Cheat Sheet

Quicken 2009 For Dummies Cheat Sheet

From Quicken 2009 For Dummies

By Stephen L. Nelson

If you have Quicken 2009 to help you manage your finances, then say bye-bye your financial-management headaches. Quicken is easy to use, especially when you know how to apply common Windows techniques. You can also save scads of time when editing dates and using data-entry shortcuts.

11 Windows Techniques to Use with Quicken 2009

Quicken 2009 works very well with Windows. Accordingly, you can use a handful of standard Windows techniques to make your use of Quicken financial recording program easier — and faster.

  • To move quickly to list box entries that begin with a particular letter, press the letter.

  • To select a list box entry and choose a dialog box’s suggested command button, double-click the entry.

  • To move the insertion bar to the beginning of a field, press Home.

  • To move the insertion bar to the end of a field, press End.

  • To close a window or dialog box, click its Close button in the upper-right corner. (The Close button is the little box with an X in it.)

  • To minimize a window, which shrinks it into a tiny little picture, Windows users need to click the first button in the upper-right corner — the one that looks like an underline. (Windows then places the minimized program on the taskbar.)

  • To maximize the Quicken desktop so that it fills the entire monitor screen, click the middle button in the upper-right corner of the application window if the button shows one window. If the middle button shows two windows, the desktop is already maximized. For previous Windows versions, click the up arrow in the application’s upper-right window.

  • To do a Help Yelp, press F1. This key works just about anywhere. Don’t press it in a crowded theater, though.

  • To start another application in Windows, click the Start button.

  • To switch to another application, click its button on the taskbar.

  • To change any document’s window size, position the mouse pointer on the window border and then click and drag the border. (If you can’t see the border because the window has been maximized, click the middle button — with the two windows in it — in the upper-right corner.)

How to Edit Dates Quickly in Quicken 2009

Within the Quicken accounting program — and it doesn’t matter whether you’re using Quicken Basic, Quicken Premier, Quicken Home & Business or Quicken Rental Property Manager — you’ll enter dates repeatedly: the date you write a check, the date you record a deposit, the date you reconcile an account, the date you receive a dividend on an investment, and so on.

Fortunately, you have several handy date-editing tricks you can use. Specifically, if the selection cursor is in a Date field, you can do these things:

Press What Happens
+ Adds one day to the date shown
Subtracts one day from the date shown
t Changes the date to today’s date
y Changes the date to the first date in the year
r Changes the date to the last date in the year
m Changes the date to the first date in the month
h Changes the date to the last date in the month

20 Time-Saving Shortcuts in Quicken 2009

Want to save time working with the Quicken 2009 program? Consider using and memorizing a handful of the keyboard shortcuts listed in the table here. Learning to use Quicken keyboard shortcuts — although a bit of memorization work upfront — usually pays back rich dividends in the form of data-entry time savings.

Shortcut Why You Need to Remember This
Ctrl+S Displays the Split Transaction window (so you can use more than
one category to describe a payment or deposit).
Shift+Delete Cuts out the selected text in a field and moves it to the
Windows Clipboard (so you can paste it into some other field).
Ctrl+Insert Copies the selected text in a field to the Windows Clipboard
(so you can paste it into some other field).
Shift+Insert Pastes what is on the Clipboard into the selected field.
Ctrl+P Prints the contents of the active window. (Well, almost
F1 For those times when you just have to say, “Aaagh! Help!
Ctrl+O Lets you open another Quicken data file.
Crtl+I To insert a transaction.
Crtl+M To memorize a transaction.
Ctrl+K Displays the financial calendar.
Ctrl+B Puts you on the fast track to backing up your data.
Crtl+G To go to a specific date.
Ctrl+A Displays the Accounts List window.
Ctrl+W Displays the Write Checks window.
Ctrl+L Displays the tag list.
Ctrl+T Displays the memorized transactions list.
Ctrl+J Displays the scheduled transactions list.
Ctrl+U Displays the Portfolio View window.
Ctrl+Y Displays the security list.
Ctrl+H Displays the Loans window.