Quicken Window Tips

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Quicken is a powerful personal finance tool with a wealth of features. There are so many features that it is easy to miss many of the things you can do. To help you find new ways to use and improve your Quicken experience, we’ve assembled a number of tips. You’ll find tips here for both beginners and power users. The more you know, the better your Quicken experience will be.

Getting the latest transactions is as easy as OSU

Did you know you use One Step Update (OSU) to add the latest transactions from your bank into Quicken?   OSU contacts all of your financial institutions and gets the latest transactions. If you are using Quicken for the Web or Quicken Mobile, it also syncs your transactions with those Quicken versions. Be sure to use OSU before and after every session.

Global Search makes finding transactions easy

Did you know you can use theGlobal Search on the Title Bar to find transactions for a specific amount, payee, category, tag, memo, date, or check number? The global search finds information across all of your accounts.

How to get Quicken to start on a specific page

The Home page in Quicken is useful and easy to customize, but you don't have to start at the home page. If there is a page you use the most in Quicken, or one you want to automatically check every time you start up the program, you can make that your default startup page. To do that, you just need to select that page in the Preferences.

Remember, you can get to Preferences by selecting Edit Preferences. From there, choose Startup. Select the appropriate screen under Startup location.

The next time you launch Quicken, the page you select will be your new default startup page.

Another thing you can do on the Startup preferences page is set Quicken to automatically Download transactions on startup. This can save you a step when you first launch Quicken.

Use import to get more than 90 days of transactions

Did you know that Quicken can only access your most recent 90 days of transactions from your financial institution (FI) when you add an account?

Some FIs support downloading transactions that can be imported into Quicken. You can use that option to import past transactions into Quicken. Users often want to have at least the current year’s transactions to start with. You can find the list of FIs that support downloading transactions into Quicken on the support site.

Moving your account bar

You can use Navigation preferences to customize your Quicken experience. Your account bar, for example, normally appears on the far left side of your screen. You can use the Navigation preferences to move the account bar to the right side of your screen.

Navigation preferences also control other parts of your Quicken experience such as whether to use Classic menus or to display the Quicken toolbar.

Remember, you can get to your preferences by selecting Edit Preferences. From there, choose Navigation.

Do you love keyboard shortcuts?

Keyboard shortcuts make navigating through Quicken faster and easier. We have many keyboard shortcuts that can help you get straight to where you need to go. Here are some popular shortcuts. For a full list, look up Keyboard Shortcuts in the help.

Action Keyboard Shortcut
Toggle between standard and full screen F11
Select an item in a list First letter of item, then press DOWN ARROW as needed
Print CTRL+P
Go to the Home tab ALT+Home
Go to the Write Checks screen CTRL+W
Go to the Calendar CTRL+K
Go to the Account List CTRL+A
Go to the Category List CTRL+SHIFT+C
Go to the Tag List CTRL+L
Go to the Bill & Income Reminders dialog CTRL+J
Go to the Manage Hidden Accounts dialog CTRL+SHIFT+M
Go to the Memorized Payee List CTRL+T

How to change colors in Quicken

Are the regular colors of Quicken giving you the blues? You can change those colors, just select Colors under preferences. From there you can change the color of the background, the charts and graphs, and the tabs.

Remember, you can get to your preferences by selecting Edit Preferences. From there, choose Colors.

Do you prefer wide or narrow register rows?

When you are viewing transactions in the register, do you find yourself wishing that the entries had more space so you could easily read the text. On the flip side, would you rather have shorter rows so that you can see more entries? Quicken gives you a choice between comfortable, standard, and compact row heights. Here is a quick look at the difference:

Remember, you can get to your preferences by selecting Edit Preferences. From there, choose Register, then Row Height.

See two lines of information in your register

Did you know you can adjust your register to show a two line display? The Register normally displays a single line of information, which is sufficient in most cases but sometimes there is more information to see. You may find that a two-line display gives you a better view of your information. to make this change

To switch between one-line and two-line display in your register, press CTRL+2.

Make a backup of your data file regularly

Just like all programs that store key data, the safest and smartest thing you can do is to make sure you have a backup of your file. To make a backup of your data file, press CTRL+B. You can also find the option on your File menu.

If you want to set up periodic backups, go to Edit Preferences. From there, choose Backup. You can set Quicken to automatically make the backup or to give you reminders to perform the backup yourself.