Online banking does supply the Payee name for your credit card accounts or for debit purchases. Different banks handle the register details differently, however. To compare the downloaded data with your register, click the Compare To Register button. Quicken splits the window, with the register showing in the top half and the list of transactions underneath. (more…)

Account, Online, Statements, Transfers Hide

6. (Optional) Provide a memo description.

Enter a description in the Memo box.

7. Categorize the payment.

Use the Category drop-down list box to describe the payment as falling into some expense category. (more…)

Banking, Online, Payments, Recurring Hide

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