For a one-time transaction, click on 'No, I want to enter it' and enter the transaction details:
- Payees used previously can be selected by starting to type the payee name then making the selection from the drop down box. For a new payee, simply type in the payee.
- Enter an income or spending category. If you select a previously-used payee, a category will automatically be filled in for you. You can change this category if you need to, and you can click on Split to create a split transaction.
- Enter a note regarding the transaction in Memo if you want to, or leave Memo empty.
- Use the drop down box to select the account the transaction is to be entered into, or press the letter on your keyboard that corresponds with the first letter in the account. For example, press C to get Checking. If you have more than one account that starts with that letter, you can press the letter until the appropriate account shows (I would have to press C twice to select the account Credit Card after Checking). Note that directly typing in the account name will not work.
- The payment method is the transaction type. Choose the payment method if this field doesn't already reflect the correct payment method.
- Fill in the amount and date. Use the calculator to the right of Amount if you need to, and either directly enter the date or select it from the calendar to the right of Date.
- Enter a check number or other register transaction identifier.
- Click on OK, and your one-time transaction has been entered. If you need to make changes to the transaction, go to the account register you entered the transaction in.
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