Cant find where my "register" is
Options
pdxmaven
Member ✭✭
I am sure this will be easy once I get going, but initial learning curve a little challenging here.
I am just getting started. I have downloaded transactions from my bank into Quicken and started accepting them. Now I need to assign categories to the items I've accepted. But I can't find where my "accepted" transactions are, to do that. I'm sure it's in some obvious place, but not obvious to me :- (
I am just getting started. I have downloaded transactions from my bank into Quicken and started accepting them. Now I need to assign categories to the items I've accepted. But I can't find where my "accepted" transactions are, to do that. I'm sure it's in some obvious place, but not obvious to me :- (
0
Best Answer
-
The "register" in Quicken is what shows up on the screen when you click on the Account to open it in the "Account Bar" to the left or right of the screen. It's a listing of transactions with date, payee, amount, a free-form "memo" field, an indication as to whether the check has cleared the bank or not, (all of the transactions you've downloaded should have a "c" in the Clr column, obviously), and how the transaction has been categorized.If you look up at the top of the register you'll see all these fields' names:
and "Category" and "Tag" (another way to "earmark" a transaction) are there with the actual entry fields immediately below them. If you click the gear wheel in the upper right hand corner of the register you can toggle between a one-line and two-line display. Personally, I prefer two lines in my registers.5
Answers
-
Never mind. Found them.0
-
The "register" in Quicken is what shows up on the screen when you click on the Account to open it in the "Account Bar" to the left or right of the screen. It's a listing of transactions with date, payee, amount, a free-form "memo" field, an indication as to whether the check has cleared the bank or not, (all of the transactions you've downloaded should have a "c" in the Clr column, obviously), and how the transaction has been categorized.If you look up at the top of the register you'll see all these fields' names:and "Category" and "Tag" (another way to "earmark" a transaction) are there with the actual entry fields immediately below them. If you click the gear wheel in the upper right hand corner of the register you can toggle between a one-line and two-line display. Personally, I prefer two lines in my registers.5
-
thanks for the above information.
Two questions: when I am looking at the register, I can only see one or two lines at a time. Is there a way to see more?
Also, I would like 2 lines too, in my register. I clicked on gear wheel but still can't see how I change it to two lines0 -
To change to 2 line display, go to the register you want to change and select "Account Actions". Then enable Two-line display. Or there is a shortcut (Ctrl + 2) which toggles the setting. This only works for non-investment accounts.
I'm staying on Quicken 2013 Premier for Windows.
0 -
I initially thought by "2 line display", you meant that the memo line had two lines. But that's not what you mean, right? You mean that I can choose to see two transactions at a time, or one transaction at a time?0
-
No, it means that any single transaction is displayed in 1 line or 2 lines. Try it yourself.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
2 line display refers to each transaction. You can have the register listed with 1 transaction per line or each transaction on 2 lines so it displays more info. Which puts the memo on the second line. So your initial thought was sort of right.
I'm staying on Quicken 2013 Premier for Windows.
0
This discussion has been closed.