How i know a transaction is added, or didacted

ileana1g
ileana1g Quicken Mac Subscription Member ✭✭✭

Hi, how do I add a transaction to be added? Or a transaction to be declined?

How do I find a transaction to be income, so I can choose one of them?

Thanks, Ileana

Best Answer

  • ileana1g
    ileana1g Quicken Mac Subscription Member ✭✭✭
    Answer ✓

    Yes, Thanks, it works as a charm!!!

    NOW, if you look at transaction lists(OR CATEGORIES LISTS), how do you know they are "add on" or minus transactions? Sorry, it was simple before, but there are some improvements that I can't get!

    Thanks, Ileana

Answers

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @ileana1g,

    Thank you for posing these questions.

    You can enter transactions manually, schedule upcoming bills and income, and keep your register accurate when downloaded transactions match what you already entered.

    Transactions entered by hand are considered manual transactions. Manual transactions are useful when you want your register up to date before downloads clear, or when you want to track items your bank won’t download. Downloaded and manually entered transactions together help you track your real account balance.

    Use these steps to add a one-time transaction directly to an account register.

    1. Select an account in the sidebar.
    2. Click New in the register toolbar (or press ⌘N). Screenshot 2026-03-10 at 8.18.39 AM.png
    3. Enter information in as many fields as you want to track. Recommended fields include:
      • Date (required). The date the transaction occurred.
      • Payee or Merchant. For example, “ABC Food,” “Mike the Gardener,” or your employer (for paychecks).
      • Category. Most features and reports use categories. Downloaded transactions are auto-categorized, but you can change the category at any time. The app remembers your preference the next time you download.

    Example: You buy groceries with cash and want it reflected immediately, so you enter a manual transaction with today’s Date, the store as the Payee, and Groceries as the Category.

    Please review this Help Article for more information on entering transactions. If this information does not answer your question, please provide more details about what you are trying to do.

    Thank you!

    Quicken Alyssa

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  • ileana1g
    ileana1g Quicken Mac Subscription Member ✭✭✭

    Hi Alyssa, Thank You very much for your answer, very interesting, and I will take care of What You say about BOA, here and in the email digest..My question is whether I don't know if a transaction is an "add-on (income) or an didact transation (will be minus the line before….

    EX. I add an amount to a date (income), and the next transaction is subtracted instead to be added.

    Am I wrong?

    THanks, Ileana

  • John_in_NC
    John_in_NC Quicken Mac Subscription SuperUser, Mac Beta Beta

    Hi, @ileana1g

    If you want a transaction to add-on (Income) to the Balance, enter + before the Amount.

    If you want a transactions to reduce (or "didact" or Minus), the line before, put - before the Amount.

    Screenshot 2026-03-11 at 9.26.05 PM.png

    Depending on how your categories are setup, this is automatic and no need to enter +/-. But, if you wish to make it income (Add-on)) or Expense (Minus), use the +/- before the Amount.

  • ileana1g
    ileana1g Quicken Mac Subscription Member ✭✭✭
    Answer ✓

    Yes, Thanks, it works as a charm!!!

    NOW, if you look at transaction lists(OR CATEGORIES LISTS), how do you know they are "add on" or minus transactions? Sorry, it was simple before, but there are some improvements that I can't get!

    Thanks, Ileana