Account Access Methods There are two ways Financial Institutions support account access: Use Direct Connect to access your account information, pay bills, transfer money and send other instructions to your institution right from within Quicken or QuickBooks. Specific services may vary by institution. Use Web Connect to automatically enter transactions and update balances in Quicken and QuickBooks simply by logging on to your financial institution's web site and clicking the 'Download to Quicken' or 'Download to QuickBooks' button. View All Financial Institutions that support.

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.

Note: If you do not see the menu bar (File, Edit, View etc) and you have Quicken in fullscreen mode, click the Restore button in the upper right corner of the window (to the left of the Close button). You can then Maximize back to fullscreen mode and the menu bar should remain. Change the way my register works. • Choose Edit menu > Preferences. • In the left pane, click Register, Data entry and QuickFill, Notify, Write checks, Downloaded transactions, or Transfer detection. • In the right pane, make the changes you want.

One Step Update is the centralized access point for almost all connected services in Quicken. It makes it easy to: Download the latest cleared transactions and balances for all your online-enabled bank, investment, 401(k), and credit card accounts.

If you need additional assistance understanding the available choices, see the topic. • 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. • Choose Edit menu > Preferences. • In the left pane, click Register. • In the right pane, click Fonts.

• Select the font family and size you want to use in your registers and lists. Notes • If you are having problems with the font sizes being too large or too small, it may be a scaling issue.

View for more information. • 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 and Quicken Rental Property Manager, or 1280x800 for all other versions of Quicken. Change the columns that display in the register.

• Display the register that you want to change. Microsoft office for mac student 2018. • At the top of the register scrollbar, click the Register Columns gear icon. • 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. • about changing the columns that display in a register.

Change the name that appears at the top of 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. Ascending Order: Descending 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 gear icon, and then choose Sorting options. Show transactions on one or two lines. • Choose Edit menu > Preferences. • In the left pane, click Register.

• In the right pane, click Colors. • Select the colors you want to use in your registers.

To return to the default Quicken color setting, choose Restore Defaults. Notes (for 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). Work with multiple registers at the same time (pop-up registers). • Monitoring alerts, data downloads, and feature updates are available through the end of your membership term.