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Where can I find the manual entry form for spending

Sami J

i could only find the plain table where i can enter the transaction manually. isn't there entry form for easy entering expenses?

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Accepted answers

NotACPA

If you're on the HOME view, click Customize to select what you want to appear there.

Image: https://us.v-cdn.net/6031128/uploads/editor/lz/gv3dzwc4lb3f.png

OR, TOOLS, Calendar

UKR

NotACPA said:

Is this what you're talking about?
I got to this form/dialog by right clicking on a date in the calendar and selecting ADD Income.
BUT, the function seems to work differently if there's already another transaction on that date. In that case, you need to double-click VERY QUICKLY on the particular date to get to the "Add Income" menu option. Otherwise, it just brings up info about the already present transactions on that date.

BUT, all in all, isn't it simpler to just input the transaction(s) directly into the account register???

You don't have to do anything special in the Calendar if the selected day already contains transactions.

When you hover the mouse over that day, a mini report view pops up. Now keep the mouse where it is and right-click as usual and you get your popup with Add income, etc.

Image: https://us.v-cdn.net/6031128/uploads/editor/hx/oivn61mexp69.png

After having used Quicken for over 20 years I still keep finding new things that I didn't know existed in Quicken.
Thanks for asking, and thanks for posting an answer!

All comments

volvogirl

The plain table? What is that? Do you mean an Account Register? You directly enter each transaction directly into the register. It should be be pretty easy. Where are you stuck?

You set up an account like your Checking Account. Then open the register and start typing on the blank line at the bottom.

Sami J

Thank you @volvogirl
Yes, I mean the account register
Is there any form for entry similar to the old Quicken program’s form?

NotACPA

I've been using Q for 30+ years ... and I have no idea what you mean by "the old Quicken program's form" ... unless you're talking about an investment transaction?

OR, perhaps, are you talking about the split transaction dialog?

Sami J

Thank you @NotACPA. The form I am talking about was available in the calendar. You click on the date and a simple form pups up and then you enter the transaction

NotACPA

Is this what you're talking about?

I got to this form/dialog by right clicking on a date in the calendar and selecting ADD Income.

BUT, the function seems to work differently if there's already another transaction on that date. In that case, you need to double-click VERY QUICKLY on the particular date to get to the "Add Income" menu option. Otherwise, it just brings up info about the already present transactions on that date.

Image: https://us.v-cdn.net/6031128/uploads/editor/sd/odmlo4xdclmy.png

BUT, all in all, isn't it simpler to just input the transaction(s) directly into the account register???

Sami J

Thank you @NotACPA. Yes this the form I am talking about. Where can I find the Calendar?
It was in the “bills” tab and occupies all the screen
It is easier for me to enter manual transactions

NotACPA

If you're on the HOME view, click Customize to select what you want to appear there.

OR, TOOLS, Calendar

UKR

NotACPA said:

Is this what you're talking about?
I got to this form/dialog by right clicking on a date in the calendar and selecting ADD Income.
BUT, the function seems to work differently if there's already another transaction on that date. In that case, you need to double-click VERY QUICKLY on the particular date to get to the "Add Income" menu option. Otherwise, it just brings up info about the already present transactions on that date.

BUT, all in all, isn't it simpler to just input the transaction(s) directly into the account register???

You don't have to do anything special in the Calendar if the selected day already contains transactions.

When you hover the mouse over that day, a mini report view pops up. Now keep the mouse where it is and right-click as usual and you get your popup with Add income, etc.

After having used Quicken for over 20 years I still keep finding new things that I didn't know existed in Quicken.
Thanks for asking, and thanks for posting an answer!

Sami J

@UKR thank you for explanation. I started used to fill in the account register directly. It seems easier. The calendar is good because when you click on the date you don’t have to insert the transaction date, however, you still need to select the transaction account