Working with Quicken Transactions

Quicken 2005 and later versions allow the user to move transactions from one account to another easily, with a few clicks of the mouse. Quicken makes it much easier to move one or more transactions at once when transactions have been entered into the wrong account.

There are a few ways to troubleshoot transaction download problems with Quicken.

See how you can create Quicken transactions directly from the Quicken home page. This feature works with Quicken 2007 and later.

To download PayPal transactions into Quicken, start with creating a cash account for PayPal transactions in Quicken. Then follow these steps to to download PayPal transactions to Quicken.

Quicken only supports importing QIF transactions to cash accounts. Learn how to import QIF files in Quicken when this is the only format your financial institution offers for transaction downloads.

Set up memorized payees in Quicken so that your transactions download with the correct categories. Learn how to set up memorized payees in Quicken so your preferred categories download with transactions and to make manually entering transactions faster.