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
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
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
This chapter covers everything you need to know about transactions to help you manage and take control of your bills and transactions.
The first section of each of the account centers is Alerts; for example, Cash Flow Alerts is the first section of the Cash Flow Center. This is where your alerts that are associated with your cash flow accounts are listed. You should review the alerts to ensure they are working for you. Is the timing good? Are there too many or too few? Remember, alerts are only as current as the information in Quicken. Therefore, it is important to keep Quicken up-to-date with the latest transactions and quotes using One Step Update or if you manually enter information, with your latest statement information. You can review, update, or remove alerts from any of the account centers. The process is the same. The example provided here shows you how to review and update your cash flow alerts from the Cash Flow Center.
Manage Cash Flow Alerts
Record and Edit Transactions Using Scheduled Bills & Deposits
As your bills and scheduled transactions become due, you can add them to your account registers, unless you indicated when you set them up for Quicken to automatically enter them in your account registers. You can also edit them or skip an instance of a transaction. When you enter account transactions from the Scheduled Bills & Deposits section of the Cash Flow Center, they are automatically added to the appropriate account register. If you download transactions, the transactions appear on the Downloaded Transactions tab in the account register. You can then add the transactions to your register. You
Record Transactions Using Bills and Scheduled Transactions
Edit Future Instances of Transactions