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How Do I Enter Checking Account Data Into Quicken


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Tracking a checking account can be intimidating if you’re not using personal-finance manager software. Online transactions, debit card usage, direct deposits, automated clearinghouse transfers, automatic bill pay and even the occasional written check all add up to a hefty time expenditure. With online banking, it can make sense to enter checking account data directly into Quicken. Keeping up with it every day or two and verifying data against your bank’s online information helps you track your checking account activity much more easily.

Select the checking account for the transaction in the “Account List” window under the “Banking” heading.

Verify the date or change to transaction date in the first column entering the month and day. Quicken reformats the entry as the month, day and four-digit year with forward slashes between each number: “MM/D/YYYY”.

Enter the check number or transaction type, or press “+” to enter the next check number. Press the “Tab” button. Enter the payee name and press the “Tab” button to enter a memo about the transactions that’s no longer than 256 characters. Press the “Tab” button again.

Select the category and, if applicable, subcategory from the dropdown list or click “Add Category” to create a new selection. Tab to enter a transaction tag. Tab again to enter the payment, deposit or transfer amount.

Click the “Split” button if the transaction has more than one category. Optionally, click the “Paperclip” button to add a scanned or file copy of the receipt, check or other documentation. Click the “Enter” button to post the transaction. The balance calculates automatically.


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