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Using Quicken Home Page Features

Jul 28, 2006

📄 Contents

␡

Introduction
Using the Account Bar and Activity Centers
Getting the Big Picture
Selecting Accounts to Include in Your Net Worth
Using Alerts
Using Bills and Scheduled Transactions
Taking the Next Steps with Your Financial Goals
Using Online Updates
Using Tips and Services
Creating Links to Your Favorite Financial Websites

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Creating Links to Your Favorite Financial Websites

One last little extra I want to point out is My Web Links. This is a tool that can be all your own making. If you frequent financial websites that you find useful, you can create links to those sites and keep them in My Web Links.

Create Links to Your Favorite Financial Websites

Click Add/Edit Links.

Click New.

In URL, type the Web address. Be sure to leave the http:// before the address (for example, http://www.suzeorman.com).

Click in Description and type a brief description of the site and then click OK.

Repeat steps 2–4 for each website you want to add.

To open the websites you added from the My Web Links section on the Quicken Home page, click a link.

Click Add/Edit Links to edit the existing sites or to add new ones.

Keyboard Shortcuts

There are alternate ways you can move around in Quicken, other than using the menus or links found on Quicken windows. You can use certain keyboard key combinations, as shown in Table 3.1, to quickly get where you want to go. Keyboard commands are broken down into logical categories. Some shortcut commands require two (or more) keys. To use these shortcuts, you press the first key and then the second. For example, to open the Quicken Home page from anywhere in the program, you hold down the Alt key and then press the Home key.

Quicken Keyboard Shortcuts

Command	Shortcut
*Quicken Features*
Go to the Quicken Home page	Alt+Home
Go to the Register	Ctrl+R
Write Checks	Ctrl+W
Go to the calendar	Ctrl+K
View loans	Ctrl+H
Go to the Account List	Ctrl+A
Go to the Category List	Ctrl+C
Go to the Class List	Ctrl+L
Go to the Scheduled Transaction List	Ctrl+J
Go to the Memorized Payee List	Ctrl+T
Print	Ctrl+P
Select an item in a list	Type the first letter of the item
*Check Features*
Decrease date or check number	− (minus key)
Increase date or check number	+ (plus key)
Copy data from the field above the currently selected field in the Split Transaction window	‘ (single quote key)
Copy the payee name when the address field is selected in the Write Checks window	‘ (single quote key)
Copy a field in the register	Ctrl+Ins
*Check Features*
Cut a field in the register	Shift+Del
Paste a field in the register	Shift+Ins
Delete a transaction or split line	Ctrl+D
Find a transaction	Ctrl+F
Go to a new transaction	Ctrl+N
Insert a transaction	Ctrl+I
Memorize a transaction	Ctrl+M
QuickFill, automatic recall name	Type payee
QuickFill, automatic completion	Tab
Record a transaction	Enter or Ctrl+Enter
Open the Split Transaction window	Ctrl+S
Go to Transfer	Ctrl+X
Void a transaction	Ctrl+V
*Investment Features*
Go to Portfolio view	Ctrl+U
Decrease or increase a security price by ¹/₁₆	− (minus key) or + (plus key)
Select a security	Ctrl+Y
*Help*
Open the Help contents	F1

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