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- Choose Edit menu > Preferences.
- In the left pane, select the type of preference you want to change.
- Click a link below for more information.
- Navigation preferences
- Setup preferences
- Calendar and currency preferences
- Backup preferences
- Web Connect preferences
- Alerts preferences
- Investment transactions preferences
- Quicken.com portfolio preferences
- Register preferences
- Data entry and QuickFill preferences
- Notify preferences
- Write Checks preferences
- Downloaded Transactions preferences
- Automatic Transaction Entry settings
- Transfer detection preferences
- Report and Graph preferences Quicken ID & Cloud Accounts preferences
- Click OK to save your changes.
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