Managing Your Personal Finances with Quicken [Electronic resources] : Visual QuickProject Guide نسخه متنی

Paycheck Setup (Mac)

Chapter 2 for more information on setting up accounts.

Begin by choosing Lists > Scheduled Transactions. The Upcoming Bills and Scheduled Transactions window opens. Click the Scheduled Transactions tab.

Click New. The Enter Transaction dialog appears.

Chapter 2, a transfer category is used to keep track of money that you move from one Quicken account into another. Use the transfer category Quicken automatically created when you set up the ESPP account to denote the transfer of funds to the ESPP stock account and then enter the deduction as a negative number.

Finally, you'll set up the schedule for this transaction, so Quicken remembers it for you. In the Scheduling section, choose the frequency of the transaction from the pop-up menu, depending on how often you get paid. Click Deposit in the Type section. Under Notification, choose Remind me about or Automatically enter from the pop-up menu, and choose how many days in advance you want to be reminded. Depending on which you choose, Quicken will give you a reminder that the deposit will be made, or will just enter it automatically in the register. If your paycheck is regular and the amount doesn't change from check to check, I recommend that you choose Automatically enter.

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If you use Apple's iCal calendar program, you can add a reminder of the transaction to your calendar by clicking the iCal button. When you are done with the transaction, click Record. Quicken asks if you want to record the current transaction and future transactions, or if you are just creating a scheduled transaction for future transactions. If you choose Schedule future transactions only, Quicken will think that you are just creating a future scheduled transaction, and will not enter the instance of the paycheck that you hold in your hand. You need to enter the paycheck for which you have the pay stub, so select Schedule all transactions and click OK.