Customize the Quicken Toolbar

From View menu:

Choose View menu > Show Toolbar.

If Show Toolbar has a check next to it, Quicken displays the Toolbar. If Show Toolbar does not have a check next to it, the Toolbar does not appear.

From Preferences:

1. Choose Edit menu > Preferences.
2. In the left pane, click Navigation.
3. In the right pane, check or uncheck the Show the Quicken Toolbar box.

From the title bar:

Click the Hide Tool Bar and Main Tabs icon on the upper right side of the Quicken title bar.

1. Click the right mouse button anywhere on the Toolbar.
2. Click Customize Toolbar.
3. In the list on the left, select the command you want to add to the Toolbar.
4. Select Show all toolbar choices to view the complete list. (Optional)
5. Click Add.
6. In the list on the right, select the command you want to move within the toolbar or remove entirely.
7. Click Move Up or Move Down to move the command button left or right on the Toolbar.
8. Click Remove to eliminate the command button from the Toolbar display.

1. Click the right mouse button anywhere on the Toolbar.
2. Click Customize Toolbar.
3. In the list on the right, select the icon you want to change.
4. Click Edit Shortcut or Label.
5. As necessary, change the properties of the button.
   • To change the current label, select and type over it.
   • To change or assign a shortcut key, enter the letter you would like to assign to the button. To use the shortcut after you close the Customize Toolbar dialog, press ALT+SHIFT and the assigned letter.

Saved reports can be organized in folders. You can add an entire folder of saved reports to the Toolbar as well as one or more individual reports.

1. Click the right mouse button anywhere on the Toolbar.
2. Click Customize Toolbar.
3. Click Add or Remove Saved Reports.
4. Select the check boxes next to the items (saved reports or folders containing saved reports) that you want to add to the Toolbar.
5. If you don't see the saved report you want, click the arrow to the left of the folder to open the folder and display the report.
6. Click OK.

Note

When you select an entire folder as described above, all the reports listed in that folder are selected and dimmed so that they can't be unselected individually.

1. Click the right mouse button anywhere on the Toolbar.
2. Click Customize Toolbar.
3. Select the Show global search check box to include or hide the global search field.
4. Click OK.

Note

Your setting for this option won't change if you choose to restore the Toolbar defaults (see below).

If you make a mistake while editing the Toolbar, you can restore the Toolbar to its original configuration by clicking Reset to Default in the Customize Toolbar dialog. All changes and customization will be lost.