Register settings

The Register settings in Quicken for Mac provide customization options for categories, transfers, splits, amount fields, reconciliation, register toolbar, renaming rules, and QuickFill rules. Here's what each section allows you to do.

Category appearance in reports and registers

• Reports and Registers: Display Short Names (e.g., Fast Food): This option lets you display short names for categories in your reports and register, making them easier to understand at a glance.

• Reports and Registers: Display Long Names (e.g., Food & Dining: Fast Food): This option will display long names for categories in your reports and register, giving you a detailed view of the category hierarchy.

Transfers

• Allow creation of linked transfers using the category field: Enabling this option allows you to create linked transfer transactions directly from the category field in your register. A linked transfer transaction means that the money being moved out of one account will automatically be shown as moved into another account, and both transactions are linked to show they are part of the same action.

Splits

• Automatically show splits in register: Checking this box will automatically display split transactions in your Quicken register. When you look at your list of transactions, instead of just seeing a single line representing the total amount, you'll see additional lines detailing how the transaction is divided among different categories.

• Automatically show splits during reconciliation: This setting specifically affects the reconciliation process, where you match transactions in Quicken with those on your bank or credit card statement. When this option is enabled, split transactions will automatically be expanded to show their individual categories during reconciliation.

Amount Fields

• Automatically insert decimal point (e.g., 924 becomes 9.24): This option automatically inserts a decimal point in your amount entries, making it easier to input amounts.

Reconcile

• Mark reconciled transactions as reviewed: When enabled, this setting will automatically mark transactions as Reviewed once they have been reconciled. This serves as an additional layer of confirmation that the transaction has been double-checked against your bank statements and is accurate.

• Include accounts that automatically reconcile newly downloaded transactions: When this setting is selected, accounts that have been set to automatically reconcile any newly downloaded transactions will also be included in the manual reconciliation process.

Register Toolbar

• Always Show: With this option enabled, the toolbar will always be displayed at the top of your transaction register.

• Always Hide: Selecting this will remove the toolbar from view, providing a cleaner interface that focuses solely on the transaction list.

• Automatically Hide and Show: This is a more dynamic option where the toolbar becomes visible only when you move your cursor near its usual location.

Renaming Rules

• Automatically create rule when I correct a payee name: If you choose this option, Quicken will automatically create a renaming rule whenever you correct a payee name.

• Apply new Renaming Rules to:

  • Future transactions: With this setting, any new renaming rules you create will only be applied to future transactions, not past ones.

  • Existing and Future transactions: With this setting, any new renaming rules you create will apply to all matching transactions, both past and future.

QuickFill Rules

• Automatically create rule when I edit a transaction: This setting automatically creates a QuickFill rule for you whenever you edit a transaction. This means that the next time you enter a similar transaction, Quicken will auto-fill the fields based on this rule.

• When saving new QuickFill Rules, save:

  • Category only: When selecting this option, new QuickFill rules will only save the category information for a transaction. This is useful when the transaction amounts or other details may vary, but the category remains constant.

  • All Fields: This option will create a more detailed QuickFill rule, capturing all the fields in the transaction, such as the payee, amount, and memo. This is beneficial for transactions that recur with the same details, like a monthly subscription or rent payment.