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Quicken Configuration

JoelC

I just "moved" into a new computer and as part of the process I decided to do a clean install including reviewing all of the settings in Quicken (or , at least I thought I would).

I reviewed all of the settings in Edit > Preferences. This went quickly and smoothly.

I then moved on to the dashboards, the registers, the reports, the tabs, etc.

I was amazed and the flexibility and number of configuration options many of which were difficult to sort out because the link to "?" in the configuration was broken and kicked up a 404 error.

I would appreciate insight into other users go about configuring the vast number of configuration options.

Is it — as I suspect to be the case — as simple as configure as I go and need a feature?

Thank you.

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Windows

QWIN - Canada

Comments

Quicken Kristina

Hello @JoelC,

To assist with this, I tested in Quicken Windows for Canada and see the same 404 error that you mentioned. I have reported the issue to the proper channels for further investigation and resolution. In the meantime, here is the link for the Quicken for Windows help articles:

https://info.quicken.com/win/

Were there any specific features you wanted more information on configuring or setting up?

I look forward to your reply!

(CTP-11810)

JoelC

@Quicken Kristina as always, much appreciated and thank you.

JoelC

I am reviewing my Quicken confirmation and would appreciate assistance with the difference between and investment form (Googled but could not find anything helpful) and an entry in the investment transaction list (which I understand to be the registry entry).

Thank you.

nmestanas

Yeah, a bit confusing. I am a US based user so my version may function differently.

With the box checked, if you open, for example, the Investment Transactions Report. you should see the list of all transactions, across all accounts (assuming you haven't customized the report). Mine will include my 401Ks and another investment account. If you double click on an entry, it will open the form used to input the entry into the account. Be wary, this opens in Edit Mode. If you need to make an edit, you don't have to hunt for the right entry.

If you uncheck the box, open the same Investment Transaction Report. select the same transaction as above, you'll go to it's row in the register (transaction list), not the input form. If you need to open the input form, you then double click on the entry.

JoelC

@nmestanas appreciated and got it, much thanks! Works the same in Canada as in the US.