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Quicken for mac show balance manual#
Quicken for mac show balance download#

Today's Balance tells you how much you have in your account today, according to the transactions in your register.

Click the label next to the account balance at the top of the register window and select the type of balance you'd like to see.

You can change which balance is shown at the top of a register window.

Click a register column heading to sort by that column click again to sort by the same column, but in the opposite order.

You can show different columns for each account. Changes you make only affect the named register. Select the columns you wish to be displayed, and deselect those you don't, then click away from the list view to save your changes.

Click the Columns icon on the Register toolbar.

There are three ways to access the list of register columns:

To adjust the width of a column, drag the separator line between column headers.

You can rearrange the displayed columns by dragging the column headers to the left or right.

To reverse the sort order, click the column header again.

You can sort a register by clicking a column header.

Settings: View the settings for the selected account, including the download/connectivity settings.

Columns: Select the columns to hide or show in the register (or hold down the Control key and click in any column header to select from a list).

Reconcile: Reconcile the selected account.

Print: Print transactions from the selected register (or type ⌘P).

Paid: Mark the selected, scheduled transaction as paid (i.e.

Schedule: Create a new, scheduled transaction (bill or income reminder) OR create a scheduled transaction based on the selected transaction.

Delete: Delete the selected transaction (or type the delete key).

Split: Split the selected transaction (or click the split icon in the row or type option + ⌘ + S ).

Edit: Edit the selected transaction (or double-click or type ⌘E ).

Quicken for mac show balance manual#

New: Add a new manual transaction (or type ⌘N).

This contains commonly used register actions:

At the bottom of every register is the register toolbar.

To show all transactions again, click the Clear button ( ) in the Search field. You can search on payee, tag, category, amount, account, or any other column displayed in the register. Turn on additional columns to broaden your search or select the dropdown menu in the search field to narrow your search. All visible columns are searched by default.

To search or filter the register, just type into the search field in the filter bar.

Click the Clear Filter button to restore the default setting. Experiment with these settings to find the view that is right for you. Filter by date, transaction type, and more.

At the top of every register, you'll find a filter bar with tools to let you manage and filter what appears in the register.

Although the types of transactions vary from register to register, the basic entry techniques are the same whether you are using the register for a bank, cash, credit card, asset, or liability account. When you add a new account, Quicken creates a transaction register for that account. A transaction is any item that affects the balance in your account, such as purchase, credit, debit, or charge.

Quicken for mac show balance download#

Every Quicken account has a register where you can download or manually enter transactions for that account.