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Quicken 2009 The Official Guide
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Figure 9-5 Use the Setup tab of the Alerts Center to set alerts for banking and other accounts.
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To set an alert, begin by selecting the name of the alert on the left side of the window. If necessary, click the check box to place a check mark within it. Then click the value you want to change on the right side of the window and enter a new value. Not all alerts have values you can change; for example, the Online Services Available alert is a simple on or off setting made with the check mark.
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You can set two additional options in the bottom half of the window.
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Show Me The Alert As Choose from two options for showing the alert:
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Text In The Alert List displays the alert as an item in the Cash Flow Alerts snapshot only. Urgent (Pop Up Dialog Box) displays the alert in a dialog. You must dismiss this in-your-face alert by clicking the OK button in the dialog before continuing to work with Quicken.
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9 / Examining Your Banking Activity
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Keep The Alert In The List For You can set the amount of time the alert should remain in the Cash Flow Alerts snapshot. The default setting is One Month, but you can use the drop-down list to choose from One Day, One Week, One Month, One Quarter, or One Year.
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Finishing Up
When you re completely finished setting alerts, click OK to dismiss the Alerts Center window. The alerts will work quietly in the background, watching your finances. When it s time to go to work, they appear as you specified.
Working with Alerts
Once you ve set up alerts, you can view, modify, or delete them as desired. Here s how.
Viewing Alerts
As shown in Figure 9-3, Cash Flow alerts appear in a snapshot at the top of the Cash Flow Center window s Summary view. You can also view alerts in the Show All tab of the Alerts Center window (see Figure 9-6). Click the Show All Alerts button in any Alerts snapshot or choose Tools | Show All Alerts to display them.
Modifying Alerts
You can change the way an alert works at any time. Choose Tools | Set Up Alerts to display the Setup tab of the Alerts Center (refer to Figure 9-5). Then follow the instructions in the earlier section titled Setting Up Alerts to change alert settings.
Deleting Alerts
To delete an alert, choose Tools | Show All Alerts to display the Show All tab of the Alerts Center (refer to Figure 9-6). Turn on the check box beside each alert you want to delete and click the Delete button. A confirmation dialog appears. Click OK to delete the alert. To prevent a deleted alert from appearing again in the future, use the Setup tab of the Alerts Center window (refer to Figure 9-5) to turn off the check box for the alert in the list on the left side of the window.
Quicken Reporting Overview
Quicken offers a variety of reports and graphs, each of which can be customized to meet your needs. I like to think of reports and graphs as the fruits of my labor. I spend time entering data into Quicken so Quicken can crunch the numbers for me. I use the reports and graphs it creates to analyze my spending
Quicken 2009 The Official Guide
Figure 9-6 The Show All tab of the Alerts Center window enables you to view and delete specific alerts.
habits, find ways to save money, and submit information to financial institutions when I apply for loans or credit cards. In this section, I tell you about the types of reports and graphs Quicken offers. Then I explain how you can use a variety of techniques to quickly create reports and graphs based on the information in your Quicken data file. Although I ll concentrate on reports and graphs for the Banking tab, the techniques in this part of the chapter apply to the reports and graphs you create for any Quicken data, regardless of the tab in which it appears.
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