If you make such a mistake, use the easily overlooked Shortcuts button in the register to move it to the correct account. Just hold down the command key before you select the account or menu item to which you want to assign a shortcut. Although not new in this version, the QuickMath feature is still one of the most underutilized time-savers in Quicken. QuickMath is available almost anywhere in Quicken that you enter numbers. If you click on the Shortcuts button on the transaction line, as we've just done here, you can move a transaction between two accounts without leaving your current register.
Some transactions appear in two registers.
At the end of a calendar or fiscal year, it's a good idea to archive the previous year's data and create a Quicken file for the new year. Use the Save A Copy option to create the new file and retain the ending balance, classes, categories, memorized transactions, and unreconciled transactions from each account. Besides giving you an annual archival backup, this will make working in Quicken faster, by reducing the size of your account registers. You will, however, be giving up the ability to run reports that compare data from two different years. The Last Word Using Quicken may not be as exciting as day trading in Internet stocks, but odds are that you'll reap bigger benefits when you invest time learning to tame your spending and increase your saving.