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Investment Transactions options (shown next) let you customize the way the Investment Transaction list looks and works. I tell you about the Investment Transaction list in 10.
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List Display determines whether transactions should appear with one or two lines in the list. Sort Choice determines whether transactions should be sorted in ascending or descending order by date. Show Hidden Transactions displays hidden transactions in the list. Show Attach Button displays the Attach button beside the Enter, Edit, and Delete buttons for the current transaction. You may want to turn off this
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Quicken 2009 The Official Guide
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check box if you do not use the Image Attachment feature. I explain how to attach images to transactions in 5.
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Register preferences enable you to fine-tune the way the account register works. Four groups of settings appear. I discuss account register windows throughout this book, but I provide details for using them in 5.
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Register Register options, shown next, affect the way the transactions you enter appear in the account register window. I discuss using the register window in detail in 5.
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Show Date In First Column displays the transaction date in the first column of the register. Show Memo Before Category displays the Memo field above the Category field. Show Tag Field displays the Tag field in the register form. Show TurboTax Icon displays an icon beside any transaction for which the category is tax-related. I explain how to set tax options for categories in 19.
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Appendix B / Customizing Quicken
Automatically Enter Split Data turns the OK button in the Split Transaction window into an Enter button for entering the transaction. Use Automatic Categorization uses the Automatic Categorization feature to guess which category should be assigned to a transaction based on a database of company names and keywords stored within Quicken. Automatically Place Decimal Point automatically enters a decimal point two places to the left when using Quicken s built-in calculator. For example, if you enter 1543 in the calculator, Quicken enters 15.43. Show Transaction Toolbar adds the Enter, Edit, and Split buttons to the currently selected transaction. Show Attach Button displays the attachment button, which looks like a paper clip. Gray Reconciled Transactions displays all reconciled transactions with gray characters rather than black characters. Maximize My Register View makes the register part of the Quicken application window take up as much space as possible. Fonts displays a dialog you can use to select the font for register windows. Colors displays a dialog you can use to select colors for register windows. Remove Memorized Payees Not Used In Last NN Months tells Quicken to remove memorized transactions that have not been used within the number of months you specify. By default, this feature is turned off; as a result, Quicken remembers the first 2,000 transactions you enter and then stops remembering transactions. By turning on this check box and entering a value of 6 (for example), Quicken memorizes only the transactions you entered in the past six months, thus keeping the Memorized Transaction list manageable. Using this feature with a lower value (for example, 3) can weed one-time transactions out of the Memorized Transaction list. Changing this option does not affect transactions that have already been entered. I discuss memorized transactions in 7. Keep Register Filters After Quicken Closes remembers any register filter settings you may have made when you close Quicken so those settings are in place the next time you start Quicken.
QuickFill QuickFill options, which are shown next, allow you to fine-tune the
way Quicken s QuickFill feature works. I tell you more about QuickFill in 7.
Quicken 2009 The Official Guide
Use Enter Key To Move Between Fields enables you to use both the ENTER and TAB keys to move from field to field when entering data. Complete Fields Using Previous Entries enters transaction information using the information from previous entries. Recall Memorized Payees uses memorized payees to fill in QuickFill entries. This option is not available if the Complete Fields Using Previous Entries option is disabled. Provide Drop-Down Lists On Field Entry automatically displays the dropdown list when you advance to a field with a list. Capitalize Payees And Categories automatically makes the first letter of each word in a payee name or category uppercase. Show Buttons On QuickFill Fields displays drop-down list buttons on fields for which you can use QuickFill. Automatically Memorize New Payees tells Quicken to automatically enter all transactions for a new payee to the Memorized Transaction list. Automatically Memorize To The Calendar List tells Quicken to automatically add memorized transactions to the Memorized Transaction list in the Calendar window. This option is turned on by default. The Financial Calendar is covered in 7; you can display the Memorized
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