Learning about registers
Every Quicken account has a register where you can download or manually enter transactions for that account. A transaction is any item that affects the balance in your account, such as purchase, credit, debit, or charge.
When you add a new account, Quicken creates a transaction register for that account.
All Quicken accounts have registers. Although the types of transactions vary from register to register, the basic entry techniques are the same whether you are using the register for a bank, cash, credit card, asset, or liability account.
Register Overview
At the top of every register, you'll find a filter bar with tools to let you manage and filter what appears in the register. Filter by date, transaction type, and more. Experiment with these settings to find the view that is right for you. Click the Clear Filter button to restore the default setting.
To search or filter the register, just type into the search field in the filter bar. All visible columns are searched by default. Turn on additional columns to broaden your search or select the dropdown menu in the search field to narrow your search. You can search on payee, tag, category, amount, account, or any other column displayed in the register. To show all transactions again, click the Clear button (
) in the Search field.
At the bottom of every register is the register toolbar. This contains commonly used register actions:
New: Add a new manual transaction (or type ⌘N)
Edit: Edit the selected transaction (or double-click or type ⌘E ).
Split: Split the selected transaction (or click the split icon in the row or type option + ⌘ + S ). Learn more about splits.
Delete: Delete the selected transaction (or type the delete key).
Schedule: Create a new, scheduled transaction (bill or income reminder) OR create a scheduled transaction based on the selected transaction.
Paid: Mark the selected, scheduled transaction as paid (i.e. enter the transaction)
Print: Print transactions from the selected register (or type ⌘P)
Reconcile: Reconcile the selected account
Columns: Select the columns to hide or show in the register (or hold down the Control key and click in any column header to select from a list).
Settings: View the settings for the selected account, including the download/connectivity settings.
You can sort a register by clicking a column header. To reverse the sort order, click the column header again.
You can rearrange the displayed columns by dragging the column headers to the left or right.
To adjust the width of a column, drag the separator line between column headers.
Show or hide columns
There are three ways to access the list of register columns:
Click the Columns icon on the Register toolbar.
In Quicken, choose View > Columns.
Control + Click in any column header
Select the columns you wish to be displayed, and deselect those you don't, then click away from the list view to save your changes.
Changes you make only affect the named register. You can show different columns for each account.
Sorting the register
Click a register column heading to sort by that column; click again to sort by the same column, but in the opposite order.
Account balances
You can change which balance is shown at the top of a register window.
Click the label next to the account balance at the top of the register window and select the type of balance you'd like to see.
Today's Balance tells you how much you have in your account today, according to the transactions in your register. (This is the balance that appears on the Overview and the Accounts Summary.)
Projected Balance tells you how much money you have left for the near term (as defined by your preferences settings), given all the money you've stated you have coming in and going out. The Projected Balance includes today's balance minus future bills and adding future income.
Online Balance is the amount of money left in your account at the time of your last download. In other words, it's the amount of money your financial institution thinks you have left.
You can also hover over the Info icon next to the account balance to see a pop-up summary.
Correcting Mistakes
To make a change to a transaction, select it and edit any field by selecting the incorrect information and typing over it.
To undo a single mistake while entering or editing information in a field, choose Edit > Undo from the Quicken menu, or use the keyboard shortcut ⌘Z.