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For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

How do I show two lines in Quicken register?

Click the gear icon in the upper right of the register, then choose Two-line Display from the drop-down. -or- Press Ctrl+2 (Ctrl and 2 at the same time) while in the account you want to change.

How do I add a line in Quicken?

Open the account you want to use. In the account register, go to the new transaction line directly by typing CTRL+N. ... Change the date if necessary. If this is a check, enter the check number in the Sum field. In the Payee field, indicate who receives this payment or gives you this deposit.

How do I set up a Quicken account?

Click the Home tab at the top of the Quicken window. Click Get Started in the See Where Your Money Goes section. Enter or choose the name of your bank. Enter your bank login information. ... Click Connect. Set preferences for your Quicken accounts.

How do I enter accounts and transactions manually in Quicken for Mac?

Select an account from the Accounts section of the sidebar. Click the New icon in the register toolbar (Command + N). Enter information in as many fields in the transaction as you want to track.

How do I change the register view in Quicken?

Click Edit on the top menu bar, then choose Preferences. In the left pane, click Register. In the right pane, select the settings you want to use. Show date before check number. Switches the positions of the Date and Sum fields. Show memo before category. ... Click OK to save your changes.

How do I sort transactions in Quicken?

For example, click the Date column heading to sort by Date/Amount. Transactions are sorted by the entry in their Date fields. ... Move the mouse over the column headings for additional information (flyover help).

Can I view my Quicken account online?

Access Quicken on the Web Quicken 2019 has introduced a companion to the desktop software to enable customers to manage their finances online from any web browser. With the introduction of this highly-requested feature, users can view their balances, transactions, budgets, accounts, and investment holdings any time.

How do I change the width of a column in Quicken?

Close Quicken. Right-click on your desktop and choose Properties. Select the Settings tab. Click the Advanced button. In the DPI Setting drop-down menu, select Normal size (96 DPI). Click the OK button two times. Re-open Quicken. Resize your report columns to the desired width.

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