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Learning Quicken Essentials
Learning Quicken Essentials
Date: 7/23/2012 7:39:47 PM ( 13 y ) ... viewed 1997 times
I got help Friday to install Quicken Essentials. That was a breakthrough. I am having issues understanding the most basic things that seem different from Quicken 07,
I set up a category, Caravan income, but how do I get a split to calculate a total?
8:32 pm
Successfully entered a split transaction.
Still unclear about Tags.
Looking it up.
TUTORIAL FOR QUICKEN ESSENTIALS
http://www.youtube.com/watch?v=c7JlAAR54xI
SOMETHING IS NOT WORKING WITH ENTERING THE PAYEE
To enter a transaction
Select an account from the Accounts section of the sidebar.
Choose Transactions > New Transaction. (You can also click New in the toolbar, or use the keyboard shortcut Command+N.)
Enter information in as many fields in the transaction as you want to track.
For example, many people find it helpful to assign categories or tags to their transactions.
Use the Action column to track the method by which the transaction took place. For example, for ATM transactions, enter "ATM." For checks, enter the check number.
Don't see the column you need? Click the Action menu () at the top-right corner of the register and choose the column from the pop-up menu.
(Optional) Add attachments such as receipts to the transaction.
(Optional) Click Save to enter the transaction.
http://quicken.intuit.com/support/help/getting-started/getting-started-guide-...
6:34 pm
July 23, 2012
http://quicken.intuit.com/support/help/getting-started/getting-started-guide-...
How to do a Split transaction in Quicken Essentials?
O.K., I figured out how to update the transactions....
O.K,, How do I enter a payee in quicken essentials?
I have just started using Quicken Essentials for Mac and am having trouble with modifying split transactions
I have some scheduled split transactions set up on a 2 week schedule, the amounts of the splits and the total amount change a few cents each time, with Quicken 2010 for windows after I adjusted the amounts in the split I got the option to adjust the total, how do you do this with Quicken Essentials?
( Asked 04/15/12 02:59pm in Quicken Essentials for Mac, Viewed by asker 04/21/12 05:38pm, Views by community 6 )
Answers (1)
jrs8084SuperUser
Send Thanks
Click on the gear icon (within the transaction) and choose to update total.
Guide part three has more info about splits:
http://www.youtube.com/user/MrJrs8084/videos
( Answered 04/16/12 11:00am ,Views by community 3 )
https://qlc.intuit.com/post/show_full/bfwpYQH0yr4y9qeJe_a0eh
Quicken Essentials
http://quicken.intuit.com/support/help/account-transaction-issues/total-of-an...
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