How do I customize in Quicken?

How do I customize in Quicken?

Click the Home tab. On the top of the page, click the button to open the view you’d like to customize. Click Customize.

Can I customize categories in Quicken?

You can customize the Category List by creating categories of your own and deleting or hiding categories that you don’t need. You can add detail by creating subcategories within a category. For example, you can create subcategories under the Recreation category to track how much you spend on specific activities.

How do I show subcategories in Quicken reports?

Customize the report (gearwheel) click the Advanced tab and click “Show all” next to “Subcategories.”

How do I customize a report in Quicken for Mac?

The Customize button is located just under the report name….Click the Reports tab and select Create New Report.

  1. If you’re creating a new report, select the report type: Transaction, Summary, or Comparison.
  2. Name the report, then select options for the Row, Column, and Time Interval.

How do I create a register report in Quicken?

Create a register report

  1. Open the register that contains the transactions you want to report on.
  2. To create a report on:
  3. Click and then choose More reports.
  4. To print the report, click the Print icon or use Ctrl + P.
  5. To see a transaction as it appears in the register, double-click the transaction in the report.

How do I change register columns in Quicken?

Change the way my register works

  1. Choose Edit menu > Preferences.
  2. In the left pane, click Register, Data Entry and QuickFill, Notify, Write Checks, Downloaded transactions, or Transfer Detection.
  3. In the right pane, make the changes you want.
  4. Click OK to save your changes.

How do I manually match transactions in Quicken?

If the selected transaction is not currently marked as Matched, but should be matched to one or more transactions already in your Quicken register, click the Edit button and then choose Match Manually. Quicken opens a window to allow you to select one or more transactions.

How do I change multiple categories in Quicken?


  1. Select a register or group register (eg.
  2. Click the magnifying glass in the search box (top right), and select Payee.
  3. Click menu Edit > Select All.
  4. Click menu File > Get Info.
  5. Enter the new category in the Category field and click OK.

How do I change the category on multiple transactions in Quicken?

You can change the category on a set of transactions by selecting them all and then clicking menu File > Get Info. Enter the new category in the category field and click OK.

How do I manage categories in Quicken?

To edit categories or subcategories:

  1. In Quicken, choose Window menu → Categories.
  2. In the Categories window, select the category or subcategory.
  3. Click the Edit icon.
  4. Make the desired edits. You can modify the Name, Description, and Tax-related status.
  5. Click Save.

How do I create a report in Quicken 2016?

In the Quicken Standard Reports list on the left, click the section you want.

  1. Select the report or graph you want. Quicken displays the settings you can adjust before you create the report.
  2. Select the date or dates you want the report or graph to include.

Does Quicken have a balance sheet report?

Within Quicken a “full balance sheet” is generated by clicking Reports > Net Worth & Balances and then either Account Balances or Net Worth. Both reports are “full balance sheets” in that each and every Account in Quicken is included unless you expressly exclude it.

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