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In Quicken, you can create as many different accounts as you need, enabling you to easily keep track all your financial transactions. But all these accounts make entering transactions harder than it has to be because you first have to open the Register and then switch to the appropriate account to record a transaction. Wouldn't it be nice if you could record all your transactions from a single point, regardless of the account type? Well, Quicken's Financial Calendar enables you to d just that. The Financial Calendar lets you enter brand new transactions and view transactions that you've already made. Even better, you can enter multiple transactions, each of which may be assigned to a different account. No more switching back and forth between the accounts.
To enter data for every account from a single point:
1. In Quicken, choose Features + Reminders + Financial Calendar.
2. Double-chck the date of the transaction to create a Transaction box; then chck the New button.
3. In the New Transaction dialog box, indicate the account to use and specify the type of transaction.
4. Enter the remainder of the transaction information as requested.
5. Select Register Transaction if this is a single transaction and you don't need to be reminded of it. If it will become a
regular transaction, select Scheduled Transaction and fill in the information about when to be reminded, etc.
6. Click OK.
7. Repeat Steps 2 through 6 for each transaction you want to create from every account you need to draw from.
Quicken's Iconbar offers a quicker route to the commands and features than does the menubar, or even the Activity Bar for that matter. You can shave off even more time by adding the commands you use most frequently to the Iconbar. To do so, you simply create your own icons and then add them to the Iconbar.
To add an icon to the iconbar:
1. From the menubar, choose Edit + Options + Iconbar.
2. Click the New button.
3. From the Icon Action list, select the action you want to add to the bar. For instance, select Budget to add the Budget
tool to your icon bar.
4. Click the Change button.
5. Select the graphic image you want to use for the icon.
6. Type the label to use for the icon in the Icon Label field.
7. Assign a speed key combination if you wish and click OK.
8. Click OK to add the icon to the iconbar.
9. Back at the Customize Iconbar dialog box, make sure the Show Icons option is selected and click Done.
If you can't find the icon you've just added to the iconbar, don't worry, you're not going loopy. Just click the little arrows located at the far left and right of the iconbar to cycle through the available icons.
In Quicken, when you want to see where you stand financially you can always generate a report. But if all you are looking for is a quick overview of your financial footing, then Snapshots are the way to go. Snapshot reports show you, at a glance, summaries of your finances. You can view, for instance, your net worth, monthly income or expenses and a savings goal--all on a single page. To generate these snapshot reports, choose Reports + Snapshots. The Snapshots page appears and displays four different graphs. The first two graphs, located in the upper portion of the page, show your monthly income and expenses. The next two graphs, shown in the bottom half of the page, display your net worth and a predetermined budget goal. To display a full-screen view of a particular graph, point at the graph and then double-click the mouse button. A new graph page opens and shows your graph in full view. You can switch back to your snapshot page by selecting the Snapshot Quicktab or by closing the full page graph window you just opened. In the following tips, we'll show you how to get the most out of this handy feature.
In our last tip, we introduced the Snapshots feature, which shows you a quick summary of your finances. In this tip, we'll show you how to customize the Snapshots page to your liking. For instance, you can choose the graph types that you want on the Snapshots page. To generate the snapshots, choose Reports + Snapshots. To customize a Snapshot: 1. Click the Customize button located in the upper left corner of the Snapshots page. 2. In the Choose the Snapshot to customize portion of the dialog box, located in the upper left corner, click the pane that contains the graph you want to change. 3. In the Snapshot Type section, choose the graph type you want to display. When you select a graph type, the area to the immediate right displays a description of the current graph type. 4. To display the data in graph form, select Graph from the Snapshot Display section. Select Text if you wish to display the data in text form. 5. If you want to further customize the graph, such as choosing the date range of the graph or selecting the accounts or categories to include, click the Customize Snapshot button. Make any changes as necessary and click Create. 6. Back at the Customize Snapshots dialog box, click OK. Quicken redraws the Snapshots page.
The past two tips have discussed the Snapshots feature, which shows you at a glance the current state of your finances. Our last tip demonstrated how you can change the graphs used on the Snapshots page. In this tip we'll show you how to create additional pages on which you can add your own financial snapshots. 1. First, select Reports + Snapshots. 2. Click the Customize button located in the upper left pane of the Snapshots page. 3. Click the New button in the Snapshot Page section of the dialog box. 4. Enter a name for the page in the resulting dialog box and click OK. 5. Add the graph types you want to use in your snapshots, by clicking each relevant item in the Snapshot Type list. 6. Click OK when you have finished. Back at the Snapshots screen, click the drop-down arrow in the Choose the Snapshot page field. Select the name of the page you just created to display that page.
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