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To enter a new transaction on your mobile device:
1. Tap Add icon on your iOS or Menu icon on your Android device and choose Add Transaction.
2. Based on your location, quicken presents a list of local merchants. You can choose one of them as the payee, or enter a payee of your own.
3. Quicken defaults to a debit or credit card expense. If needed, you can tap Expense to record a check, add an income transaction, or to change the account.
4. Use the keypad to enter the transaction amount and tap Next.
5. Assign a category, tag, and memo. To save time, you can skip these for now. You can sync and update the transaction later in your desktop software.
6. Tap Done. The transaction is added to the account on your mobile device. The next time you sync, it’ll sync to your desktop software.
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