The sidebar is a single, always-accessible location that allows you to find all your accounts in Quicken. Using the sidebar, you can add accounts, update your transactions and balances, view individual accounts (click the account name) or view multiple accounts at once (click the headers: Cash & Credit, Investments, Assets & Loans).
...
Note: You can resize the sidebar according to your working and viewing preference. For more information, see resizing the sidebar.
Net Worth
Your net worth is displayed at the bottom of the sidebar so you can actively track this amount each time you perform an update of your accounts and transactions.
...
- At the top of every register you'll find the Filter Bar with tools for managing and filtering the register content. Filter by date, transaction type, and more. Experiment with these settings to find the view that is right for you. Click the Reset Filters button to restore the default setting.
- To search or filter the register, just type into the search field in the filter bar. All visible columns are searched by default. Turn on additional columns to broaden your search or select the dropdown menu in the search field to narrow your search. You can search on payee, tag, category, amount, account--any column displayed in the register. To show all transactions again, click the Clear button (
) in the Search field. - At the bottom of every register is the Register Toolbar. This contains commonly used register actions:
- New: Add a new manual transaction (or type ?N).
- Edit: Edit the selected transaction (or double-click or type ?E ).
- Split: Split the selected transaction (or click the split icon in the row or type option + ? + S ). Learn more about splits.
- Delete: Delete the selected transaction (or type the delete key).
- Schedule: Create a new scheduled transaction (bill or income reminder) OR create a scheduled transaction based on the selected transaction.
- Paid: Mark the selected scheduled transaction as paid (i.e. enter the transaction).
- Print: Print all transactions from the selected register (or type ?P).
- Reconcile: Reconcile the selected account.
- Columns: Select the columns to hide or show in the register (or hold down the Control key and click in any column header to select from a list).
- Settings: View the settings for the selected account, including the download/connectivity settings.
- You can sort a register by clicking a column header. To reverse the sort order, click the column header again. Note that the balance column only displays values when the register is sorted by date.
- You can rearrange the displayed columns by dragging the column headers to the left or right.
- To adjust the width of a column, drag the separator line between column headers.
...