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Merge accounts in quicken 2015 for mac3/13/2023 However, a category can also be something you spend money on (an expenditure) such as clothes, or it can be the name of an account that you're transferring money into (Savings). If it was the salary of your spouse, the category might be Spouse Category. Salary would be the category in that case. For example, you might have a deposit into your checking account from your paycheck. The account list is shown below.Ĭategories in Quicken help you to track the source of a deposit into or a withdrawal from an account. You can view a list of your accounts by going to either Tools>Account Lists. In addition to viewing your accounts in the Account Bar, you can also view a list of all them. If you want the Account Bar to appear on the right instead of the left side of the screen, go to View>Account Bar, and select an option. You will then see all transactions for that account. To view an account listed in the account bar, simply click on the account name. It is located on the left side of the Quicken screen. Whenever you create an account in Quicken, it will appear in the Account Bar and the Account List. It might be a checking or savings account however, it could also be your investments or cash flow. In Quicken, an account refers to anything that you want to keep track of. How to Use Quicken Accounts, Categories, and Tab s Understanding Accounts in Quicken
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