Customize my register

You can change many aspects of the Quicken register to suit your own way of working. For example, you can change which columns are shown, the font that is used, and the way transactions are sorted.

•   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. If you need additional assistance understanding the available choices, see the register preferences topic.
  4. Click OK to save your changes.

  Notes

  These settings don't work for investment accounts (an investment account transaction list works differently than a register).

•   Change the font and font size used in registers
  1. Choose Edit menu > Preferences.
  2. In the left pane, click Register.
  3. In the right pane, click Fonts.
  4. Select the font family and size you want to use in your registers and lists.

  Notes

  • Preview an example of the font at the bottom of the dialog.
  • Choose Reset to return to the default Quicken font setting.
  • These settings won't work for investment accounts (an investment account transaction list works differently than a register).
  • If you want the majority of text in Quicken to be larger, choose View menu > Use Large Fonts. The minimum recommended display resolution for large fonts is 1280x1024 for Quicken Home, Business & Rental Property, or 1280x800 for all other versions of Quicken.
•   Change the columns that display in the register
  1. Display the register that you want to change.
  2. At the top of the register scrollbar, click the  icon.
  3. Select the columns that you want to display in the register.

  Notes

  • This feature is available in non-investment registers only.
  • Each non-investment register can have its own column settings.
  • The columns available to choose from change based on account type, and one- or two-line display status.
  • Learn more about changing the columns that display in a register.
•   Change the name that appears at the top of the register
  This is the account name. You can change it by editing the account.
•   Change the sort order of transactions in the register

  Columns in the register are sortable.

  • Click a column heading to sort by that column.
  • Up and down arrows indicate the current sort order.
  • For example, click the Date column heading to sort by Date/Amount. Transactions are sorted by the entry in their Date fields. If two or more transactions have the same date entry, the deposits appear before the payments. Or click the Clr column heading to list all reconciled (R) transactions first, then transactions you've attempted to reconcile (c), and then all remaining transactions.
  • Move the mouse over the column headings for additional information (flyover help).
  • Other sort options, such as by Order Entered, are also available. From the account register, click  (the Account Actions icon), and then choose Sorting options.
•   Show transactions on one or two lines
  1. Click  (the Account Actions icon).
  2. Select (or deselect) Two-line display to change the setting.

  Notes

  • Switching to two-line display doesn't affect your data; it only changes the way the data is viewed.
  • With two-line display off, twice as many transactions display on the screen. Click the gear icon () at the top of the register scrollbar to select the data that displays in one- or two-line mode.
  • Two-line display of investment accounts is covered in a separate topic.
•   Change the colors used in registers
  1. Choose Edit menu > Preferences.
  2. In the left pane, click Register.
  3. In the right pane, click Colors.
  4. Select the colors you want to use in your registers. To return to the default Quicken color setting, choose Restore Defaults.

  Notes

  In the default settings:

  • Reconciled and cleared transactions appear slightly dimmed.
  • Future transactions are shaded blue.
  • The selected transaction (that is, the transaction you're currently editing) is more distinct and obvious.

  You can't customize colors for investment accounts (an investment account transaction list works differently than a register).

•   Expand or collapse the download transactions panel
  You can expand or collapse the download transactions panel in your spending and savings account registers. Simply click the expand (plus) icon or the collapse (minus) icon on the upper left side of the panel.
•   Work with multiple registers at the same time (pop-up registers)
  1. Choose Edit menu > Preferences.
  2. In the left pane, click Register.
  3. In the right pane, select Use pop-up registers.

  Notes

  When you select this option, your registers will appear in their own windows, so you can view and work with more than one at the same time.