For new investment accounts, be sure to provide this information as necessary. Quicken needs to know the amount of cash you're managing in your investment account to accurately track it.Separate columns in the transaction list track whether each individual transaction affects the investment balance of an account, the cash balance, or both.You can use Quicken's investment transaction list to record cash transactions such as paying bills, creating online payment instructions, and recording deposits and withdrawals.Click Enter/New to enter another transaction, or Enter/Done to finish.The Number field corresponds to a register's Num field and is pre-filled for certain transaction types (for example, a deposit).įor printed checks, Quicken changes Print to a sequential check number after you print your checks. Enter the date and amount of the transaction in the appropriate fields.
