Explore Toolbars

On Windows, the default toolbar has a set of buttons that Intuit thinks will be the most useful for you.

Clicking the Customize button brings up the Customize Toolbar dialog. You can use the Add and Remove buttons to change the buttons on the toolbar, and the Move Up and Move Down buttons to modify button order.

The toolbars on the Mac work differently; they are linked to their activity areas, and each area has a different set of buttons. For example, the Banking area has these buttons:

And the Planning area has these buttons:

In all of the activity areas, buttons with a badge of the world, such as the TurboTax icon above, indicate online features that require an Internet connection.

You can also customize the toolbars on the Mac. Click the button for the activity whose toolbar you want to change, then choose Quicken > Configure Toolbar. The Configure Toolbar dialog opens.

Follow the directions at the bottom of the dialog to modify the buttons, and then click Change.