How do I change the columns in a register?

You can choose the columns to display in your non-investment account registers. Each of your registers can be customized independently.

1. Open the account and go to the non-investment account register you want to change.

2. At the top of the register scrollbar, click the   icon.

3. Select the columns you would like to see in your register.

4. (Optional) Click the gear icon in the lower left corner of the column list. You can either apply your changes to all similar registers, or reset all similar registers to their default column set.

5. Click Done to save your changes.

Available Register Columns

Here is a list of the columns you can display in your registers. The columns available to choose from in a register change based on account type, and one- or two-line display status. To learn more about a column, click its name below.

• Amount

  Non-editable. Displays the amount to be added or subtracted from the account balance, as derived from the payment or deposit amount of the transaction.

• Attachments

  Non-editable. Displays a paper clip icon when an attachment has been added to a transaction. Choose Edit menu > Transaction > Attachments.

• Balance

  Non-editable. Displays the account balance.

• Category

  Editable. Displays the category assigned to a transaction.

• Check Number, Reference, or Invoice Number

  Editable. Displays the check (Cheque in Canada) or invoice number (requires Quicken Business & Personal), or any of several predefined transaction types; you can add customized types as well.

• Cleared

  Editable. Displays the cleared status of a transaction: c (cleared), R (reconciled), or empty (not cleared).

• Date

  Editable. Displays the date of a transaction.

• Deposit, Payment, Received, Increase, or Paid

  Editable. Displays the amount to be added to the balance of the account.

• Expensed

  Editable. Displays a column that lets you identify transactions as reimbursable expenses. For more information, see 

  How do I identify and charge reimbursable expenses?

• Flags

  Non-editable. Displays a flag icon when a flag has been added to a transaction. Choose Edit menu > Transaction > Notes and flags.

• Memo

  Editable. Displays the text of a memo that has been added to a transaction.

• Notes

  Editable. Displays the contents of a note that has been added to a transaction. Choose Edit menu > Transaction > Notes and flags.

• Payee, Description, Customer, or Vendor

  Editable. Displays the name of the person or company the transaction is being paid to or received from.

• Payment, Withdrawal, Charge, Spent, Decrease, Charged, or Billed

  Editable. Displays the amount to be subtracted to the balance of the account.

• Status

  Non-editable. Displays various icons that show the status of a transaction. To view the meaning of an icon, move your cursor over it.

• Tag

  Editable. Displays the tag assigned to a transaction.

• Tax Line-Item

  Non-editable. When a transaction is assigned to a category that is linked to a tax form line item, this column displays the name of the tax form and line item.

• Tax-related

  Non-editable. Displays a TurboTax icon when a transaction is assigned to a category that is linked to a tax form line item. To see exactly how it is linked, move your cursor over the icon.

• Downloaded Amount

  Non-editable. Displays the transaction amount that was downloaded from your financial institution. Used primarily for troubleshooting potential download issues with your financial institution.

• Downloaded ID

  Non-editable. Displays the transaction ID that was downloaded from your financial institution. Used primarily for troubleshooting potential download issues with your financial institution.

• Downloaded Memo

  Non-editable. Displays the transaction note that was downloaded from your financial institution. Used primarily for troubleshooting potential download issues with your financial institution.

• Downloaded Payee

  Non-editable. Displays the transaction payee that was downloaded from your financial institution. Used primarily for troubleshooting potential download issues with your financial institution. For new transactions, you can look-up the Downloaded Payee name online to easily identify fraudulent transactions. To do this, right-click the transaction and select Review Downloaded Payee and then the downloaded payee name. This enables you to search for the required payee online.

• Downloaded Posting Date

  Non-editable. Displays the transaction posting date that was downloaded from your financial institution. Used primarily for troubleshooting potential download issues with your financial institution.

• Downloaded Reference

  Non-editable. Displays the transaction reference that was downloaded from your financial institution. Used primarily for troubleshooting potential download issues with your financial institution.

• Action Buttons

  Select to display the Save, Edit, and Split buttons on the selected transaction in the register.