Quicken Register Configuration...

JoelC
JoelC Quicken Canada Subscription Member ✭✭✭✭
edited January 2024 in All Things Canadian (Windows)
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.

Comments

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    You can change all the registers that are "the same type" at once.
    In the register that has the right setup:

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  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    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
    JoelC Quicken Canada Subscription Member ✭✭✭✭
    @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
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    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.
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  • JoelC
    JoelC Quicken Canada Subscription Member ✭✭✭✭
    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
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Re-read Chris's last paragraph, immediately above your reply.  He's already answered your question.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • JoelC
    JoelC Quicken Canada Subscription Member ✭✭✭✭
    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
    volvogirl Quicken Windows Other SuperUser ✭✭✭✭✭
    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."  

    I'm staying on Quicken 2013 Premier for Windows.

  • JoelC
    JoelC Quicken Canada Subscription Member ✭✭✭✭
    @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
    JoelC Quicken Canada Subscription Member ✭✭✭✭
    @All, oops, my bad, I found it! Just been one of those days!
  • JoelC
    JoelC Quicken Canada Subscription Member ✭✭✭✭
    As an aside, we DEFINITELY need this feature in Quicken for Mac, it is a HUGE time saver!
  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    edited December 2021
    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
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