Where can I find the manual entry form for spending
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Sami J
Member ✭✭
i could only find the plain table where i can enter the transaction manually. isn't there entry form for easy entering expenses?
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Best Answers
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If you're on the HOME view, click Customize to select what you want to appear there.
OR, TOOLS, CalendarQ user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP1 -
You don't have to do anything special in the Calendar if the selected day already contains transactions.NotACPA said:Is this what you're talking about?I got to this form/dialog by right clicking on a date in the calendar and selecting ADD Income.BUT, the function seems to work differently if there's already another transaction on that date. In that case, you need to double-click VERY QUICKLY on the particular date to get to the "Add Income" menu option. Otherwise, it just brings up info about the already present transactions on that date.
BUT, all in all, isn't it simpler to just input the transaction(s) directly into the account register???When you hover the mouse over that day, a mini report view pops up. Now keep the mouse where it is and right-click as usual and you get your popup with Add income, etc.
After having used Quicken for over 20 years I still keep finding new things that I didn't know existed in Quicken.
Thanks for asking, and thanks for posting an answer!6
Answers
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The plain table? What is that? Do you mean an Account Register? You directly enter each transaction directly into the register. It should be be pretty easy. Where are you stuck?
You set up an account like your Checking Account. Then open the register and start typing on the blank line at the bottom.I'm staying on Quicken 2013 Premier for Windows.
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Thank you @volvogirl
Yes, I mean the account register
Is there any form for entry similar to the old Quicken program’s form?0 -
I've been using Q for 30+ years ... and I have no idea what you mean by "the old Quicken program's form" ... unless you're talking about an investment transaction?OR, perhaps, are you talking about the split transaction dialog?
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
Is this what you're talking about?I got to this form/dialog by right clicking on a date in the calendar and selecting ADD Income.BUT, the function seems to work differently if there's already another transaction on that date. In that case, you need to double-click VERY QUICKLY on the particular date to get to the "Add Income" menu option. Otherwise, it just brings up info about the already present transactions on that date.BUT, all in all, isn't it simpler to just input the transaction(s) directly into the account register???
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP2 -
If you're on the HOME view, click Customize to select what you want to appear there.OR, TOOLS, Calendar
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP1 -
You don't have to do anything special in the Calendar if the selected day already contains transactions.NotACPA said:Is this what you're talking about?I got to this form/dialog by right clicking on a date in the calendar and selecting ADD Income.BUT, the function seems to work differently if there's already another transaction on that date. In that case, you need to double-click VERY QUICKLY on the particular date to get to the "Add Income" menu option. Otherwise, it just brings up info about the already present transactions on that date.BUT, all in all, isn't it simpler to just input the transaction(s) directly into the account register???When you hover the mouse over that day, a mini report view pops up. Now keep the mouse where it is and right-click as usual and you get your popup with Add income, etc.After having used Quicken for over 20 years I still keep finding new things that I didn't know existed in Quicken.
Thanks for asking, and thanks for posting an answer!6
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