New Transaction for Checking Account or Credit Card

Johnathan_1972

I used another program before Quicken and you could select "new transaction" and it would pop-up a form to fill in. You put the transaction and account information the form and it would record it to the proper register. I'm not used to entering a new transaction as a line item in a register.

Are there any other transaction entry options available? I'd like to try out any available options if they exist.

Thanks

Quicken Anja

Hello @Johnathan_1972,

Thanks for your question!

Currently, manually entering a new transaction in Quicken is done directly as a line item in the register—there isn’t a separate pop-up form like in some other programs.

For more details on how to enter transactions manually, you can check out these helpful guides:

• https://info.quicken.com/win/how-do-i-manually-enter-a-transaction
• https://www.quicken.com/support/how-do-i-enter-accounts-and-transactions-manually-quicken-windows/

If you wish to submit an official request for a different form of manually entering transactions, you can do so by creating an Idea post. This way, other users who have the same or a similar request can vote on your idea.

Also, since you’re new to Quicken, I wanted to let you know about our Quicken 1-2-3 team—a dedicated service specifically designed to help new users get started. You can schedule a one-on-one tour with them where a team member will call you at a convenient time to walk you through the program, answer your questions, and help you get comfortable using Quicken.

If you’re interested, here’s the link to book your session:

• https://www.quicken.com/support/help-getting-started-quicken/
  

You can also call them directly—details are on that page.

Hope this helps!