Reconciliation on Mac & how to enter in atm and eft transition

I was a windows user so the Mac version is new to me. The reconciliation button is greyed out? why Second I see a column for putting in check numbers but no option for atm or EFT actions or how to make a deposit. I do not download from a bank

Answers

  • John_in_NC
    John_in_NC SuperUser, Mac Beta Beta
    edited November 2020
    Choose to display the "Action" column. That is where you enter things like EFT, ATM, Dep, etc. You can edit the list of Action items under Window:Actions. (You can easily create new ones as well by simply typing it in during transaction entry, and it will be added to the list.)

    The usual culprit causing Reconcile to be grayed out is you haven't specifically selected the individual account in the Sidebar and have instead selected an account grouping. Select that actual account's name in the sidebar. 
  • He. I am totally new to this. What is the action column
  • UKR
    UKR SuperUser ✭✭✭✭✭

    Are you new to Quicken Mac (2015 and newer)?

    Welcome.

    Getting Started with Quicken for Mac
    https://www.quicken.com/complete-guide-getting-started-quicken-2018-mac https://www.quicken.com/quicken-tips with links to more information and videos

    If you haven't done so already, please review these videos for more information about Quicken Mac
    https://www.youtube.com/user/QuickenMac/videos

     

    Help! (Quicken Mac)

    Click Help / Quicken Help for additional help on Quicken functions and features.


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