How to Change Account Register Preferences in Quicken

Configure decimal points, fonts, colors, and more register settings

When you create an account in Quicken, you get a transaction register where you can automatically or manually enter actions that affect the balance in your account, such as purchases and payments. You have the option of changing your account register preferences in Quicken to better meet your needs. For instance, you may want to automatically place the decimal point in a certain spot, fade out reconciled transactions, show dates before check numbers, or even change the fonts and colors used.

Some of the options available for customizing your account preferences in Quicken for Windows 2016, 2017, and 2018 appear below. In order to make any of these changes, choose the Edit menu in Quicken. Next, click Register in the left pane. You can then make your changes in the right pane and click OK to save those changes. 

Note: Some of these options don't work for investment accounts, since investment transaction lists don't work the same way as regular account registers. 

01
Automatically Place Decimal Point

This time-saving option automatically puts the decimal point two places to the left in any number you enter. For instance, you can type 67830 without a decimal point, and it will appear as 678.30 in your register.

02
Use Pop-Up Registers

You might opt for the use of pop-up registers if you have more than one register and you'd like to view and work in them at the same time. If you choose this option, each register automatically appears in its own window. 

03
Gray Reconciled Transactions

If you want your reconciled transactions to appear differently than others in your account register to make it easier to quickly distinguish them, then choose this option. Your cleared transactions will appear faded compared to the ones that are not yet reconciled. 

04
Show Date Before Check Number

This option switches the position of the Date and Num fields in the transaction register so that the date comes before the check number.  

05
Show Memo Before Category

This option switches the position of the Memo and Category fields in the transaction register.

06
Fonts

With the Fonts option, you can customize the style and size of the fonts used in all of your account registers. You may work with this option if you need to see the text more easily or want to fit more of it on your screen. You can always go back and choose Reset to restore the fonts to the original settings if needed.

07
Colors

This option allows you to change the color for each of your account registers so that you can easily distinguish one from the other. This step is different from changing your overall Quicken color scheme or background color. You can always restore the colors back to the original settings by going back to the menu and choosing Reset. 

08
Remember Register Filters After Quicken Closes

Register filters are used to view only certain transactions and are accessed under View on the register toolbar. You can choose this setting to keep filters in place each time you use Quicken, which lets you pick up from where you left off.