Quicken Fiduciary Accounting Templates FAQ

Will the Quicken Templates work on the new versions of Quicken?

We have found the Templates to be compatible with Quicken for Windows Version 8.0 or later. When converted to the format of new Quicken Versions, such as Quicken 11.0, the templates, as with all converted Quicken account files, will not operate on earlier versions. Always save the ACTEC Quicken Templates files before converting to a new Quicken version.

Will the Quicken Templates work with XP and Windows 7?

The Templates should function as designed on any operating system that will run Quicken.

Will the Templates work with Quickbooks?

Quickbooks does not have an Investment account facility like Quicken. Investment accounts are necessary for the ACTEC Templates categories and reports to function, consequently we have not done a version for Quickbooks.

How Do I Create a New File for an Estate or Trust in Quicken for Windows?

Detailed instructions are included in the Manual furnished with the ACTEC Quicken Templates on how to copy the ACTEC template file to a new file for use with one of your estates or trusts.

How Do I Move Data From An Existing File to an ACTEC Templates file?

Detailed instructions are included in the Manual furnished with the ACTEC Quicken Templates on how to copy data from an existing file to a new file for use with one of your estates or trusts.

How Do I Enter Data in the New File?

1.     To enter data in the checking account note that you may enter data either in the checkbook register itself, or in the check writing mode. Note also that, in either mode, the date may be adjusted forward or backward by pressing " + " or " - ". In the checkbook register, the check numbers may also be entered in this fashion. By pressing " + " in the Num column, Quicken will automatically insert the next available check number for you. In the check writing mode, note also that the amount will be written for you after you have entered the amount in numbers and press the Enter key. Also note that after the Payee?s name has been entered on the Payee line of the check, the payee?s name will be automatically entered on the first line of the Address section of the check if you press the " ? " key. In the Memo portion of the register of the check, you may record any information you desire. The final selection to be made in either the checkbook register or on the check is the Category. By pressing the Control key and "C" at the same time, you will see the Category & Transfer List which includes all of the suggested categories for classifying your data. Move the cursor to the category, subcategory or account you wish to select and press the Enter key.

2.     Press the Enter key again, and the entry will be recorded. You may be asked: A OK to Record Transaction? Press the Enter key to record the transaction and proceed with the next entry.

How do I export Quicken Reports to Word or WordPerfect Formatting and Editing?

To place a report in Word or WordPerfect, simply generate the Report as you normally do, but when it appears on the screen click on "Copy" rather than Print. This will copy the report to the Windows Clipboard. Then go to your word processing program and Paste the contents of the Clipboard into the word processor. You may then edit as you choose.

How Do I Use the Memorized Reports?

This process is covered in detail in the Manual that you will find on the disk with the Templates.