Video:Customize the Quicken Home Pagewith Don Schechter
You already know that Quicken helps keep track of your spending habits and accounts. Find out how customizing the home page can help you work faster.See Transcript
Transcript:Customize the Quicken Home PageHi, I'm Don Schechter for About.com Computing. Today, I will show you how to customize the home and office versions of Quicken.
Quicken can help you manage your budget, credit information, and various accounts. To make Quicken easy for you to use, you can customize it for your own use
Benefits of Quicken ViewAlthough the home page for Quicken 2007 cannot be edited, you can create views to help you manage all of your information.
After you create a Quicken View, it is easily accessed by clicking on its tab, which will appear next to the Home tab.
Create a Quicken ViewTo create a view, first open Quicken. On the Quicken home page, which is the main page, click on 'Create New View,' located above the Update button on the upper right.
A window will appear. Here, you can enter a name for the new View in the space provided next to View Name. I will type About.com Finances.
Select Categories for Quicken ViewIn the list below, you can select the items you want to see in your View. The different categories include Overview, Business, Cash Flow, Investments, Planning, Property and Debt, and Tax.
When you click on one of the options, a short description of the selected item will show up below the list box.
Add Categories to the Quicken ViewTo add an item you want to display in the View, select the item then click 'Add.' I will choose to add All Accounts, Your Business Status, and Expenses. My items are now in the Chosen Items box.
Remove or Move CategoriesIf you want to remove an item from your view, select it in the Chosen Items box, and then click 'Remove.'
You can also move the items around in the Chosen Items box by selecting an item there, and then clicking 'Move Up' or 'Move Down.'
When you're finished choosing your items, click 'OK.' You will now see the tab for your View next to the Home tab on the top of the Quicken home page.
Edit the Quicken ViewIf you want to go back and edit the View, go to 'Customize' on the top right of the View page.
From this drop-down menu, you can choose to Customize This View, which will bring you back to the editing window; Create a New View; or Delete this View.
Once you've created a View in Quicken, you can continue to enter in your financial information and be able to access relevant information.
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