List of Register Columns

The columns you can display in your Quicken for Mac registers offer a robust set of features for tracking and understanding your financial transactions. The availability of these columns may vary based on your account type and whether you're using a one-line or two-line display view. For an in-depth look at each column, see the details below:

Action

Allows you to specify Actions as set up in the Action window. Not commonly used.

Amount

This column is non-editable and automatically calculated. It shows the numerical amount that will be added to or subtracted from your current account balance. The value is derived from either the payment amount or deposit amount of each individual transaction.

Attachments

Non-editable. A paper clip icon will appear in this column when an attachment like a receipt or invoice has been added to a transaction. This provides an easy way to reference supporting documents.

Balance

Non-editable. This column displays your account balance after each transaction, helping you keep track of your current financial standing.

Check

Editable. For transactions involving checks, this column allows you to input or edit the check number, helping to match physical checks with their digital records.

Clr (Clearance Status)

Editable. This column uses symbols to indicate the clearance status of each transaction. A "c" means the transaction has been cleared, an "R" means it has been reconciled with your bank statement, and an empty space indicates the transaction has not been cleared yet.

Date

Editable. This column allows you to input or edit the date of each transaction, providing a chronological record for your financial history.

Deposit

Editable. Here, you can input or edit the deposit amounts, allowing you to see how each deposit affects your overall account balance.

Entered

Non-editable. This column displays the date and time when the transaction was originally entered into the Quicken system, offering insight into the chronological order of data entry.

FITID (Financial Institution Transaction ID)

Non-editable. This column shows a unique identifier for each transaction as provided by your financial institution. This is useful for troubleshooting and for advanced financial tracking.

Match Status

Non-editable. This column indicates whether the transaction has been matched or not with a downloaded transaction data from your bank, helping to avoid duplicates or discrepancies. Statuses include:

Matched: Indicates that Quicken successfully found an exact match for the downloaded transaction with a transaction already in the register.
Unmatched: Quicken was unable to find a corresponding transaction in your register. These need to be manually reviewed and possibly entered.
Matched (Auto): The software automatically matched a downloaded transaction to one in the register based on certain criteria like amount and date. While usually accurate, these should still be reviewed.
Needs Review: For transactions that have similarities but are not identical, you may see this status. This indicates that you should manually verify the transaction.
Downloaded: This status signifies that a transaction has been downloaded from your financial institution but has not yet been matched to any manual or auto transaction. In essence, it’s a “new” transaction that Quicken has yet to process or reconcile with any existing entry.

Memo/Notes

Editable. This is where you can add additional textual notes or memos to each transaction. These could include reminders, clarifications, or additional details.

Modified

Non-editable. This column shows the most recent date and time that the transaction was modified in Quicken, which can be helpful for auditing and tracking changes.

Payee

Editable. This column allows you to input or edit the name of the person or company involved in the transaction. This could be who you paid money to or received money from.

Payment

Editable. For payments, this column lets you input or modify the amount that is being subtracted from your account balance, helping you track expenditures.

Posted

Non-editable. This shows the date on which the transaction was officially confirmed or posted by your financial institution, serving as a record of when the transaction actually occurred according to your bank.

Quicken Name

Non-editable. This shows the internal Quicken system name for the transaction. This is primarily useful for advanced users and for technical support scenarios.

Reference

Non-editable. This column is used to store downloaded reference numbers and is primarily used for credit card transactions.

Statement Amount

Non-editable. This column reflects the transaction amount as it appears on your official bank or account statement, providing a basis for reconciliation.

Statement Memo

Non-editable. If your bank provides a memo or note for a transaction in your official statement, it will appear here.

Statement Payee

Non-editable. This shows the payee’s name as it appears on your official account statement, which might differ from what you've entered manually.

Status

Non-editable. The column appears as a dot. This column has icons representing various transaction statuses, such as pending, completed, or flagged. Hover your cursor over each icon to see a tooltip explaining its meaning.

Sync ID

Non-editable. This column contains a unique identifier used by Quicken to sync and manage the transaction data across multiple devices or platforms.

Transfer

Editable. In this column, you can indicate whether a transaction is a transfer to or from another account. You can also specify which account is involved in the transfer, aiding in the organization and reconciliation of fund movements between accounts.