With each keystroke, past transactions are searched for payees with names that begin with the text already entered. Transactions can be auto completed by typing into the payee (description) field. Moneydance has an auto completion feature for transactions. The Quick Entry interface is not available though the Reminders view, Loan registers, the Budget screen, or graphs and reports. Moneydance will “guess” the account and category of the transaction based on how you’ve categorized similar transactions in the past.Ĭlick the “Edit” button to change the transaction and the “Record” button to enter it into the register. Typing within the search box will bring up a quick entry interface. The quick transaction entry interface is an easy way to enter transactions from within the search box. This will create the next split with the reminder, £60. You can amend the first split to £40, and select 'New Split'. For example - If you enter £100 into the transaction payment field, then select the "Split" button.
#Quicken for mac 2017 transaction not shown in this filtered view full#
When entering a transaction, if you enter the full amount into the payment field, before opening the split window -Įach split entered will calculate the remaining amount. Click the Done button when finished (⌘-W or Ctrl + W). To record a split, click the New Split button (or use the keyboard shortcut ⌘-N or Ctrl + N) for each split transaction you want to enter, then specify the amount, category, and description/memo for the split.
To split a transaction into several categories, create a new transaction or double click a transaction to edit it, then select the Category field to open the Category drop-down menu and click the “Split” button at the top (or press ⌘-L or Ctrl + L on your keyboard). Sometimes you may want to create a transaction containing more than one category.įor example, you may make a purchase at a grocery store with is partially groceries and partially a reimbursable business expense. If enabled, you'll hear the cash register sound to confirm the transaction has been entered into the register.ĭouble-click on an existing transaction to edit it. The New Transaction dialog box is located at the very bottom of your screen, where you can input the transaction details. You can also create a new transaction by typing ⌘N.
To create a new transaction click the New Transaction button at the top right of the account register screen.
0 kommentar(er)
