How do I record a manual deposit -- no Transaction Types option

Chad ThomasChad Thomas Member
I'm a new Quicken 2017 for Mac user. I'm trying to do a simple thing: manually enter a deposit into my checking account register. But what I see onscreen doesn't match the online instructions (https://www.quicken.com/support/adding-paymentdeposit-quicken-mac)

The instructions say:

To record a payment or deposit transaction


  1. Open the account you want to use.
  2. Click the New button from the toolbar.
  3. Select Payment/Deposit from the Transaction Types list.
But I cannot see or find ANYTHING or ANY OPTION that says "Transaction Types".
What in the world am I missing?
Thank you for your reply.

Comments

  • John_MJohn_M Member
    edited June 2018
    You're right – I don't see anything either (I'm also on QM 2017). Maybe it's left over from a previous version. I wouldn't worry about it. It's not a necessary step.
  • TravelingRaeTravelingRae Member
    edited December 2018
    Only some accounts have transaction types. In your account, go to View-->Columns (http://prntscr.com/jpogdc) and you'll see a check box of different things you can see in your register. If you don't see Type, then that account doesn't have it. In my case, I have Cash accounts (actual cash plus bank accounts), Credit Card accounts (Visa plus line of credit), and Investment accounts (RRSP, LRSP). Only the Investment accounts give me the type option. So if the account you're making a deposit into doesn't have type as a view option, you don't need to enter one to register a deposit.
  • RickORickO SuperUser
    edited June 2018
    The instructions you are reading are for Investment accounts, which have a Type field. Checking accounts don't have this field.

    The sign (positive or negative) of an entry in the Amount field will normally follow the category depending on whether it's income or expense. However, if you have not yet entered the category (or if Quicken is just getting it wrong), you can force an Amount to be positive by typing a plus (+) sign before the number.

    If you would prefer separate columns for payments and deposits, click menu View > Columns and enable the Payment and Deposit columns, and disable the Amount column. You can then record payments and deposits in separate columns.
  • UKRUKR SuperUser
    edited September 2018

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

    Welcome.

    If you haven't done so already, please review these videos for more information
    about Quicken Mac

    https://www.youtube.com/user/QuickenMac/videos

    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

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

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