Working With Transactions
The Transactions view is where your financial activity appears and where most day-to-day financial management happens.
Every purchase, deposit, payment, transfer, and adjustment from your connected accounts shows up here. Learning how to work confidently in this view is one of the most important skills for keeping your finances accurate and organized - so that your spending, income tracking, reports, and tax records all work correctly.
By design, Quicken is meant to do most of the work for you, but there may be instances when you need to create or edit a transaction manually. Like many other things, Quicken makes managing your transactions simple!
Where to Find the Transactions View
Select Transactions from the left navigation to see activity across all accounts.
You can also select an individual account from the Accounts list to focus on just that account’s transactions.
By default, you’ll see a combined view of transactions from all connected accounts.
Why Working with Transactions Matters
Most financial issues don’t come from reports or budgets. They come from transactions that weren’t reviewed, categorized, or organized correctly.
When your transactions are well managed:
Spending and income records are accurate
Reports and budgets reflect reality
Tax preparation becomes easier
You can quickly find and correct issues
You always know where your money is going
What You Do in the Transactions View
This is where you:
Review newly downloaded transactions
Correct categories or payees
Split expenses across categories
Apply tags for projects or clients
Attach receipts for documentation
Use rules to automate organization
Search and filter to quickly find what you need
By learning how to work effectively with transactions, you’ll spend less time fixing mistakes later and more time confidently understanding your financial picture.
This is where daily financial management happens.
Learn More:
The topics in this section show you how to confidently work inside the Transactions view: