If you have student loans, it’s important to know how much you owe. You can also access your Quicken Account, contact support, share your screen, and check for updates! Have you added your student loans? What does the Q do?ĭid you know that the Q icon in the upper right corner of your Quicken screen is more than just an icon? If you click the Q, you can see the name of your file and show it in the Finder. Keep Separate is helpful if you manage an account for a relative, club, etc. If you’d like to exclude all an account’s transactions from reports and features by default, choose the Keep Separate option. However, all data from the hidden account will still be available by default in the budget, reports, net worth, and other features. This will hide the account in the Quicken sidebar and transaction lists, such as when creating a transfer. From there, choose the Hide in Lists checkbox next to the account(s) you want to hide. To hide an account, go to the Accounts menu and choose Hide and Show Accounts. For less-used accounts, or if you track many accounts, hiding an account can be handy. Hiding an account allows you to continually track the account but not have it clutter up your sidebar. Quicken gives you the ability to hide accounts. You can hide accounts you track but don’t want to see every day As always, you can add new brokerage accounts by clicking the add account button and selecting Investments → Brokerage. Meanwhile, if an investment company does offer Complete Tracking, you have the option of choosing which sort of tracking you prefer. This option not only provides a cleaner user experience but also makes it possible to work with hundreds of brokerages that were previously unavailable, including such popular investment companies as Robinhood and WealthBuilder. Simple Tracking is a feature that reports on positions and total value for investments without also tracking transactions. Quicken for Mac’s Simple Tracking feature gives you access to a wider range of brokerages. Get access to more brokerages with Simple Tracking Additionally, you can turn on or off the Options for Show Currency Symbol and Show Cents. You can update the font, text size, and row style on the Report View Settings screen. On the menu bar of a report, go to View and select View Settings. You can take control over the appearance of your reports with the View Settings menu. Your account total, however, will continue to show your full Market Value, including cents. Your individual investment totals will be rounded to the nearest dollar. If you’d prefer to hide cents, go to the three-dot menu in your investment portfolio and select Hide cents in amount. Hide cents when viewing the investment portfolioĭo you ever feel like your investments are just small change? Some people don’t like to see how many cents a stock is worth - they just want to see the dollars. Use Option + click to turn the crosshairs on and off.Click and drag across the chart to get information on a specific date range.Use the secondary click to show or hide the value and date popover.When locked, the value and date won’t change as you move to different spots on the chart. Click the chart to lock or unlock the value and date popover.Your Portfolio Chart in Quicken has many great features you may not be aware of.
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