Introduction

All of your accounts contain transactions that need to be managed. Whether you download your transactions or enter them manually, they require your time and attention. Using alerts, you can monitor and manage when your transactions and bills are due, which you can review and update from each account center. You can manage your account transactions from several places in Quicken: from the Quicken Home page, from the account centers, and from the individual account registers. For example, the Scheduled Bills & Deposits section of the Cash Flow Center allows you to view all of your bills that are due, enter them in your account registers, edit the transaction information, and choose to skip individual instances of transactions. In addition, you can add new transactions and paychecks.

Using the account centers to manage your bills and transactions is beneficial because all your bills and transactions for your similar accounts (cash flow, investment, or property and debt) are listed in one place. Therefore, you don't have to open individual account registers to view and manage the bills or scheduled transactions that are due for each of your accounts. Each account center provides one-stop access to all your bills and account transactions that are due for the accounts in that center.

You also have the option of managing your account transactions by going into each individual account register. In the account registers, you can add, edit, or delete transactions; add downloaded transactions to the register; set up scheduled transactions; search for transactions; transfer funds between accounts; and balance your account. In addition, you can view spending averages for transactions and reports for each of your accounts.

This chapter covers everything you need to know about transactions to help you manage and take control of your bills and transactions.