About the Essential Account Register
The Essential Account Register gives you quick and easy access
to everything you need to know about your current account balances
and transactions, without tedious data entry.
Use the register for accounts that you expect to update online,
instead of entering updated transactions one by one.
With the Essential Account Register, you can:
- See transactions and balances at a glance.
Your most important information-how much you have in your account,
and which transactions have cleared-is easy to find, without extra
details or clutter.
- Rely on Money to do the work for you. Online
updates give you the most recent information from your bank or
brokerage-no typing required!
- Keep an eye on your spending. Money
automatically categorizes your transactions into broad spending
areas and adjusts those categories based on what you've chosen in
the past. You can also add or change categories.
- Keep track of transactions that haven't cleared your
bank. If you want to see how a large check will affect
your bank balance, you can add it to your account register. Money
shows you the current balance that your bank is reporting, as well
as an adjusted balance that takes your check into account.
To determine whether an account is using the Advanced or
Essential Register, look in the top right corner of your account
register. You'll see a label indicating Advanced Register or
Essential Register.
Note
To learn more, see the Manage your accounts
video. To watch the Money videos, on the Help
menu, point to Instructional Videos, and then
click a title.