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How To Customize the Quicken Toolbar

Updated: 5/07/2012 | Article ID: GEN82317

The Quicken toolbar is a horizontal gray area just below the menu bar. It contains a customizable set of icons on the left, and a global search field and link to Product Support on the right. Certain views of Quicken which maximize the working area (for example, of a register or transaction list) will hide the toolbar.  If it is not visible, select View menu > Show Toolbar.

  • Add, remove, or change the order of toolbar buttons
    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.
  • Change the label or shortcut key used for a specific command
    1. Click the right mouse button anywhere on the toolbar.
    2. Click Customize Toolbar.
    3. Click Edit Icons....
    4. As necessary, change the properties of the command button.
      • To change the label, select and type over the old label.
      • To change or assign a command key shortcut, enter the letter you would like to assign to the command. To use the command key shortcut after you close the Customize toolbar dialog, press ALT + SHIFT and the assigned letter.
  • Add a saved report to the toolbar

    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. In the lower-left corner, click Manage toolbar 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 do not 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.

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

Notes

  • Show or hide the global search field on the toolbar
    1. Click the right mouse button anywhere on the toolbar.
    2. Click the Find All check box to include or hide the global search field. 

Your setting for this option will not change if you choose to restore the toolbar defaults.  To Restore toolbar defaults, by clicking Restore Defaults. All changes and customization will be lost.

  • The only places you can add simple "Find..." to the Toolbar are those places that already have Find with the magnifying glass icon at the top right corner - Spending tab and account registers already have Find, making a Find on the Toolbar redundant.

    A work-around may be to add the Find/Replace rather than Find, since it doesn't disappear on restart of Quicken.
 
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