Quicken Register Configuration...

JoelC

I have just moved to a larger monitor.

I have reconfigured one of the new registers to look the way I want on the larger monitor.

Is there a way to copy the setup -- not just the columns but the spacing of the columns -- to all the other registers or do I need to go through all of the registers one at a time, which would be a royal PITA.

Thanks.

Chris_QPW

You can change all the registers that are "the same type" at once.
In the register that has the right setup:

UKR

When you open the selection list Register Columns in your account register, at the bottom of the list you will see a gear icon. Click it and you will see a small popup.
One of the selection lines says something like "Make all 2-line Checking registers the same".
Click this and all banking account registers of type = Checking that are set to 2-line mode will be changed to look like the current register.

Repeat this procedure for all other account types, Savings, Asset, etc.

JoelC

@UKR and @Chris_QPW , I think you both.

Is there something similar for investment accounts and, if yes, where can I find it as it does not appear within the gear icon.

Thanks.

Chris_QPW

JoelC said:

@UKR and @Chris_QPW , I think you both.

Is there something similar for investment accounts and, if yes, where can I find it as it does not appear within the gear icon.

Thanks.

There is only one configuration of all investment accounts, they can't be configured separately.  Just adjust one of them and you are done.

JoelC

Appreciate the answer but not what I was asking.

Is there, similar to the checking accounts and savings accounts, a way of co figuring 1 register and then making all investment account registers look the same?

Thx!

NotACPA

@joelc,

Re-read Chris's last paragraph, immediately above your reply.  He's already answered your question.

JoelC

Apologies but I must be missing something, I am talking about the column alignment / spacing of the investment accounts, is there a way to align the columns of one and “copy” them to all the others?

volvogirl

This doesn't apply?  "There is only one configuration of all investment accounts, they can't be configured separately.  Just adjust one of them and you are done."  

JoelC

@volvogirl , @NotACPA and @Chris_QPW , sincere apologies, I had to -- for some reason -- restart Quicken and then all good!

One more, how about for Property and Debt, that does not seem to work either like Checking/Savings accounts or Investment Accounts (even after a restart)!

TIA!

JoelC

@All, oops, my bad, I found it! Just been one of those days!

JoelC

As an aside, we DEFINITELY need this feature in Quicken for Mac, it is a HUGE time saver!

Chris_QPW

JoelC said:

As an aside, we DEFINITELY need this feature in Quicken for Mac, it is a HUGE time saver!

It certainly has been suggested.  

EDIT here is the suggestion:
https://community.quicken.com/discussion/7320951/add-ability-to-set-default-columns-sort-and-sizes-to-registers-in-quicken-mac-123-legacy-votes