Can I add a custom field to an account

ithinkimadeamistake

I'd like to add a custom field to an account because I want to keep track of a transaction date and posting date for my bank accounts. Is that possible?

NotACPA

@ithinkimadeamistake If you click the Gear icon at the top right of the account in Q, you can use "Register Columns" in the dropdown menu to have both dates visible in your account.

Boatnmaniac

(Edit: Corrected a "Option" to "optional"….in italics in the last sentence of this post.)

@ithinkimadeamistake - Another way to access the Register Columns drop-down menu is to click on the icon that appears to be a Table or Calendar that is directly above the scroll bar on the right side of the Account Register.

Here is what having both the Transaction Date and Posting Date columns in the Account Register looks like:

Note: Unless one manually enters the transaction before it is downloaded, the dates in both the Date and the Posting Date columns will be identical and will be the Posting Date. If the transaction is not first manually entered with the Transaction Date in the Date column, then after the transaction downloads, the date in the Date column can be edited to show the Transaction Date. (The Posting Date cannot be edited because that is the financial institution's actual record.)

There are other places you can enter dates and information should you wish:

• MEMO field: A default column. Information entered here can be used as a filter in reports. NOTE: Some FIs will download data into the Memo field and it will overwrite what we might have previously entered here. To prevent that from happening and to retain the info we previously entered, go to Account Details > Online Services tab > check the box for Don't update memo when downloading.
• NOTES field: This is an optional column. Information entered here will not show up in most (if not all) reports, nor can it be used to filter those reports.

You might want to play around with the various options some to see what options best meets your needs/wants. For me, it seems best to only show those columns that I really need because the Account Register and transactions can become very "crowded" by adding more columns than that. (That's the main reason why I exclude the Option optional and, IMO, totally unnecessary "Amount" column.)

Quicken Jasmine

Hello @ithinkimadeamistake,

Are you referring to adding an extra column to the top of the register?

Let me know!

RickO

[Removed - Mac Instructions]

ithinkimadeamistake

https://community.quicken.com/discussion/comment/20453514#Comment_20453514

Oops I posted in the wrong area. I'm using quicken classic for windows. I'll post there, thanks.

Quicken Jasmine

Hello @ithinkimadeamistake,

I have moved this thread to the correct category, there is no need to make a new post!

NotACPA

@ithinkimadeamistake If you click the Gear icon at the top right of the account in Q, you can use "Register Columns" in the dropdown menu to have both dates visible in your account.

Boatnmaniac

(Edit: Corrected a "Option" to "optional"….in italics in the last sentence of this post.)

@ithinkimadeamistake - Another way to access the Register Columns drop-down menu is to click on the icon that appears to be a Table or Calendar that is directly above the scroll bar on the right side of the Account Register.

Here is what having both the Transaction Date and Posting Date columns in the Account Register looks like:

Note: Unless one manually enters the transaction before it is downloaded, the dates in both the Date and the Posting Date columns will be identical and will be the Posting Date. If the transaction is not first manually entered with the Transaction Date in the Date column, then after the transaction downloads, the date in the Date column can be edited to show the Transaction Date. (The Posting Date cannot be edited because that is the financial institution's actual record.)

There are other places you can enter dates and information should you wish:

• MEMO field: A default column. Information entered here can be used as a filter in reports. NOTE: Some FIs will download data into the Memo field and it will overwrite what we might have previously entered here. To prevent that from happening and to retain the info we previously entered, go to Account Details > Online Services tab > check the box for Don't update memo when downloading.
• NOTES field: This is an optional column. Information entered here will not show up in most (if not all) reports, nor can it be used to filter those reports.

You might want to play around with the various options some to see what options best meets your needs/wants. For me, it seems best to only show those columns that I really need because the Account Register and transactions can become very "crowded" by adding more columns than that. (That's the main reason why I exclude the Option optional and, IMO, totally unnecessary "Amount" column.)

NotACPA

@Boatnmaniac did you mean "optional"? If not, what's the "Option" column?

Boatnmaniac

https://community.quicken.com/discussion/comment/20453600#Comment_20453600

Thanks for the catch on my typo. I corrected my post to show "optional" instead of "Option".

ithinkimadeamistake

Thanks @NotACPA and @Boatnmaniac this is exactly what I needed.