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.

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.

Note for our Canadian Customers

The following terms will be different in the Canadian releases of Quicken.

Canada: "Cheque" / United States: "Check"
Canada: "Colour" / United States: "Color"
Canada: "Centre" / United States: "Center"
Canada: "Realise" / United States: "Realize"
Canada: "Behaviour" / United States: "Behavior"
Canada: "Analyse" / United States: "Analyze"