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Writing Checks
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Quicken s Write Checks window uses a basic check-like interface to record checks. You enter the same information that you would write on an actual check. You then tell Quicken to print the check based on the information you entered. (I explain how to print checks later in this chapter, in the section titled Printing Checks. ) To open the Write Checks window, choose Banking | Write Checks or press CTRL-W. The Write Checks window, which is shown in Figure 5-4, appears. If
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Quicken 2009 The Official Guide
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Figure 5-4 Here s the Write Checks window, with a few checks already created.
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necessary, choose the name of the account for which you want to write checks from the drop-down list near the top of the window. Then enter the necessary information for a check and record the transaction.
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Overview of the Write Checks Window
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The Write Checks window is a busy place, with a lot of information and options. Before I explain how to use it to enter transactions, let s take a look at its options.
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The Button Bar The Write Checks window s button bar includes a number of buttons and menus for working with transactions and changing the window s view:
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Delete deletes the selected transaction. When you click this button, a dialog appears to confirm that you really do want to delete the transaction.
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5 / Recording Bank and Credit Card Transactions
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Find displays the Quicken Find dialog, which you can use to search for transactions based on a variety of criteria. I explain how to search for transactions later in this chapter, in the section titled Searching for Transactions. Edit is a menu full of commands for creating, editing, and working with transactions. I discuss many of these commands later in this chapter, in the section titled Working with Existing Transactions. Order Checks displays the Checks & Supplies page of the Quicken Services window, with information on how you can order check stock that is compatible with Quicken. Payments displays the Bills & Deposits list, which I discuss in 7. This option is only available if you are using the Write Checks window to send an online payment instruction. Payees displays the Online Payee List window, which I cover in 6. This option is only available if you are using the Write Checks window to send an online payment instruction. Report displays a menu of reports that are available for the selected transaction. Use commands to generate reports from within the Write Checks window. I tell you more about Quicken s reporting features in 9. Options displays the Quicken Preferences dialog, which you can use to customize the way the Write Checks window looks and works; I tell you more about customizing Quicken in Appendix B. Print enables you to print checks. I tell you more about that later in this chapter, in the section titled Printing Checks. How Do I displays the Quicken Personal Finances Help window, with a list of topics related to the Write Checks window.
Account List The Write Checks From drop-down list near the top of the
window displays a list of accounts from which you can write checks. Be sure to choose the correct account from the list before entering check information.
Check Form The middle of the window displays a form that looks and works a
lot like a paper check. This is where you enter transaction information.
Checks To Print The Checks To Print area of the window lists all of the checks that have been entered in the Write Checks window that have not yet been printed. When you enter a transaction in the Write Checks window, it is added to this list.
Quicken 2009 The Official Guide
Entering Transactions in the Write Checks Window
The Write Checks window (refer to Figure 5-4) is like a cross between a paper check and Quicken s account register window. You fill in the check form like you would fill in the blanks on a paper check. Quicken s QuickFill feature makes data entry quicker and easier by recalling entry information from similar transactions to the same payee, and its automatic categorization feature can automatically guess the category for many new transactions. You must enter a valid Quicken category in the Category field, just as you would when entering a transaction in the account register. Clicking the Record Check button completes the transaction and adds it to the Checks To Print list (see Figure 5-4), as well as the account register, as shown here:
Consult the section Using Account Registers, earlier, for details about the information that should be entered into most fields. Here are a few additional things to consider when entering transactions in the Write Checks window.
Addresses on Checks If you enter an address on the check, you can mail the check using a window envelope. The address is automatically added to the Quicken Address Book. You can click the Address button in the Write Checks window to display the Edit Address Book Record dialog, which you can use to modify an address in the Address Book. Check Memos If you enter a note on the memo line of a check, it might be
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