Where to input interest rate on a savings account (Q Mac)

DZinicola

I've been using the Windows version for years which includes a field to input the interest rate for each savings account. Mine change annually. Now using Quicken for Mac and I don't see a field for inputing the interest rate of a savings account. Help?

jacobs

If I understand correctly, you're just describing basically memo information about your interest rate, not something used in any actual transactions, right? There is no specific place to enter an interest rate for an account, but there are a few ways you can document this.

If you just want to be able to record the interest place somewhere you can look it up later, you can use the Notes field for each account. Click on the account, then click on Settings, and there's a free-form text box you can use there to record the interest rate; you could record each year's rate, or just the current rate. But you can't see this note information anywhere other than on the Settings screen. If you want to be able to see it at a glance in your register, I'd suggest recording it int he Memo/Notes field of the first interest payment of the year, or you could enter a $0 transaction just to record this information in the Memo/Notes field. Then you'll see the information as you scroll through your account, assuming you make the Memo/Notes field visible in your register.