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Best Quicken Tips and Tricks

Posted by sudhirmangla January 14, 2009

1.) Quicken Keyboard Shortcut :

Ctrl + H = Go to View Loans
Ctrl + I = Insert a transaction
Ctrl + J = Set up or pay a scheduled transaction
Ctrl + K = Go to the Financial Calendar
Ctrl + L = Select a class
Ctrl + M = Memorize a transaction
Ctrl + N = Go to a new transaction
Ctrl + O = Open a file
Ctrl + P = Print a transaction
Ctrl + R = Go to the register
Ctrl + S = Open the Split Transaction window
Ctrl + T = Recall a memorized transaction
Ctrl + V = Void a transaction
Ctrl + W = Go to Write Checks
Ctrl + X = Go to a transfer transaction
Ctrl + Z = QuickZoom a report amount

2.) Organize your categories

Quicken’s categories are the key to tracking your spending. But even though some of Quicken’s default categories may not work for you, those categories will still appear every time you view the Categories & Transfers window or use the pop-up category list in the account registers. Get rid of categories you’ll never use by choosing Lists: Categories & Transfers: Remove Unused Categories.

3.) Use Quicken faster Calculate feature

If you want to make a quick calculation while you’re entering data in the account register, you don’t have to reach for the calculator on your desk or in Dashboard. Instead, Quicken’s QuickMath feature gives you a simple “paper-tape” calculator (like an old adding machine) right in the account register. Here’s how to use it: While you’re in any field that you can enter an amount in, press an arithmetic-operator key (+, –, *, /, or =) to open the QuickMath paper tape. Enter the numbers you want to calculate, pressing an operator key between each number. When you’ve entered all your numbers, click on the Total but-ton at the bottom of the paper tape (or press enter). Quicken does the calculation and places the result into the field.

4.) Creating a report of unnecessary expenses

Quicken is loaded with reports that show you your expenses in just about every imaginable way. But have you ever wanted to see how much money you blow each month on stuff you really don’t need–you know, things like clothing, movies, and dinner out? If so, why not create a custom report and include only those categories you can live without? With this report in hand, you just may be able to convince yourself that your money is better saved than spent.

1. Choose Reports + Spending + Itemized Categories.
2. Click the Customize button in the Create Report dialog box.
3. Make any necessary changes to the Display and Accounts tabs (name your report, set date parameters, select accounts to track, and so on).
4. Select the Include tab, where you indicate the categories you want to include in the report.
5. Click the Clear All button to deselect the categories (why not start with a clean slate?).
6. Scroll through the list to locate the categories you want to include. To select a category, click it. (Be sure to select any subcategories as well.)
7. Click Create to generate a report that shows only the selected categories. 8. To save the report for future use, click the Memorize button, enter a name for the report, and click OK

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One Response to “Best Quicken Tips and Tricks”

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