How to add 'payment method' to 'method/cheque' drop-down table

Michael 49

I have set up numerous bill and income reminders. When it comes to enter the bill or income item, the 'Enter Income Transaction' or 'Enter Expense Transaction' pop-up displays and in the 'Payment Information' section, the 'method/cheque' lists the form of payment available (e.g. ATM, Deposit or Next Cheque Number, ATM, Print Cheque respectively). How do I add 'EFT' to the list of income and expense forms of payment?

UKR

Assuming Quicken for Windows (you didn't say ...)

In your chequing account register click the pulldown button in the Cheque # field of a transaction. The popup list should show what's already available (see below)

In my Quicken US 2019, "EFT" is already available as a predefined item.
Clicking "Edit List" shows that I once added "Direct" to the list.
You can add your own texts as needed from the "Edit List" dialog.
Once saved, the added lines will show up in the "Enter Income Transaction" or "Enter Expense Transaction" dialogs.

OK, I'm speaking for the US version of Quicken and I hope that the Canadian version can do the same. Let me know, please.

UKR

Assuming Quicken for Windows (you didn't say ...)

In your chequing account register click the pulldown button in the Cheque # field of a transaction. The popup list should show what's already available (see below)

In my Quicken US 2019, "EFT" is already available as a predefined item.
Clicking "Edit List" shows that I once added "Direct" to the list.
You can add your own texts as needed from the "Edit List" dialog.
Once saved, the added lines will show up in the "Enter Income Transaction" or "Enter Expense Transaction" dialogs.

OK, I'm speaking for the US version of Quicken and I hope that the Canadian version can do the same. Let me know, please.

Michael 49

Thank you for the quick response and the location of 'form of payment' list. My bad, forgot to specify Quicken for Windows - Deluxe Canadian Edition, version R16.22, build 27.1.16.22.