Quicken 2009

Setting up the Register preferences

To set up the Alert preferences:

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

2. In the Register fields area, select the relevant check boxes to set the following preferences:

To show date in the first column

To show memo before category

To show tag field

3. In the Data Entry area, select the relevant check boxes to set the following preferences:

To enter the split data automatically

To place decimal points automatically

4. In the Register Appearance area, select the relevant check boxes to set the following preferences.

To show transaction toolbar

To show attach button

To grey reconciled transactions

To maximize your register view and remove tool bar

Note: To change the font, use the Font button and to change the register colors, use the Colours button.

5. If you want to remove memorized payees not used for a certain months, select the relevant check box. Specify the number of months in the small field.

6. If you want to keep register filters after Quicken closes, select the relevant check box.

7. Click OK.

Setting up the QuickFill Preferences

To set up the QuickFill preferences:

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

2. In the Data entry area, select the relevant check boxes to set the following preferences:

To use enter key to move between fields

To complete fields using previous entries

To recall memorized payees (this requires automatic completion)

To provide drop-down lists on field entry

To capitalize payees and categories

To show buttons on QuickFill fields

3. In the Automatic list updating area, select the relevant check boxes to set the following preferences:

To memorize new payees automatically

To memorize to the calendar list automatically

To add address book QuickFill group items to memorized payee list

Setting up the Notify Preferences

To set up the Notify preferences:

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

2. In the Notify area, select the relevant check boxes to notify during the following instances:

When you enter out-of-date transactions

Before you change existing transactions

When you enter uncategorized transactions

To run a reconcile report after reconcile

If a cheque number is re-used

Setting up the Write Cheques Preferences

To set up the Write Cheques preferences:

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

2. Select the printed date style from the two options � 4 digit year or 2 digit year.

3. In the Cheque settings area, select the relevant check boxes to set the following preferences:

To spell currency units

To allow entry of extra messages on cheque

To print categories on voucher cheques

To change date of cheques to date when printed

Setting up the Downloaded Transactions Preferences

To set up the Downloaded Transactions preferences:

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

2. Select the relevant check boxes to set the following preferences:

To apply renaming rules to downloaded transactions

To create rules automatically when manually renaming

Not to display a message when renaming

To capitalize first letter only in downloaded payee names

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