Change the Way Quicken Works With Account Register Preferences

1
Get Into Quicken Preferences

Set Quicken register preferences to change how account registers look and work.
Quicken Register Preferences. Screen Shot Shelley Elmblad

Quicken Register Preferences change the way account register looks in Quicken, and how you can use and move around in account registers.

Some of the options mentioned in this tutorial are available for the most recent Quicken version. If your Quicken version is older, you will still see the majority of register options discussed here.

To Get Into Quicken Register Preferences

  1. Click on Edit, then click Preferences
  2. Click on Quicken Program
  3. Click on Register

You will now see the specific settings for the register preferences on the right side of the Quicken preferences window.

2
Choose Quicken Register Options

Set a color for different types of accounts in Quicken.
Set Quicken Account Register Colors. Screen Shot Shelley Elmblad

The first options you see are the main Quicken register preferences.

Register Fields: Change the way ​date, memo and tags are displayed in registers.

Data Entry:

  • Automatically enter split data. Automatically open the split transaction dialog when entering transactions.
  • Automatic categorization. Select to have Quicken suggest categories for transactions.
  • Automatically place decimal points. Works with the pop-up calculator, which you see in the Payment or Deposit field when entering transactions. Select this setting to automatically enter decimal points two places to the left on the calculator.

Register appearance:

  • Show transaction toolbar. Select to see Enter, Edit and Split when a transaction is selected or being entered in registers. Choose this unless you use Quicken shortcut keys.
  • Show Attach button. Used for Quicken Attachments.
  • Gray reconciled transactions: Makes it easier to differentiate reconciled from unreconciled transactions.
  • Maximize register view. Gives individual transactions more space on your screen.
  • Fonts. Select font to be used in registers.
  • Colors. Assign different colors to account types.
  • Remove memorized transactions not used in ___ months. Suggested setting is 6 months. Select to have Quicken remove memorized payees which have not been used in the number of months specified from the Memorized Payee List.
  • Keep register filters after Quicken closes. Register filters are used to view only certain transactions and are accessed under View on the register toolbar. Choose this setting to keep filters in place each time you use Quicken, which is not something most people want to do.

Click OK to save changes and close Quicken Preferences, or click on one of the other preference selections before saving changes.

3
Choose QuickFill Options

Drop down lists make entering transactions in the Quicken easy.
Drop-down List in a Quicken Register. Screen Shot Shelley Elmblad

Quickfill preferences give data entry and automatic updating options in Quicken. You can override QuickFill options for individual transactions when you want to.

Data Entry:

  • Use the Enter key to move between fields. By default, the Tab key moves between fields in Quicken registers. Select this option to use the Enter instead.
  • Complete fields using previous entries. Uses previous transaction information to complete fields automatically.
  • Recall memorized payees. Uses previous transactions to fill in payees automatically. Must have Complete fields using previous entries selected for this to work.
  • Provide drop down lists in field entry. Gives a list of choices to select from for each field in registers.
  • Capitalize payees and categories. Provides automatic capitalization.
  • Show button on QuickFill fields. Shows register field drop-down lists when you click on a field.

Automatic list updating:

  • Automatically memorize new payees. Saves new payees to the Memorized Payee List. Quicken only memorizes up to 2,000 payees so if you reach that many, delete unneeded payees from the Memorized payee list under Tools in Quicken, or press Ctrl + T.
  • Automatically memorize to the Calendar list. Automatically add memorized payees in the Financial Calendar, making it easier to create scheduled transactions.
  • Add Address Book QuickFill group items to QuickFill list. Adds names and addresses from the Quicken Address Book to the QuickFill list. The Quicken Address Book is found under Tools and is used for organizing contact information and for printing checks and envelopes. If you use this option, select Include this Payee in QuickFill list on the Payee tab in the Edit Address Book Record.

Click OK to save changes and close Quicken Preferences, or click on one of the other preference selections before saving changes.

4
Notify Options

Quicken warns you if you are about to enter a duplicate check number.
Duplicate Check Number Warning in Quicken. Screen Shot Shelley Elmblad

Notify Preferences change the way you are notified of problems while using Quicken.

  • When entering out-of-date transactions. Quicken will notify you if you try to record a transaction with a date from a year other than the current year, giving you the option to keep the year as entered or change it.
  • Before changing existing transactions. Warns you when you try to modify a transaction, giving you the option to go ahead and change the transaction or back out of transactions you do not want to change.
  • When entering uncategorized transactions. Quicken will warn you when you do not assign a category to a transaction. You can still enter the transaction without a category, or you can choose a category.
  • To run a reconcile report after reconcile. Use this setting to have Quicken automatically ask if you want a reconciliation report after an account is reconciled.
  • Warn if check number is reused: Quicken will warn you if you try to enter a duplicate check number.

Click OK to save changes and close Quicken Preferences, or click on one of the other preference selections before saving changes.

5
Write Checks Options

Fill in the Quicken check printing form to print a check and add it to Quicken account register.
Print Checks in Quicken. Screen Shot Shelley Elmblad

Write Checks preferences in Quicken changes how checks are printed, and you don't need get into these settings unless you will be printing checks.

Printed date style: Set preference to 4-digit or 2-digit year, for example, 2008 or 08.

Check Settings:

  • Spell currency units. Quicken will spell out the currency unit in the second amount field, for example, One Hundred Dollars Only or One Hundred Only.
  • Allow entry of extra message on check. Use this option to print a message on checks in an area that cannot be seen when check is mailed in a window envelope. Add messages to checks from the Write Checks window by clicking on Cash Flow menu, then click Write Checks.
  • Print categories on voucher checks. Print up to 16 lines of split transaction information on the voucher page that is attached to voucher checks.
  • Change date of checks to date when printed. Prints the print date on the check, not the transaction date as entered in a Quicken register.

Click OK to save changes and close Quicken Preferences, or click on one of the other preference selections before saving changes.

6
Set Quicken Renaming Rules Preferences for Downloaded Transactions

Quicken renaming rules for downloaded transactions.
Set Quicken Renaming Rules. Screen Shot Shelley Elmblad

Use the Downloaded transactions preferences in the Register preferences for setting renaming rules for downloaded transactions. Renaming rules are used to set preferred payee names that make sense to you in downloaded transactions. For example, a credit card charge made at a Home Depot store may download as The Home Depot USA 5925. Using renaming rules will let you reset this payee to Home Depot, which keeps your account register looking cleaner.

Quicken will prompt you to see if you want to use renaming rules while accepting downloaded transactions, and you can establish renaming rules in advance as well.

  • Apply renaming rules to downloaded transactions. Select to have Quicken use existing renaming rules to rename similar payees in future downloaded transactions automatically.
  • Automatically create rules when manually renaming. Select this option to have Quicken create renaming rules when you manually edit payee names.
  • Don't display a message when renaming. Select this, so the window which notifies you that renaming is occurring does not pop up.
  • Renaming Rules button. Click this button to create payee renaming rules.
  • Capitalize the first letter only in downloaded payee names. Sometimes a downloaded transaction will list a payee in all capital letters. Choose this option to automatically have CRABGRASS LAWN SERVICE changed to Crabgrass Lawn Service in the register.

Click OK to save changes and close Quicken Preferences, or click on one of the other preference selections before saving changes.