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Balancing the budget with Quicken Online
#6
/ November 16, 2009 / 3:00 min.
Check your transactions with Quicken Online
On the Transactions tab in Quicken Online, you can access detailed information about money coming in and money going out. See transactions for the year to date, for the month or the week. In Transactions inQuicken Online
you can see where you're money comes from and where it's going.
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Quicktime show notes
Create a free Quicken Online account.
- On the left of the Transactions tab is a summary of your bank accounts.
- Below that you'll find Popular Questions. These provide useful information.
- In the center you can click the drop-down arrow by Show.
- Here you can show 30, 60, 90, and 120 days of transactions.
- You can also show month-to-date and year-to-date.
- The month tabs make it easy to go back to an earlier month to see transactions.
- Down the center you see the date of each transaction and the account it took place from.
- The check number is displayed if a check was used.
- You see all of the Payee information and a category.
- Some transactions are automatically assigned a category.
- Transactions that don't have Choose A Category next to them.
- You can click here, select the arrow, and pick a category. Using categories helps you to get a better idea when you use the Trends tab.
- In the Category column you can click Add to add categories you want. You can also delete categories you don't want.
- Lastly you see the Amount of each transaction.
- You can also download your transactions.
- On the left of the Transactions tab is a summary of your bank accounts.
- Below that you'll find Popular Questions. These provide useful information.
- In the center you can click the drop-down arrow by Show.
- Here you can show 30, 60, 90, and 120 days of transactions.
- You can also show month-to-date and year-to-date.
- The month tabs make it easy to go back to an earlier month to see transactions.
- Down the center you see the date of each transaction and the account it took place from.
- The check number is displayed if a check was used.
- You see all of the Payee information and a category.
- Some transactions are automatically assigned a category.
- Transactions that don't have Choose A Category next to them.
- You can click here, select the arrow, and pick a category. Using categories helps you to get a better idea when you use the Trends tab.
- In the Category column you can click Add to add categories you want. You can also delete categories you don't want.
- Lastly you see the Amount of each transaction.
- You can also download your transactions.
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