1. Column for Payee would be more useful if said "Payee/Payor" so that Credits can be identified as where the credit comes from
2. Column for Check # would be more useful if it said "source" or something that would give the option of adding other payment methods such as Debit card, Venmo, Zelle, Wire, etc.


  • John_in_NC
    John_in_NC SuperUser, Mac Beta Beta
    As for #2, enable the "Action" column. That field allows for ATM, DEBIT, etc., and you can add anything else you want. 

    From the Window menu, you can select Actions to see a list of the defaults. Add others as needed. 
  • Jon
    Jon SuperUser, Mac Beta Beta
    You can already type anything you want into the Check # column, it's not restricted to check numbers.

    Quicken Mac subscription. Quicken user since 1990.

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