how to manually enter a deposit
austinbrown
Member ✭
The quick start guide says to click on new transaction, however only "payee" information shows up on my Quicken (for Mac) Deluxe 2019. I added a column for Deposits but still only payee shows up in the new transaction tab.
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Best Answers
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@austinbrown Let's make sure we're on the same page to start. Have you created a checking account to start? The main part of your screen with a new checking account would look like this:
And then you can click on the New button at the bottom left, or Command-N, and you'll get a new, blank transaction highlighted in blue, like this:
You can enter the date, a Payee (such as "ATM Deposit" or whatever you want), a Category (what's the source of the deposit?), and the Amount. (If you choose a Category that's set up for Income, Quicken knows the amount you enter is a positive addition to the account; if you choose a Category that's defined and an expense, Quicken will make it a negative number. You might find it easier to hide the Amount column and show the Deposit and Payment columns to make sure your deposits and expenses are applied correctly.)
Okay, so something that I've shown above is clearly different than what you're seeing! Please describe what you're seeing. (Screen shots are especially helpful.)
Quicken Mac Subscription • Quicken user since 19935 -
Just think that "payee" really means Description. You can put anything you want in that field. Like "Paycheck" "Transfer from Savings" "interest" "IRA Distribution/RMD" etc.
I'm staying on Quicken 2013 Premier for Windows.
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Answers
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Are you looking for a column called "Payor" to enter the name of the entity that gave you the money to deposit? If so, there is no such column. You simply use the Payee column to the name of the entity from whom you got the money. Or you can just enter the word "Deposit" in that column.
For the amount, you can either enter the amount as a positive number (with a + sign in front of it) in the Amount column. Or you can enter it in the Deposit column if you have the Deposit & Payment columns showing. You should have either Amount or Payment/Deposit columns showing. You don't need both.
If this doesn't solve this for you, please post a screenshot of what you're seeing so we can try to help further.
FAQ: Posting a Screenshot
Quicken Mac Subscription; Quicken Mac user since the early 90s1 -
@austinbrown Let's make sure we're on the same page to start. Have you created a checking account to start? The main part of your screen with a new checking account would look like this:
And then you can click on the New button at the bottom left, or Command-N, and you'll get a new, blank transaction highlighted in blue, like this:
You can enter the date, a Payee (such as "ATM Deposit" or whatever you want), a Category (what's the source of the deposit?), and the Amount. (If you choose a Category that's set up for Income, Quicken knows the amount you enter is a positive addition to the account; if you choose a Category that's defined and an expense, Quicken will make it a negative number. You might find it easier to hide the Amount column and show the Deposit and Payment columns to make sure your deposits and expenses are applied correctly.)
Okay, so something that I've shown above is clearly different than what you're seeing! Please describe what you're seeing. (Screen shots are especially helpful.)
Quicken Mac Subscription • Quicken user since 19935 -
Just think that "payee" really means Description. You can put anything you want in that field. Like "Paycheck" "Transfer from Savings" "interest" "IRA Distribution/RMD" etc.
I'm staying on Quicken 2013 Premier for Windows.
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Thanks.
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This discussion has been closed.