Press This Key | What Happens |
---|---|
+ | Adds one day to the date shown. |
– | Subtracts one day from the date shown. |
t | Changes the date to today’s date. You can remember this because t is the first letter in today. |
y | Changes the date to the first date in the year. Note that y is the first letter in year. |
r | Changes the date to the last date in the year. Note that r is the last letter in year. |
m | Changes the date to the first date in the month. Just to salve my compulsive personality, allow me to point out that m is the first letter in month. |
h | Changes the date to the last date in the month. Okay, last time I’ll provide a memory tool: Note that h is the last letter in month. |
Shortcut | Why You Want to Try Really Darn Hard to Remember This |
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Ctrl+S | Displays the Split Transaction window (so that you can use more than one category to describe a payment or deposit). |
Shift+Delete | Cuts out the selected text in a field and moves it to the Windows Clipboard (so that you can paste it into some other field). |
Ctrl+Insert | Copies the selected text in a field to the Windows Clipboard (so that you can paste it into some other field). |
Shift+Insert | Pastes what’s on the Clipboard into the selected field. |
Ctrl+P | Prints the contents of the active window. (Well, almost always.) |
Ctrl+O | Lets you open another Quicken data file. |
Ctrl+G | Go to date. |
Ctrl+K | Displays the financial calendar. |
Ctrl+B | Puts you on the fast track to backing up your data. |
Ctrl+A | Displays the Accounts List window. |
Ctrl+W | Displays the Write Checks window. |
Ctrl+L | Displays the tag list. |
Ctrl+T | Displays the memorized Payees list. |
Ctrl+J | Displays the scheduled transactions list. |
Ctrl+U | Displays the Portfolio View window. |
Ctrl+V | Allows you to void a transaction. |
Ctrl+Y | Displays the security list. |
Ctrl+H | Displays the Find and Replace window. |
Ctrl+M | Memorizes the transaction. |
Ctrl+R | Reconciles dialog. |
F1 | For those times when you just have to say, “Aaagh! Help! Help!” |
F11 | Maximizes register view. |
Alt+Home | Goes to the Home Tab. |
Ctrl+Shift+C | Goes to the Category list. |
Ctrl+Shift+M | Goes to the Manage Hidden Accounts dialog. |
End four times | Goes to the last transaction in register. |
Site | Why It’s Useful |
---|---|
Social Security Administration | The Social Security Administration website lets you estimate your future benefits. (Despite what you sometimes here people say, Social Security will “be there” for future generations. But benefits will probably be scaled back for at least some recipients, which you can read more about at the Social Security Administration’s website |
Bogleheads | Basically, the online fan club for Vanguard Group founder John Bogle, this great forum provides tons of investment planning and record-keeping advice — all influenced by a strong belief in the superiority of a passive, low-cost investing |
Quicken | Find lots of stuff for Quicken.com users, all from the maker of Quicken — Intuit. Note that if you register at the Quicken.com site, you also gain additional functionality within the Quicken program. For example, you can usually download stock price information for free. |
Internal Revenue Service | Most people by now know that the IRS website provides downloadable forms and informational booklets. What some people don’t know, however, is that it also provides access to U.S. tax law (both the Internal Revenue Code and the Treasury Regulations). |
Evergreen Small Business | The author of Quicken For Dummies has a blog with several hundred pages of small business, personal financial planning, and tax-related information, including free downloadable copies of many of his old (but still useful) books. |