Quicken: Customizing your workspace preferences | lynda.com

Quicken’s Preferences allow you to set the
program up to match to your own personal style. To change the preferences, go to the Edit
menu, choose Preferences then choose Quicken Program. In the Preferences window, there are a
large number of Preference categories on the left side and the details on the right side. Here in the Startup Preferences, the first
thing we will set is On Startup Open To and the items in this pop-up menu are the
different tabs that are available in Quicken. You can see them on the background here. Bills, Banking, Business
and Tax. It doesn’t make a lot of sense to me to always
start Quicken up to the Setup tab since you only do that when
you are first using the program. Instead set it for either Bills or Banking. We will set it for Banking. If you
don’t like Quicken’s basic color scheme of blue, you can change it with this
pop-up menu. Your other choices are Green, Purple, certainly
not my favorite, and Tan. Fairly soothing, but we want to go back to
the basic blue. In the Setup category, you can choose whether
you want the Account bar, which you recall is over here, if you want it on
the left side of the screen or the right side of the screen. If you click Right side of the screen, things
are going to change immediately; they won’t change
until you click OK and then the Account bar will move. Let’s go back into Preferences. We will see that change the next time I click
OK. The Side Bar Display section
covers this bar over here. This has various tabs such as Guide Me, which
gives you help information, Community, which gets
you to Quicken Forums, and then different tools that are associated with each
of tabs that your are on. Finally
it gets you Quicken Services, which are variety services that Intuit offers. I won’t be covering the sidebar, so I’m going
turn it off. It hasn’t gone away
yet, but when I click OK it will. In the Keyboard Mapping sections you can
change the way Quicken handles Ctrl+Z, X, C and V. You can go to the Quicken
standard ways or you can use the Windows standard ways, which I find to be
easier to remember. So that Ctrl+Z, X, C and V are simply Undo,
Cut, Copy and Paste. If you don’t like the sound that Quicken makes
when you accept transactions or when you start up the program, you can turn
it on and off here and throughout the program, Quicken may show a little animation
when things change on screen. If you don’t like the animation, you can turn
it off by unchecking this box here. In the Calendar and Currency category you
can use whether you want to use the Calendar Year, in other words January to December,
or if you are running a business and you prefer to run on a fiscal
year, you can click Fiscal Year and start on any month that you like. In this training, we will be using the
Calendar Year throughout. The last category we will look at is the Backup
category. Quicken will
automatically remind you to backup and that’s a great thing. You can tell it to
remind you after you run Quicken three times, which is a default, or anytime
between zero and 99. Three is a good number so I suggest you to
keep it that way. You can also set the maximum number of backup
copies that Quicken will keep. Anywhere from one backup copy up to nine. I also suggest that you keep
the Warn Before Overwriting Old Files option turned on. Those are all the Preferences that we need
right now, so I’m going to click OK and you saw two things happen. The Account bar moves back to the left side
of the screen and the side bar disappeared altogether. Quicken Preferences allow
you to setup your workspace to work more efficiently to add or remove features
as you wish.

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