In Windows, choose Edit menu > Preferences. The left pane is your menu navigation. Select the type of preference you want to update. Your options will appear in the right pane. When you're done, click OK to save your changes. A few options may require you to restart Quicken.
Quicken includes several backup options that you can change to meet your needs. Unless you specify otherwise, Quicken:
You can make changes to your backup reminders and the way Quicken automatically backs up your data file. If you do not want one or the other or both, uncheck them. One thing to keep in mind, if you choose automatic backups, your attachments you've saved in your registers are not included. If you use attachments, please choose to manually backup your data file.
If Quicken connects to your back using Web Connect, you can choose to save the Web Connect file when you download web connect data from your bank; and choose to keep Quicken open after Web Connect completes its download.
We rely on our customers to help make Quicken better. To assist in this effort, we've built a couple of features that send us statistics on what features you use the most, and your online banking success rates. All of the data we collect is anonymous, and no personal or financial information is sent to Intuit. Here is how to control your participation:
You can upload your investing account data to investing.quicken.com. This allows you to view your portfolio, including shares, from anywhere you have internet access.
After Downloading Transactions
During Transaction Download
Your Renaming Rules
Can your downloaded transactions to detect transfers between your accounts. When Quicken finds a matched pair of transfer transactions it can create the transfer for you, or ask for confirmation first.
You can change report and graph preferences such as the default date and comparison date ranges for all reports and graphs, how accounts and categories are identified in reports, whether color is used in reports, and more.
Reports and Graphs
The date ranges you set here apply to all reports and graphs. If you want to change the date range for just the report or graph you are viewing, customize the report or graph instead.
Quicken Mobile, available in Quicken 2013, lets you view balances, budgets, and transactions, anywhere, anytime. Enter cash transactions to track them against your budget automatically. Sync the latest updates and changes, on your computer AND your mobile devices — one click from your desktop syncs them all.
Click on the Mobile & Alerts tab then sign in with your Quicken Cloud ID to sync your data.