Overview
The Transactions dashboard is where you review, edit, and organize the financial activity in your Quicken accounts.
Each item you see here is a transaction — a purchase, deposit, payment, transfer, refund, fee, adjustment, or other activity that affects an account balance. Transactions are usually downloaded from your connected accounts, but you can also add them manually when needed.
This dashboard is where day-to-day financial management happens. From here, you can correct payees, assign categories, add tags, split transactions, attach receipts, mark items as reviewed, and search or filter your records.
Keeping your transactions accurate matters because they power many other areas of Quicken. Your spending, income, reports, budgets, tax-related records, and business tracking all depend on your transactions being complete and correctly organized.
What You See Here
The Transactions dashboard is always available by selecting Transactions from the left navigation.
View Controls (Top of Page)
At the top of the page, three tabs let you control what transactions you're viewing.
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All: Shows spending and income together in one list. This is the main working view for reviewing, editing, and managing transactions day to day. You can also select an individual account from the Accounts list on the left to focus on just that account.
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Spending: Focuses on expense transactions so you can review where money is going.
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Income: Focuses on deposits, payments received, and other money coming in.
When your transaction list is long — and for most active users it will be — mixing spending and income together can make it harder to focus. The three tabs let you direct your attention where it's needed without having to set up a report or apply complex filters.
Summary
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Net Worth
Shows your combined balance across all connected accounts, along with the number of accounts included. -
Reminders
Surfaces upcoming bills or scheduled transactions.
Transaction List
The Transaction List is the main table where your transactions appear. This is where you:
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Review and edit transactions
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Search and filter activity
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Organize your financial data
Transactions are sorted by date, with Pending transactions (bank has authorized but not yet fully processed) grouped at the top.
The columns shown are the defaults, but you can customize them (see Customizing Your Transaction Columns.
Tools & Shortcuts
Just above the Transaction List, you’ll find:
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Quick filters
(This month, Uncategorized, Unreviewed)
One-click shortcuts to the transactions most likely to need attention -
Controls
Search, Date, Filter, and + New
Use these to find transactions or add one manually
Why Reviewing Transactions Matters
Most financial issues don't start with reports or budgets — they start with transactions that weren't reviewed, categorized, or organized correctly. When your transactions are accurate and well maintained:
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Spending and income records reflect reality
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Reports and budgets you run are trustworthy
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Tax preparation is less painful
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You can quickly find and correct issues before they compound
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You always know where your money is going
A good habit is to review new transactions regularly, especially downloaded transactions that need a category, tag, note, attachment, or other correction.
What You Can Do in the Transactions View
This is where you:
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Review newly downloaded transactions
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Correct categories or payees
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Split expenses across multiple categories
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Apply tags for projects or clients
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Attach receipts for documentation
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Flag transactions for follow-up
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Mark transactions as reviewed
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Set up rules to automate future categorization
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Search and filter to quickly find what you need
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Add a transaction, invoice, or sales receipt manually
Use the Transactions Dashboard to…
Clean up downloaded activity
After transactions download, review anything that is uncategorized, unreviewed, or missing details. This helps keep reports and spending records accurate.
Find a specific transaction
Use search, filters, dates, accounts, categories, payees, tags, or other details to locate a transaction quickly.
Prepare for reporting or taxes
Review categories, tags, attachments, and business/personal assignments before running reports or preparing tax-related records.
Track business and personal activity separately
In Quicken Business & Personal, use the business/personal designation, categories, tags, clients, and projects to keep business and personal financial activity separate and organized.
Examples
You want your reports to be accurate
Go to the Transactions Dashboard and review uncategorized or unreviewed transactions before running a spending, income, profit and loss, or tax report.
You need to find a charge
Search or filter by payee, amount, date, account, category, or tag to quickly locate a specific transaction.
You are getting ready for taxes
Review tax-related categories, business/personal assignments, tags, and attachments so your records are easier to use later.
You run a business and use personal and business accounts
Review transactions regularly to make sure business expenses, client payments, transfers, and personal activity are categorized correctly.