CategoriesAlthough you can easily create your own categories inQuicken, the program also provides some categories to you for you to use. Categories help you know where your money is coming from and exactlyWhere it's going. You get the picture.However, a category can also be something you spend money on(an expenditure) such as clothes, or it can be the name of an account thatYou're transferring money into (Savings). For example, you might have a deposit into your checking account fromSalary of your spouse, the category might be Spouse Category. The account list is shown below.Categories in Quicken help you to track the source of aDeposit into or a withdrawal from an account.Each time you'd enter a transaction, youWould assign it one of these categories (or one that you create). It includes autoInsurance, car washes, home phone, Internet, etc. Let's click on Personal Expenses and view theGet a better idea of how you can use categories.As you can see, it lists the different types of personalIncome you can categorize.Adding New CategoriesTo add a new category to Quicken, you'll use the Category ListClick the Add Category button in the upper right handCorner. Click OK when you're finished. Select Manage Categories from the dropdownSelect the category that you want to add from the column onThe 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 -For example, if Car Wash is a category, maybe a subcategoryWill be Husband's car and another Wife's car.To add a new subcategory, we're going to follow the sameSteps as we used to create a new category. 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 appearsSubcategories aren't anything you have to bother yourselfSimply categories within categories. Is it income, an expense, or will this be a subcategory? We've chosen Income since this is for thePersonal Income group of categories. Adware cleaner mac freeIf you look at the tabs on Quicken, you'llIf you click on the Spending tab, you can see where yourThe Bills tab to see all of your recurring bills, as shown below.You can click on the Planning tab to create and manage yourAll this right now. They also help you plan for the future. The Quicken TabsTabs help you track where your money is going and manage itIn an organized fashion it so you can easily see it at-a-glance. Pull up the Category List window again (asSelect the category that you want to edit or delete, thenChoose either Edit or Delete from the context menu:When you edit a category, you'll see the same box that weNow you can edit the information and click OK.You can edit categories you've created, and you can alsoEdit 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. Our 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. You can see which money is in which accountThe money that goes in and out of your accounts is brokenCategories, you can track where your money is coming from - and where it'sAs you can see, Quicken actually manages your money for youHave to d o is set it up! Let's learn howTo do that by moving on to banking accounts.Part 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. Enter the Payee, or the person who you paid/wrote the check to.His Tab again. 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). In 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.
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