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manual entry

How do I make manual entry to a bank account?


  • volvogirl
    volvogirl SuperUser ✭✭✭✭✭
    Open the bank register and type it in on the blank line at the bottom of the register.  Or you can do Ctrl+N.  Or go to Edit - Transaction - New.  Change the date as needed and all the rest of the information about the transaction and save it. If it is a past date it will go to the proper place  (sorted by date).  You don't have to type them in the right date order.  It will sort them for you.  If you are entering older transactions, be sure to adjust the opening balance to account for them as you enter them.

    I'm staying on Quicken 2013 Premier for Windows.

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