You can also choose to show or hide many navigation elements, such as the Account Bar, the Quicken toolbar, and the Dock Sidebar. Classic Menus has a much more comprehensive list of menu options than standard menus, and many users prefer to have Classic Menus. The first is to choose whether to use Classic Menus. There are many options available in your Navigation preferences that can improve your Quicken experience. This is a great way to be sure that you are looking at all your latest financial information every time you start Quicken. You can also select the option to Download transactions when Quicken starts.

You can open on any tab though, such as Spending or Bills & Income. This defaults to your Home page, but many people prefer to start by seeing one of their bank or brokerage accounts. This is the tab that you will see on the main screen when you first start the program. The Startup preferences let you pick a Startup Location. You can also use these preferences to troubleshoot your connection with the Quicken Cloud. You’ll also want to check on your Accounts to be sure you are sharing your accounts across all platforms.

If you are using our Quicken companion services, you’ll want to be sure that you have turned Sync on in your Preferences so that your accounts will synchronize between your desktop software and the companion tools. One key area of the preferences you should pay attention to is Mobile & Web. While Quicken works great right from the start, you might be surprised to learn just how much you can customize Quicken to suit your needs using Preferences, which you access from your Edit menu. Making the most out of Quicken Preferences

Quicken home and business 2021