how to manually enter a deposit

austinbrown

The quick start guide says to click on new transaction, however only "payee"  information shows up on my Quicken (for Mac) Deluxe 2019.  I added a column for Deposits but still only payee shows up in the new transaction tab.

jacobs

@austinbrown Let's make sure we're on the same page to start. Have you created a checking account to start? The main part of your screen with a new checking account would look like this:



And then you can click on the New button at the bottom left, or Command-N, and you'll get a new, blank transaction highlighted in blue, like this:



You can enter the date, a Payee (such as "ATM Deposit" or whatever you want), a Category (what's the source of the deposit?), and the Amount. (If you choose a Category that's set up for Income, Quicken knows the amount you enter is a positive addition to the account; if you choose a Category that's defined and an expense, Quicken will make it a negative number. You might find it easier to hide the Amount column and show the Deposit and Payment columns to make sure your deposits and expenses are applied correctly.)

Okay, so something that I've shown above is clearly different than what you're seeing!  Please describe what you're seeing. (Screen shots are especially helpful.)

volvogirl

Just think that "payee" really means Description.  You can put anything you want in that field.  Like "Paycheck" "Transfer from Savings" "interest" "IRA Distribution/RMD" etc.

jacobs

@austinbrown Let's make sure we're on the same page to start. Have you created a checking account to start? The main part of your screen with a new checking account would look like this:



And then you can click on the New button at the bottom left, or Command-N, and you'll get a new, blank transaction highlighted in blue, like this:



You can enter the date, a Payee (such as "ATM Deposit" or whatever you want), a Category (what's the source of the deposit?), and the Amount. (If you choose a Category that's set up for Income, Quicken knows the amount you enter is a positive addition to the account; if you choose a Category that's defined and an expense, Quicken will make it a negative number. You might find it easier to hide the Amount column and show the Deposit and Payment columns to make sure your deposits and expenses are applied correctly.)

Okay, so something that I've shown above is clearly different than what you're seeing!  Please describe what you're seeing. (Screen shots are especially helpful.)

volvogirl

Just think that "payee" really means Description.  You can put anything you want in that field.  Like "Paycheck" "Transfer from Savings" "interest" "IRA Distribution/RMD" etc.

austinbrown

Thanks.