Quicken 2009

Setting up the Setup Preferences

To set up the setup preferences:

1. Click Setup in the Select preference type pane. Preferences are displayed in the right pane.

2. Select the option where you want the At-a-Glance Bar to appear � to the left side of the screen or the right side.

3. To minimize the account bar, select the relevant check box.

4. Choose the keyboard mappings option by selecting the relevant option.

5. To turn on Quicken sounds, select the check box.

6. To automatically minimize popup window, select the check box.

7. Click OK.

Setting up the Calendar preferences

To set up the calendar preferences:

1. Click Calendar in the Select preference type pane. Preferences are displayed in the right pane.

2. Choose the working calendar option from the two options � Calendar year or financial year. If you select the Financial year option, select the preferred starting month from the drop-down list.

3. Click OK.

Setting up the Backup preferences

To set up the backup preferences:

1. Click Backup in the Select preference type pane. Preferences are displayed in the right pane.

Remind after running Quicken (0-99) times: Quicken sends a pop up message reminding you to back up your data file after running Quicken the number of times you indicate. The default number of times is 3. If you do not want to be reminded at all, enter �0� in the field.

Maximum Number of backup copies: Quicken does not create and store any additional file after creating and storing the specified number of copies. Instead, Quicken overwrites the oldest existing backup file. The default maximum number of backup copies is 5.

Warn before overwriting old files: If you select the check box, Quicken sends a pop up message warning that an old back up copy will be overwritten.

Select the disk drive and path to the back up folder: Specify a default location, in the specified field, where you prefer your back up files to be stored. The default location is C:\.

Add the date to the file name: If you select the check box, Quicken helps you to identify which file is the latest backup.

2. Click OK.

Setting up the Web Connect preferences

To set up the Web Connect preferences:

1. Click Web connect in the Select preference type pane. Preferences are displayed in the right pane.

2. If you want to save the downloaded Web Connect data to a file, select the relevant check box.

3. To keep Quicken open after the Web Connect is completed, select the relevant check box.

Setting up the Alert preferences

To set up the Alert preferences:

1. Click Alerts in the Select preference type pane. Preferences are displayed in the right pane.

2. From the drop-down list, select, for which time period, the calendar notes in Alerts is to be displayed, such as last week, next month, Next 14 days.

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