Help Contents for Quicken Home Inventory

To learn how to use Help, click the Help button on this window, then choose How to Use Help from the menu.

To learn how to use Quicken Home Inventory, click on a topic below.

Explains how to enter your basic inventory and print an insurance coverage report quickly and easily.

Provides task-oriented instructions for performing Quicken Home Inventory activities.

Describes and explains how to use icons, menu commands, windows, keyboard shortcuts, and other Quicken Home Inventory features and functions.

Explains how to send inventory data to Quicken 5.0 for Windows, and how to send Quicken transactions to Quicken Home Inventory.

Describes Quicken Home Inventory and the benefits of using it to track your personal possessions.

Answers questions and gives you guidelines to problem solving.

To find specific information about features, functions, and tasks, use the Help Keyword Search by clicking the Search button on the Help Window button bar.


Using Quicken Home Inventory

Click on the following topics to see Help for the main activities you perform in Quicken Home Inventory.

Explains how to set options for suggested items, inventory display, and general features.

Provides step-by-step instructions for entering and editing inventory items.

Describes the four types of reports that you can create and print.  Tells you how to select items for custom reports.

Explains how to use the Update Quicken icon to send inventory values to Quicken 5 for Windows. Also describes how to keep your inventory up to date by sending Quicken transactions to Quicken Home Inventory.

Explains how to add new locations and change existing ones.

Explains how to add new categories and change existing ones.

Explains how to add new policies and change existing ones.

Tells you how to set up a claim, edit information on a claim, and close a claim.

For detailed help about a specific button, menu, command, feature or function, use the Help Index or Search button.


Setting options

To change a option, choose Options from the Edit menu.

Use the Options window to change how Quicken Home Inventory displays information.

Suggested Item List options These options control the display and dollar amounts that appear in the  Replacement Cost and Resale Value fields.	Use suggested values for new inventory items Automatically set Resale Value to 50% of Replacement Cost
Display options These options control the display and sound effects of messages and inventory activities.	Warn before recording and deleting inventory items Beep when recording and deleting Use sounds and special effects in detail view Show cents in currency fields
General options These options control the action of various keys and prompts.	Treat the Enter key as a tab Remind to backup on exit Default Insurance Policy Quicken Account Name


Entering and editing items

Adding items to the inventory

Adding items from the Suggested Items list

Adding new items

Using the Calculator button to calculate currency fields

List view fields

Detail view fields

Viewing items by location or by category

Changing the location or category for an individual item

Copying items

Updating items

Keyboard shortcuts


Creating and printing reports

Creating a report

Printing a report

Selecting items for detail reports

Inventory value summary report

Inventory detail report

Insurance coverage summary report

Insurance coverage detail report

Insurance claim summary report

Insurance claim detail report


Exchanging data with Quicken

Viewing Quicken Home Inventory information in Quicken

Sending Quicken transactions to Quicken Home Inventory

Sending data to another Quicken asset account


Updating locations

About the Location list

Creating a new location

Editing a location

Deleting a location


Updating categories

About the Category list

Creating a new category

Editing a category

Deleting a category


Updating policies

About the Policy list

Adding a new policy

Editing a policy

Deleting a policy


Handling claims

About the Claims list

Creating a new claim

Editing a claim

Closing a claim


Reference and Tips

Click on the following topics for "how to use" instructions and detailed information about Quicken Home Inventory.

Consult your Quicken Deluxe Getting Started Guide for information about installing Quicken, Quicken Home Inventory, and othe Quicken Deluxe applications.

Quicken Home Inventory main window

Starting and exiting Quicken Home Inventory

Quicken Home Inventory main window

Inventory list

View by Location or Category box

List view

Detail view

Inventory control buttons

Record

Restore

Delete

Copy

New

Calculator

Return to List view and Detail view buttons

Prev Item and Next Item buttons

Suggested Items list

Suggested Items list

Preset Location, Category, and Suggested Item lists

Quicken connection buttons

Update Quicken button

Go To Quicken button

Keyboard shortcuts

Keyboard shortcuts

For detailed help about a specific button, menu, command, feature or function, use the Help Index or Search button.


Quick Start

Using Quicken Home Inventory

About Quicken Home Inventory


About Quicken Home Inventory

You use Quicken Home Inventory to create and maintain an inventory of your personal possessions.  To do this, you enter each of your household items, with its resale value and replacement cost into Quicken Home Inventory's easy-to-use inventory list.

You can then display the items you've entered by location and category.  This means you can immediately see which types of objects you have in every room in your house and what they are worth.

Some of the reasons you'll want to use Quicken Home Inventory to track your possessions:

For insurance purposes

To track any belongings lost or damaged in a disaster or robbery

To know your total net worth

To have the security of knowing what you own

To know the exact location of your possessions

To provide an inventory for your heirs and executors

Because Quicken Home Inventory is easy to use

To use Quicken Home Inventory with Quicken for Windows

Quicken Home Inventory is an independent application that runs on Microsoft Windows. It can be installed independently of Quicken and can be started from Windows or from Quicken.


Use Quicken Home Inventory for insurance purposes

♦ You can use Quicken Home Inventory to create and maintain an inventory of your possessions.

♦ You can record detailed information about each item in the inventory, such as serial numbers, resale value, date of purchase, and replacement cost.

♦ The inventory assists you when you want to obtain insurance policies.


Use Quicken Home Inventory to track items for an insurance claim

♦ You can use Quicken Home Inventory to record information about an insurance claim (a list of lost or damaged items and the repair or replacement cost for these items).

♦ You can store information about a claim, such as the date, the claim number, and the amount of the claim.

♦ You can keep an historical record of all your claims. Quicken Home Inventory maintains your claim reports as a permanent record of each claim.


Use Quicken Home Inventory to know your true net worth
Use Quicken Home Inventory to know your total net worth

♦ You can enter the resale value for each item in your inventory, then send the data to Quicken 5 for Windows.

♦ The inventory values you send to Quicken are reflected in your Quicken net worth report (giving you a more accurate total net worth).


You have the security of knowing what you own

♦ Your inventory helps you keep track of valuable collections, antiques, and art objects.


You can inventory each location in your home or business

♦ You'll know exactly where your possessions are located, room-by-room throughout your home, office, and other personally defined locations.


You can provide an inventory for your heirs

♦ A complete property inventory is an essential component of your will.


Quicken Home Inventory is easy to learn and use

♦ Quicken Home Inventory uses the familiar Windows interface and makes extensive use of graphics and icons. It is highly intuitive and very easy to use.


You can use Quicken Home Inventory with Quicken

As a Quicken user you'll be immediately comfortable with Quicken Home Inventory since it uses registers and lists similar to Quicken registers and lists.  Quicken Home Inventory provides many powerful data exchange features for use with Quicken 5 for Windows.

After you install Quicken Home Inventory it automatically appears on the Quicken Activities menu, you can then:

♦ Add the Quicken Home Inventory icon to the Quicken iconbar.

♦ Write Quicken Home Inventory items and values to a Quicken asset account.

♦ Record Quicken transactions in Quicken Home Inventory.


Quicken Home Inventory main window

You use the buttons, menus, and lists on the Quicken Home Inventory main window to enter and manage your personal home and business inventory.

The individual parts of the main window are pictured below.

Menu bar

Click on a menu name to learn about the commands on that menu.

Iconbar

Click on an icon to learn what the icon does.

Inventory view

Click on a graphic to learn about these Quicken Home Inventory features.

View by location or category

Inventory List view

Inventory Detail view

Inventory control buttons

Click on a button to learn what the button does.


Quicken Home Inventory iconbar

Click on an icon to learn what the icon does.


Starting and exiting Quicken Home Inventory
Starting and exiting

To start Quicken Home Inventory from Quicken 5 for Windows:

Click the Quicken Home Inventory icon on the iconbar. Or choose the Quicken Home Inventory command from the Add-ons menu.

To start Quicken Home Inventory from Windows:

Double-click the Quicken Home Inventory icon in the appropriate Group Window (by default, it is installed in the Quicken window).


Exiting Quicken Home Inventory


File menu

On the menu bar, click File to display the File menu. Then choose the file management command you want to use.

To find out about a menu item, click its name in the graphic displayed below.

To learn about commands on other menus, click << or >> on the button bar at the top of the screen.


New command
New

Creates a new Quicken Home Inventory data file.

You may want to create and maintain individual files for different inventories.  For example, you might have separate files for your home, your office, and your vacation cabin.

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Instructions

Creating a new Quicken Home Inventory file


Open command
Open

Opens an existing Quicken Home Inventory file so that you can update or change the information in it.

QHI converts files you created with the previous version of the program to current format automatically. After you open a file in Quicken Deluxe, you can't continue using it in the older version of QHI unless you have made a backup copy of your data file. See the instructions below for more information.

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Instructions

Backing up a Quicken Home Inventory file

Opening a Quicken Home Inventoryfile

Creating a new Quicken Home Inventory file


Close command
Close

Closes all the windows in the main Quicken Home Inventory window.


Print Setup command
Print Setup

Sets up your printer for printing reports. Use this command to change printer settings, such as paper size and page orientation.

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Instructions

Changing your printer options

Changing report fonts


Print Preview command
Print Preview

Displays your report in one or two-page format. Lets you zoom in on a portion of your report. You can also change report fonts from this window.

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Instructions

Changing your printer options

Changing report fonts


Print command
Print

Prints the report on the selected printer.

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Instructions

Changing your printer options

Changing report fonts


Backup command
Backup

Backs up all accounts in a Quicken Home Inventory file for safekeeping.

If your data fits on one disk, Backup creates a normal DOS copy of your file. If your data doesn't fit on one disk, the backup file created by this command is a special compound file that you need to "restore" in order to use it again.

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Instructions

Backing up a Quicken Home Inventory file

Restoring a Quicken Home Inventory file


Restore command
Restore

Copies a previously backed-up Quicken Home Inventory file onto your main disk. Can be used with files backed up with the Copy or Backup commands on the File menu.

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Instructions

Restoring a Quicken Home Inventory file

Backing up a Quicken Home Inventory file


Password command
Password

Allows you to assign or change a personal password for individual Quicken Home Inventory data files.

Before you use the Password command be sure the current file is the one whose password you want to assign or change.

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Instructions

Setting up a new password

Changing or deleting an existing password

Entering a password when opening a password-protected file


Backup

Backs up to a disk your current Quicken Home Inventory file.

Before you begin, be sure you are currently using the file you want to back up.

Insert a formatted disk in the appropriate drive (a: or b:).

Click on the Drive arrow to display the Drive list, then select the appropriate drive.

To change the name of the backup file, click in the File to backup to field.  Select the name, and then type the new file name.  You can include a directory path if you wish; otherwise the file is backed up to the root directory of the selected drive.

Click OK to back up your datafile.


Restore

Restoring replaces data on your hard drive. When you restore from a backup file, QHI copies the selected file from the specified backup drive to your hard drive.

If you are restoring your current home inventory file, QHI will overwrite it. Remember, you'll lose any changes you've made to your file since you made the backup.

Insert the backup disk containing the file you want to restore.

From the File menu, choose Restore.

In the Restore Home Inventory File window, select the drive containing the backup disk from the Drives drop-down list.

Select the filename you want to restore.

Click on the name to select it. Make sure the filename is shown in the File Name box.

Click OK.

If you are restoring the current file, click OK to overwrite it.


Update Quicken command
Update icon

Sends Quicken Home Inventory resale values to Quicken for Windows.

In Quicken, you can rapidly assess your full net worth by creating net worth reports and graphs that include the total value of your inventory.  This gives you a complete picture of your net worth.

If you have multiple Quicken Home Inventory data files, only the data from your current data file is included in the transmission.

Quicken is immediately updated. If you want to run a net worth report right away, or just see the amount that was transmitted, select the Go To Quicken command to open Quicken.


Go to Quicken command
Go to Qkn icon

Switches to the Quicken window from the Quicken Home Inventory window.  Alternatively, you can press Ctrl+Q or Alt+Q to switch to Quicken.

The Go To Quicken command simply displays Quicken, it does not terminate Quicken Home Inventory, nor does it send data. (To send data to Quicken, use the Update Quicken command.)


Exit command
Exit

Saves your data and closes Quicken Home Inventory.

Alternatively, you can double-click the window Control-menu button, or choose Close from the window Control menu.

If you started Quicken Home Inventory from Quicken you return to the Quicken desktop.  If you started Quicken Home Inventory from Windows you return to the Windows desktop.


Edit menu

On the menu bar, click Edit to display the Edit menu. Then choose the editing command you want to use.

To find out about a menu item, click its name in the graphic displayed below.

To learn about commands on other menus, click << or >> on the button bar at the top of the screen.


Cut command
Cut

Removes the item and puts it on Clipboard. This command is grayed out if nothing is selected.


Copy command
Copy

Copies the selected item onto Clipboard. This command is grayed out if nothing is selected.


Paste command
Paste

Inserts a copy of the Clipboard contents at the insertion point. This command is grayed out if Clipboard is empty.


Find command
Find icon

Searches your records to find a specific item or note about an item. Use the Find command to discover where you've stashed those seldom-used items. Also, if you need to change the replacement costs for items that appreciate (such as antiques) or depreciate (such as cars and computer equipment) you can find related items easily and make the needed changes.

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Instructions

Finding an item


Move Item command
Move Item icon

Allows you to reorganize items in your inventory. For example, if you have recently rearranged furniture in your home, you can easily record these new locations in Quicken Home Inventory. Using Move Item, you can move the selected item or group of items to a different location (such as moving a couch and bookcase from the living room to the study). If you move or make changes to your home, Move Item can help you reorganize your inventory in minutes.

You can also use Move Item to move items from one insurance policy to another. This feature is especially useful if you need to move several items from one policy to another.

Use Move item to see, at a glance, every item assigned to a particular policy or every item in a certain location.

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Instructions

Moving items from one location to another

Moving items from one insurance policy to another


Alphabetize command
Alphabetize Register

Places all items in the currently displayed location or category in alphabetical order (the order is ascending, A to Z).

You can only alphabetize the register in List view.


Options command
Options

Displays the Options window. QHI divides options into three tabbed groups:

♦ Suggested Item List options

♦ Display options

♦ General options

Select the tab for the option group you'd like to review.

To set options:

Click the checkbox preceding the option to select or clear it, for example:

Selected options remain in effect until you change them.


View menu

On the menu bar, click View to display the View menu. Use the commands on the View menu to:

♦ Change how Quicken Home Inventory appears on the screen.

♦ Display the Category, Location, Policy, Claim or Suggested Items list by choosing the command from the View menu.

♦ Switch from viewing your inventory by category to viewing it by location.

To find out about a menu item, click its name in the graphic displayed below.

To learn about commands on other menus, click << or >> on the button bar at the top of the screen.


Iconbar command
Iconbar

If Iconbar is checked, Quicken Home Inventory displays the Iconbar. To hide the Iconbar, click again to remove the checkmark.


Status Bar command
Status bar REMOVED

If Status bar is checked, Quicken Home Inventory displays a status line at the bottom of the window. This status line provides information, such as a brief description of the command you have selected. To hide the Status bar, click again to remove the checkmark.


List View command
List view

Displays the Quicken Home Inventory register. The List view displays one line of information for each item in your inventory.


Detail View command
Detail view

Displays the detailed form for the inventory item you have selected.


By Location command
By Location

Allows you to view your inventory by location, such as living room or bedroom.


By Category command
By Category

Allow you to view your inventory by category, such as appliances or home furnishings.


Category list command
Categories icon

Displays the Category list. This list shows the number of items, the total replacement cost, and the total resale value for every category.  From this list you can add new categories and manage existing ones.

Categories are the names for groups of items, like clothing and electronic equipment.

Items are the number of items in the selected category.

Replacement Cost is the amount it would cost you to replace all items in the selected category today.

Resale Value is the amount you would receive if you sold all items in the selected category today.


Location List command
Locations icon

Displays the Location list. This list shows the number of items, the total replacement cost, and the total resale value for every location. From this list you can add new locations and manage existing ones.

Locations are the places where you keep your possessions, such as your living room, kitchen, garage, or office.

Items are the number of items in the selected location.

Replacement Cost is the amount it would cost you to replace all items in the selected location today.

Resale Value is the amount you would receive if you sold all items in the selected location today.


Policy List command
Policies icon

Displays the Policy list. This list shows the total replacement cost and the coverage amount for each policy. It also shows the difference between the replacement cost and the coverage amount per policy.

Policy is the name of the insurance policy, like Automobile or Homeowner/Renter.

Face Value is the total dollar amount of your insurance coverage for all items covered by a policy.

Coverage usually indicates the dollar amount given to certain items or groups of items under the full policy. For example, the face value of your homeowner policy may be $200,000, which represents $160,000 coverage for your home, and $40,000 coverage for your possessions.  (Face value is the full amount of your policy, including all coverage amounts.)

Replacement Cost is the amount it would cost you to replace all items assigned to the selected policy today.

Difference is the amount of difference between the face value of your insurance policy and the replacement cost of the items assigned to the policy.  If the difference is negative you are under-insured.


Claim List command
Claims List command
Claims icon

Displays the Claims list. This list provides a description of each claim, the amount claimed, the date the claim was filed, and date the claim was settled.

Description is the name you are giving this event, such as robbery, flood, or earthquake.

Amount Claimed is the sum of the replacement costs and repair costs for all items claimed.

Date Claimed is the date you submit your claim.

Amount Paid is the amount you receive from your insurance company to cover your loss.

Date Paid is the date you receive payment from your insurance company.


Suggested Items command
Suggested Items

The Suggested Items list is a preset, alphabetical list of items in the currently selected category.

To display the Suggested Items list, select it by clicking on it. When Suggested Items is checked, Quicken Home Inventory displays this list . You use it to quickly add common items to the inventory list.

To hide the Suggested Items list, click again to remove the checkmark.


Window menu

On the menu bar, click Window to display the Window menu. Then choose the command you want to use.

To find out about a menu item, click its name in the graphic displayed below.

To learn about commands on other menus, click << or >> on the button bar at the top of the screen.


Cascade command
Cascade

Arranges open windows in an overlapping pattern, so that the title bar of each window is visible.


Arrange Icons command
Arrange Icons

Arranges icons in the main Quicken Home Inventory window in rows.

You can shrink any window to an icon by minimizing it.


Reports menu

On the menu bar, click Reports to display the Report menu. Then choose the report you want to create.

Each report shows the time and date of creation and displays your inventory according to the type of report you chose from the Report menu.  (Use the scroll bars on the report window to see items that may not be visible).

To find out about a menu item, click its name in the graphic displayed below.

To learn about commands on other menus, click << or >> on the button bar at the top of the screen.


Inventory Value Summary command
Inventory value summary report

Summarizes all your belongings and their values, displays subtotals and a grand total of the value of your possessions.

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Instructions

Printing Reports


Inventory Detail command
Inventory detail report

Provides detailed information, such as serial number and make/model for each. You can view all your belongings or print this information for a selection of items.

The preset report includes all the items in your inventory. You can use the Select Items button to create a custom report containing a smaller selection of items.

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Instructions

Printing reports

Selecting items for a detail report


Insurance Coverage Summary command
Insurance coverage summary report

Shows a summary listing of all your belongings and their values. This report compares the total value of your belongings with your insurance coverage so you can make informed decisions about your insurance needs.

This report shows items and coverage for a specific insurance policy. The preset policy (Homeowner/Renter, unless you change it) is used to create the report. You can select another policy from the Policy list.

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Instructions

Printing reports


Insurance Coverage Detail command
Insurance coverage detail report

Provides all detailed information for selected items or for all your belongings.

The report shows items and coverage for a specific insurance policy. QHI uses the preset policy (Homeowner/Renter, unless you change it) to create this report. You can select another policy from the Policy list.

If you've entered the location of your receipts and records, the inventory detail report shows that information. This can be helpful if you've forgotten where you stored a receipt or record.

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Instructions

Printing reports

Selecting items for a detail report


Insurance Claim Summary command
Insurance claim summary report

Provides information about the insurance policy associated with an insurance claim, such as the name and address of the insurance company and the claim number, lists the items associated with claim, and provides replacement or repair cost for each item claimed.

This report is useful for comparing replacement costs with repair costs for damaged but repairable items.

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Instructions

Printing reports


Insurance Claim Detail command
Insurance claim detail report

Provides detailed information about items assigned to a claim.

Take this report and your receipts with you when you meet with your insurance adjuster.

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Instructions

Printing reports

Selecting items for a detail report


Help menu

On the menu bar, click Help to display the Help menu. Then choose the Help command you want to use.

To find out about a menu item, click its name in the graphic displayed below.

The Quicken Deluxe Gateway menu item appears on the Help menu for Quicken Deluxe CD-ROM only. Click this item to display a menu listing all the places you can go on the Quicken Deluxe CD-ROM.

To select a place, click it. Quicken Deluxe opens the application, book, or tool you select.

To learn about commands on other menus, click <<  on the button bar at the top of the screen.


Contents command
Contents

Displays the table of contents for the Help system.


Search For Help On command
Search for Help on

Allows you to enter a word or phrase and then search for Help topics containing those words in their titles.


How to Use Help command
Context Help

Provides context-sensitive Help for the window you are currently working in.

When you click Help on the iconbar, the mouse pointer changes to an arrow and question mark. Then click on a icon, a window, a menu item, or some other area of the window. Quicken Home Inventory displays a Help topic for the item you clicked.


About Inventory command
About

Displays the Quicken Home Inventory version number and copyright notice.

If you need to call Technical Support to report a problem, the representative will probably ask you for the version number.


Help

Provides context-sensitive Help for the window you are currently working in.

When you click Help on the iconbar, the mouse pointer changes to an arrow and question mark. Then click on a icon, a window, a menu item, or some other area of the window. Quicken Home Inventory displays a Help topic for the item you clicked.


New

You use this window to specify the name and location of a new Quicken Home Inventory data file.

Select the appropriate drive and directory.

Click in the File Name box; then enter the name of the new file.  (You don't have to type the .IDB file extension; QHI appends it for you automatically.)

Click OK to create the new data file.

The new data file starts with the preset set of suggested locations, categories, and policies.  Any changes you may have made to locations, categories, and policies in the previous file are not transferred to the new file.


Creating a new file

From the File menu, choose the New to display the New File window.

You use the window to specify the name and location of the new Quicken Home Inventory data file.

Select the appropriate drive and directory.

Click in the File Name box; then enter the name of the new file.  (You don't have to type the .IDB file extension, QHI appends it automatically.)

Click OK to create the new data file.

The new data file starts with the default set of suggested locations, categories, and policies.  Any changes you may have made to locations, categories, and policies in the previous file are not transferred to the new file.


Related topics
Open Command

Password Command

Backup Command


Open

Use this window to open an existing Quicken Home Inventory file so that you can update or change the information in it.

To open a Quicken Home Inventory file:

Select the appropriate drive and directory.

Select the file you want to open, then click OK (or, just double-click on the file to open it).

Remember, all Quicken Home Inventory data files end with the .IDB (Inventory Data File) file extension.


Opening a file

From the File menu, choose Open to display the Open File window.

Select the appropriate drive and directory.

Select the file you want to open, then click OK (or just double-click on the file to open it).

Remember, all Quicken Home Inventory data files end with the .IDB (Inventory Data File) file extension.


Related Topics
New command

Backup command

Password command


Setting up a new password
Setting up a password

From the File menu, choose Password to display the Setup Password window.

Type your new password in the Password field.

Type this same password in the Confirm Password field.

This step ensures that you've entered exactly the password you wanted (and expected) in the Password field.

 Click OK.


Change Password

Use this window to change or remove the password from the current file.

Leave the New Password and Confirm New Password fields blank if you want to remove the password from this file.


Changing or deleting a password

From the File menu, choose Password to display the Change Password window.

Type your existing password in the Old Password field.

Type your new password in the New Password field, or leave the field blank to delete the password.

Type this same password in the Confirm Password field. (Leave this field blank if you are deleting your password.)

This step ensures that you entered exactly the password you wanted (and expected) in the Password box.

Click OK.


Entering a password

To enter a password when opening a password-protected data file:

When you assign a password to a data file, QHI displays the Password Required window  when you open the file or when you start QHI (if you are opening a file that is password protected).

Enter your password then click OK to continue.


Password Required

Enter your password then click OK to continue.

When you apply a password to a data file, QHI displays the Password Required window when you open the file or when you start Quicken Home Inventory (if you are opening a file that is password protected).


Backing up a datafile

Before you begin, be sure you are currently using the file you want to backup.

From the File menu, choose Backup to display the Backup window.

Insert a formatted disk in the appropriate drive (a: or b:).

Click on the Drive arrow to display the Drive list, then select the appropriate drive.

If you want to change the name of the backup file, click in the File to backup to field.  Select the name, and then type the new file name.  You can include a directory path if you wish; otherwise the file is backed up to the root directory of the selected drive.

Click OK to back up your current data file.


New command

Open command

Password command


Restoring a file

Restoring replaces data on your hard drive. When you restore from a backup file, QHI copies the selected file from the specified backup drive to your hard drive.

If you are restoring your current home inventory file, QHI will overwrite it. Remember, you'll lose any changes you've made to your file since you made the backup.

Insert the backup disk containing the file you want to restore.

From the File menu, choose Restore.

In the Restore Home Inventory File window, select the drive containing the backup disk from the Drives drop-down list.

Select the filename you want to restore.

Click on the name to select it. Make sure the filename is shown in the File Name box.

Click OK.

If you are restoring the current file, click OK to overwrite it.


Backing up a file


Exiting Quicken Home Inventory

From the File menu, choose Exit to quit Quicken Home Inventory.

Alternatively, you can double-click the window control menu button, or choose Close from the window Control menu.

If you started Quicken Home Inventory from Quicken, you return to the Quicken desktop.  If you started Quicken Home Inventory from Windows, you return to the Windows desktop.


Location list

The Location list shows the number of items, the total replacement cost, and the total resale value for every location. You use this window to add new locations and manage existing ones.

When you first start Quicken Home Inventory, the Location list contains a list of preset locations.

What the buttons do

Click the New, Edit, or Delete buttons below to learn how to add new locations, and edit or delete existing ones.

Locations are the places where you keep your possessions, for example your living room, kitchen, garage, or office.

Items are the number of items in the selected location.

Replacement Cost is the amount it would cost you to replace all items in the selected location today.

Resale Value is the amount you would receive if you sold all items in the selected location today.


Replacement Cost Field

Resale Value Field

Suggested Locations


New Location

Click New to display the New Location window.

In the Location field, type the new location name.

Click OK.

Quicken Home Inventory adds the new location.

Click Close to exit the Location list.


Creating a new location

Click Locations on the iconbar. Or, from the View menu, choose Location List.

From the Location list, click New to display the New Location window.

In the Location field, type the new location name.

Click OK.

Quicken Home Inventory adds the new location.

Click Close to exit the Location list.


Edit Location

Select the location you want to edit.

Click Edit to display the Edit Location window.

In the Location field, edit the existing name or type a new location name.

Click OK.

Quicken Home Inventory renames the location and moves all items from the old location to the new location.

Click Close to exit the Location list.


Editing a location

Click Locations on the iconbar. Or, from the View menu, choose Location List.

From the Location list, select the location you want to edit.

Click Edit to display the Edit Location window.

In the Location field, edit the existing name or type a new location name.

Click OK.

Quicken Home Inventory renames the location on all location lists.  QHI moves the items from the previous location to the new location.

Click Close to close the Location list.


Delete Location

 Select a location and click Delete to remove the location.

Quicken Home Inventory deletes the location permanently from the Location list and moves the items from the deleted location to an "unassigned" location.


Deleting a location

Click Locations on the iconbar. Or, from the View menu, choose Location List.

From the Location list, select the location you want to delete.

Click Delete.

Quicken Home Inventory deletes the location from the Location list and moves the items from the deleted location to an "unassigned" location.


Category list

The Category list shows the number of items, the total replacement cost, and the total resale value for every category.

When you first start Quicken Home Inventory, the Category list contains a list of preset categories.

What the buttons do

Click the New, Edit, or Delete buttons below to learn how to add new categories and edit or delete existing ones.

Categories are the names for groups of items, like clothing and electronic equipment.

Items are the number of items in the selected category.

Replacement Cost is the amount it would cost you to replace all items in the selected category today.

Resale Value is the amount you would receive if you sold all items in the selected category today.


Replacement Cost field

Resale Value field


New Category

Click New to display the New Category window.

In the Category field, type the new category name.

Click OK.

Quicken Home Inventory adds the new category to the list.

Click Close to exit the Category list.


Creating a new category

Click Categories on the iconbar. Or, from the View menu, choose Category List.

From the Category list, Click New to display the New Category window.

In the Category field, type the new category name.

Click OK.

QHI adds the new category to the list.

Click Close to exit the Category list.


Edit Category Dialog
Edit Category

Select the category you want to edit.

Click Edit to display the Edit Category window.

In the Category field, make changes to the existing name or type a new category name.

Click OK.

Quicken Home Inventory renames the category and moves the items from the old category to the new category.

Click Close to exit the Category list.


Editing a category

Click Categories on the iconbar. Or, from the View menu, choose Category List.

From the Category list, select the category you want to edit.

Click Edit to display the Edit Category window.

In the Category field, make changes to the existing name or type a new category name.

Click OK.

Quicken Home Inventory renames the category and moves the items from the old category to the new category.

Click Close to exit the Category list.


Delete Category

 Select a category and click Delete to remove the category.

Quicken Home Inventory deletes the category from the Category list and moves the items from the deleted category to an "unassigned" category.


Deleting a category

Click Categories on the iconbar. Or, from the View menu, choose Category List.

From the Category list, select the category you want to delete.

Click Delete.

Quicken Home Inventory deletes the category from the Category list and moves the items from the deleted category to an "unassigned" category.


Policy list

The Policy list shows the total replacement cost, and the coverage amount for every insurance policy.  It also shows the difference between the replacement cost and the coverage amount per policy.

When you first start Quicken Home Inventory, the Policies window contains a list of preset policies.

What the buttons do

Click the New, Edit, or Delete buttons below to learn how to add new policies, and edit or delete existing ones.

Policy is the name of the insurance policy, like Automobile or Homeowner/Renter.

Face Value is the total dollar amount of your insurance coverage for all items covered by a policy.

Coverage usually indicates the dollar amount given to certain items or groups of items under the full policy. For example, the face value of your homeowner policy may be $200,000, which represents $160,000 coverage for your home, and $40,000 coverage for your possessions.  (Face value is the full amount of your policy, which includes all coverage amounts.)

Replacement Cost is the amount it would cost you to replace all items assigned to the selected policy today.

Difference is the amount of difference between the face value of your insurance policy and the replacement cost of the items assigned to the policy.  If the difference is negative, you are under-insured.

You use the Insurance Policy list (displayed in Detail view only) to assign a policy type to an item.  You can use the Options window to select a different insurance policy to which all items will be assigned automatically.


Insurance Policy field

Replacement Cost field

Default insurance policy option


New Policy Dialog
New Policy

Click New to display the New Policy window.

Enter your insurance information in the appropriate fields.

To add the name and address of your claims adjuster, click Claims.

Fill in the information about your adjuster.

Click OK.

The new policy is added to all policy lists.

Click Close to exit the Policy list.


Adding a new policy

Click Policies on the iconbar. Or, from the View menu, choose Policy List.

From the Policy list, click New to display the New Policy window.

Enter your insurance information in the appropriate fields (use Tab to move between fields).

You can enter up to 410 characters in the Notes field.

To add the name and address of your claims adjuster, click Claims.

Fill in the information about your adjuster.

Click OK.

The new policy is added to all policy lists.

Click Close to exit the Policy list.


Edit Policy

Select the policy you want to edit.

Click the Edit button to display the Edit Policy window.

The selected policy and coverage amount appear in the Policy Name and Coverage fields.

Make any changes to the information about your policy.

To edit the name and address of your claims adjuster, click Claims to display the Claims section of the window.

Click OK.

Click Close to exit the Policy list.

If you rename a policy, QHI moves all items to the renamed policy.


Editing a policy

Click the Policies icon. Or, from the View menu, choose Policy List.

Select the policy you want to edit.

Click Edit.

In the Edit Policy window, you'll see the selected policy and coverage amount in the Policy Name and Coverage fields.

Make any changes to the information about your policy.

To edit the name and address of your claims adjuster, click Claims to display the Claims section of the window.

Click OK.

Click Close to exit the Policy list.

Quicken Home Inventory moves the items in the previous policy to the new policy.


Delete Policy

Select the policy you want to delete and click Delete.

Quicken Home Inventory  deletes the policy from the Policy list and moves the items in the deleted policy to an "unassigned" policy.

A prompt telling you that "You are about to permanently delete a policy!" appears when you delete a policy. Click OK to delete the policy or click Cancel to cancel the deletion.


Deleting a policy

Click Policies on the iconbar. Or, from the View menu, choose Policy List.

From the Policy list, select the policy you want to delete.

Click Delete.

Quicken Home Inventory deletes the policy from the Policy list and moves the items from the deleted policy to an "unassigned" policy.


Claims list

The Claims list displays a description of each claim, the amount claimed, the date the claim was filed, and date the claim was settled.

What the buttons do:

Click the buttons below to learn how to add new claims, and edit or delete existing ones.

Description is the name you are giving this event, such as robbery, flood, or earthquake.

Amount Claimed is the sum of the replacement costs and repair costs for all items claimed.

Date Claimed is the date you submit your claim.

Amount Paid is the amount you receive from your insurance company to cover your loss.

Date Paid is the date you receive payment from your insurance company.


Creating a new claim

Editing a claim

Closing a claim


New Claim

Click New to display the New Claim window.

Enter information about the claim, such as the date of the event, the policy covering the items you plan to claim, and so on.

Click the Items button to select the items you need to claim.

Click Adjust Cost to enter a repair cost or change the replacement value for an item.


Edit Claim

Click Edit to display the Edit Claim window.

Make any changes to the information you've entered.

Click the Items button to remove items from your claim or add new ones.

Click Adjust Cost to enter a repair cost or change the replacement value for an item.


Delete Claim

 Select a claim and click Delete to remove the claim.

Quicken Home Inventory deletes the claim from the Claims list. If you delete a claim, you can no longer create a report listing the items included on that claim.


Paid

When you receive a check from your insurance company to cover your loss, you enter the amount and date here.

When you click OK, QHI returns all items you are repairing to your inventory and removes all items you are replacing from your inventory.


Entering information about your claim

Click Claims on the iconbar. Or, from the View menu, choose Claims List.

Click New.

Fill in the information in the top part of the window.

♦ Claim Description

Enter a memorable description, such as Flood or Earthquake.

♦ Date of Claim

♦ Claim Number

When you speak to your adjuster, many times he or she will ask for your claim number. This is a great place to store that number.

♦ Policy

When you select items for your claim, QHI displays the items you've assigned to this policy.

♦ Date of event

Click the Items button to display the Select Items for Claim window.

Select items for this claim by clicking on them.

In this step, you'll create a list of the items you need to replace or repair.

Click OK.

Notice that QHI now displays the items you selected for the claim in the New Claim window.

Click OK to close the New Claim window.

QHI asks if you want to create a report about your claim.

Click Yes to create an insurance claim summary report.


About the Claims list

Editing a claim

Closing a claim


Editing a claim

Click Claim on the iconbar. Or, from the View menu, choose Claims List.

From the Claim list, select the claim you'd like to update. Then click Edit or double-click the claim.

In the Edit Claim window, select the item you want to adjust. Then click Adjust Cost or double-click the item.

To enter a repair cost, select the Use Repair button and enter the repair cost.

Click OK.

(Optional) Select another item to adjust.

Continue selecting items and entering repair costs until you've completed all the changes you want to make.

Look for your changes in the Replace Cost and Repair Cost columns in the Edit Claim window.

Click OK to exit the Edit Claim window.

Click Close to exit the insurance Claims window.

Changing the replacement cost: If you need to change the replacement cost for an item, you can do so using the same procedure described above. In the Claimed Value box, enter the new replacement cost value in the Use Replacement field.

Remember, if you change the replacement cost here, QHI changes the replacement cost for this item in the database.


About the Claims list

Closing a claim


Closing a claim

Once you've received a check from your insurance company, you can close the claim. You record the payment in QHI. QHI marks the claim "Closed."

Click Claims on the iconbar. Or, from the View menu, choose Claims List.

Select the claim you want to close.

Click Paid.

Enter the date paid and the amount in the Claim Paid window.

Click OK to close the Claim Paid window.

QHI asks if you want to create a report about your claim. Click Yes to create a report.

When you've closed a claim, QHI does these things:

Removes from your inventory the items you lost as a result of the disaster.

Retains in your inventory the items you plan to repair.

Remember, you can always see a list of claimed items on your claim reports. QHI retains claim reports for your reference. To review an old claim, from the Reports menu, choose insurance claim summary or insurance claim detail. Then choose the claim you want to look at from the Claims drop-down list.


Printing Reports

Click the Print button in the Report window.  All reports have a Print button on the Report Title bar.

Alternately, you can choose Print from the File menu to print the currently displayed report.

The report is printed on your preset Windows printer.

For instructions on the printing features discussed below, click the Related Topics icon at the top of this screen.

Printing selected items

If you are printing  an inventory detail or insurance coverage detail report and have selected specific items, Quicken Home Inventory prints the selected items only.

To print a report showing all items, click the Select Items button to display the Select Items window, and then click the Select All button. Click OK to close the window.

Changing report fonts

You can change the font style and size in your printed reports. This feature is very useful if you have a very long report and wish to print it on the fewest number of pages.

Changing printer options

You can change your printer selection or select options for printing, such a paper size, paper orientation (that is, whether the page is printed in a horizontal or vertical direction on the page).


Selecting items for a detail report

Changing report fonts

Changing printer options


Creating a report

Click Reports on the menu bar to display the Reports menu.

Choose the report you'd like to create.

Inventory value summary report

Inventory detail report

Insurance coverage summary report

Insurance coverage detail report

Insurance claim summary report

Insurance claim report

(Optional) Click Print to print the report.

Click Close to close the report window.


Selecting items for a detail report

Printing reports

Changing report fonts

Changing printer options


Inventory value summary report

The inventory value summary report summarizes all your belongings and their values, and gives you subtotals and a grand total of the value of your possessions.

The inventory value summary report is an excellent summary to use for:

♦ Conducting a final check to see if you've included all your belongings in your inventory.

♦ Storing in a location away from your home (along with a floppy disk containing your home inventory data) to support insurance claims if your home is destroyed.

♦ Attaching to your will.

♦ Attaching to a net worth report.

♦ Seeking a loan from a financial institution.


Printing reports


Inventory detail report

The inventory detail report presents detailed information for a selected set of items or for all your items.

This detail report is useful for:

♦ Conducting a thorough inventory of your belongings after you have entered all items from memory. The report also shows you what detailed information may be missing.

♦ Printing details about a particular item for your records.

♦ Tracking a collection of stamps, coins, or antiques.

The preset report includes all the items in your inventory. You can use the Select Items button to create a custom report containing a smaller selection of items.


Printing reports

Selecting items for a detail report


Insurance coverage summary report

The insurance coverage summary report shows a summary listing of all your belongings and their values, and then compares the value of your belongings with your insurance coverage. This information helps you make informed decisions about your insurance needs.

This report shows items and coverage for a specific insurance policy. The preset policy (Homeowner/Renter, unless you change it) is used to create the report. You can select another policy from the Policy list if you wish.

Using the insurance coverage summary report to evaluate your coverage

If your insurance coverage (shown at the end of the insurance coverage summary report) is less than the replacement value of your belongings, you may need to increase your insurance.

On the other hand, if your coverage greatly exceeds the replacement cost of your belongings, you may want to discuss reducing your coverage with your insurance agent. In either case, be sure you have included all your belongings, and be sure you have identified the correct insurance policy and coverage for each item before making insurance decisions.

For example, if your homeowner's insurance includes $150,000 coverage for your house and $50,000 for your belongings, either add the value of the house to your inventory or do not include the $150,000 in your coverage total.

Special riders

Many insurance policies require "riders" for coverage of special items, like jewelry and antiques.

These riders are not automatically tracked by Quicken Home Inventory, so the report may indicate that you have adequate coverage overall, when in fact you need to purchase an additional rider to cover your special items. Once you purchase the rider, enter it into your list of policies as you would any other insurance policy.

Check with your insurance agent to make sure you have adequate coverage for these items.


Printing reports


Insurance coverage detail report

The insurance coverage detail report provides all detailed information for a selection of items assigned to a particular policy. This report is useful for substantiating insurance claims.

The preset policy (Homeowner/Renter, unless you change it) is used to create this report. You can select other policies from the Policy list if you wish.


Printing reports

Selecting items for a detail report


Insurance claim detail report

The insurance claim detail report provides detailed information about each item you've selected for a claim. Create this report if you need to give your insurance adjuster specific details about the items you've claimed or if you need to refresh your memory about a lost or damaged item.

Submit this report, along with copies of all receipts and records for these items to your insurance company.

You can create this report at any time, even after you've closed the claim and replaced the items in your inventory.


Printing reports


Insurance claim summary report

The insurance claim summary report provides vital information for you and your insurance adjuster. This report lists all items on your claim and their replacement costs. You can easily update the report to show repair costs for items that can be salvaged.

QHI maintains all reports. Even after you've closed a claim and replaced the items in your inventory, you can go back and review or print any claim report.


Selecting items for detail reports

The inventory detail and insurance coverage detail reports have a Select Items button that you use to select items for inclusion in a custom detail report. For example, if you are updating your coverage for items that may have appreciated (or depreciated) in value, you can create a report containing just the items in question.

Quicken Home Inventory retains custom selections for the current QHI session only.

You create these reports for different reasons, however, the selection procedure is the same for all reports.

To select items for a detail report:

Choose the detail report you want to create from the Report menu:

Inventory detail report or

Insurance coverage detail report

Click the Select Items button to display the Select Items window.

The window opens with all items selected. Click the Clear All button to clear item selection before you start selecting individual items.

Click each item you want to include in the report. A highlight indicates that you've selected that item and QHI will include it in the report.

To clear selections, click selected items, or click the Clear All button to clear all selections. To select all items, click the Select All button.

Click OK when you're satisfied with your selections.

Quicken Home Inventory displays the report, showing only the selected items. The legend in the button bar tells you the number of items you've selected from your total inventory.


Printing reports


Setting options

To change an option, choose Options from the Edit menu.

Use the Options window to change how Quicken Home Inventory displays information.

To set options:

Click the checkbox preceding the option to select or clear it, for example:

Selected options remain in effect until you change them.

Suggested Item List options

These options control the display and dollar amounts that appear in the  Replacement Cost and Resale Value fields.

Use suggested values for new inventory items

Automatically set Resale Value to 50% of Replacement Cost

Display options

These options control the display and sound effects of messages and inventory activities.

Warn before recording and deleting inventory items

Beep when recording and deleting

Use sounds and special effects in detail view

Show cents in currency fields

General options

These options control the action of various keys and prompts.

Treat the Enter key as a tab

Remind to backup on exit

Default insurance policy

Quicken account name


Suggested Item List options

These options control the display and dollar amounts that appear in the  Replacement Cost and Resale Value fields.

Use suggested values for new inventory items

Automatically set resale value to 50% of replacement cost


General options

These options control the action of various keys and prompts.

Treat the Enter key as a tab

Remind to backup on exit

Default insurance policy

Quicken account name


Display options

These options control the display and sound effects of messages and inventory activities.

Warn before recording and deleting inventory items

Beep when recording and deleting

Use sounds and special effects in detail view

Show cents in currency fields


Use suggested values for new inventory items

Selected:

Displays the suggested replacement cost and resale value amounts in the inventory list fields when you add items from the Suggested Items list.

Cleared:

Does not use suggested replacement cost and resale values amounts when you add items from the Suggested Items list.


Automatically set resale value to 50% of replacement cost

Selected:

Calculates the suggested resale value amount at the percentage you set below the replacement cost when you add new items.  Fifty percent  is the preset percentage. To change the percentage, click in the field and then type the new percentage.

Cleared:

Does not calculate the suggested resale value; the amount entered is the same as the replacement cost when you add new items.


Warn before recording and deleting inventory items

Selected:

Prompts when you leave an item you've changed but not yet recorded or when you permanently delete an inventory item.

Cleared:

Warning prompt does not appear.


Beep when recording and deleting

Selected:

Beeps when you record or delete an item.

Cleared:

Does not beep when you record or delete an item.


Use sounds and special effects in Detail view

Selected:

In Detail view, simulates a page turning when you click the Prev Item or Next Item buttons.

Cleared:

Does not simulate a page turning.


Show cents in currency fields

Selected:

Displays cents in currency fields. You always see the exact total when you send transactions from Quicken.

Cleared:

Does not display cents in currency fields; amounts are rounded to the nearest dollar.

Automatic rounding of transaction amounts sent from Quicken will cause an apparent discrepancy between the amount you receive from Quicken (for example, $50.50) and the amount displayed in Quicken Home Inventory ($51).


Treat the Enter key as a tab

Selected:

Enter key moves between fields in List view.

Cleared:

Enter key records (or performs an action, such as closing a window) rather than moves between fields. You must use Tab to move between fields.

In Notes fields, the Enter key behaves as a line return so you can type multiple lines of text.  You must press Tab (or use the mouse pointer) to leave the Notes field.


Remind to backup on exit

Selected:

Prompts you to back up your current data file before you exit.

Cleared:

Does not prompt you to back up your current data file before you exit.


Default insurance policy

Click the drop-down button next to the Default Insurance Policy arrow to display the Policy list.  Select the policy you want to use as the default.  QHI assigns all new items to the default policy automatically.  (You can use Move Item to move items from one policy to another.)


Changing the date style

QHI is preset to display the date by month, day, and year:  07/24/96. To have QHI display the date by day, month, and year (24/07/96), you need to change a setting in Windows. This setting applies to all Windows applications.

If you are using Windows 3.1, go to Windows Control Panel.

In the Control Panel window, click the International icon.

Windows displays the International window.

In the Date Format box, click the Change button.

Windows displays the Date Format window.

Select DMY as the short date format.

Click OK.

If you are using a later version of Windows, go to Windows Control Panel.

In the Control Panel window, click Regional Settings.

Choose the Date tab.

Choose a short date format.

Click OK.


Quicken account name

Enter the name of the Quicken asset account you want QHI to send your inventory data to. If you enter a new account name, Quicken creates the account for you.

QHI overwrites the information stored in this account each time you send your inventory data from QHI to Quicken.


Getting Help

Help button on the iconbar:

When you click Help on the iconbar, the mouse pointer changes to an arrow and question mark. Then click on a icon, a window, a menu item, or some other area of the window. Quicken Home Inventory displays a Help topic for the item you clicked.

Help commands on the Help menu:

From the Help menu, choose the Help command you want to use. You can choose to see the Help contents, the Search box, or information on using Help.

Click on a menu item to learn more about it.

Help button on windows:

Click the Help button on the window you are currently using to see the Help topic for that window.

Press F1 to display Help for the Main window, or for the currently displayed window.


Viewing by location or category

You use the Location or Category list box to view items by the selected location, such as living room or bedroom or by the selected category, such as appliances or home furnishings.

To change the view:

Quicken Home Inventory is preset to show your inventory list by location. To view your inventory list by category, choose By Category from the View menu.

To select a location or category from the list:

Click the View by listbox arrow to display the drop-down list, and then select the appropriate location or category.


Alphabetizing items

From the Edit menu, choose Alphabetize Register to place all items in the currently displayed location or category in alphabetical order (the order is ascending, A to Z).

You can only alphabetize the register in List view.


Record button

Click Record to save your changes when you add new items or modify existing items.

If you click Restore before you record an item, Quicken Home Inventory discards any changes you've made to the item.

You can also save changes by:

Pressing Enter when the "Treat the Enter key as a tab" option on the Option window is turned off (cleared). For information, see:

Options


Restore button

Click Restore if you make a mistake while you're entering or editing an item. The item reverts to the way it was before you changed it.

Be sure you click Restore before you click Record.  Once you click Record, Quicken Home Inventory saves the changes until the next time you edit the item.


Delete button

You use the Delete button to delete items from your inventory.

To delete items:

In List view, select the item you want to delete (in Detail view the currently displayed form is the selected item).

Click Delete.  QHI deletes the item and all related information from your inventory.


Copy button

In List view, select the item you want to copy. (In Detail view the currently displayed item is selected.)

Click Copy to duplicate the selected item on the next line or form.

QHI duplicates all existing information about the item; this includes detailed information that may appear in Detail view only.


New button

Click New to add a new blank line (in List view) or a new blank form (in Detail view) to your inventory.

After you've added the blank line or form, you can type the new item information.

You don't need to use the New button to add items from the Suggested Items list, Quicken Home Inventory adds a new line or form when you add a suggested item.


Detail View and List View buttons
Detail View and Return to List View buttons

In Detail view, click the Return to List View button to see multiple inventory items on a list. In List view, click the Detail View button to see the detailed form for an individual item.

Detail view  QHI displays each item on a detailed form.  The form contains additional information fields not visible in List view, like Serial Number, Make/Model, and Resale Value History.

List view  QHI displays each item on one line, with Description, Location/Category, Replacement Cost and Resale Value fields for the item.

To set the inventory view:

Click the Return to List View button if you are in Detail view.

Click the Detail view button if you are in List view.

Alternatively, you can change the view from the View menu. Select by clicking on the view you want to use.


Calculator button

Quicken Home Inventory displays the Calculator button on number value fields (such as the Resale Value and Replacement Cost fields).

To use the calculator:

Click on the Calculator button to display the calculator.

Click on the calculator C button to clear the current amount in the field.

Perform your calculation. The numbers appear in the field as you enter them on the calculator.

Click Done or click anywhere outside the calculator to close it.

Click the Record button to record your changes.


Next Item and Prev Item buttons

You use these buttons in Detail view to go to the next or previous item.

Click the Next Item button to go to the next item in the selected location or category.

Click the Prev Item button to go to the previous item in the selected location or category.


List view

The List view displays multiple items in list format.

You can also view a single item in Detail view  which contains additional fields not visible in List view.  To see the item in Detail view, click the Detail view button on the Item Description field (shown in the illustration above).

To learn about the information fields and buttons in List view, click on the following topics:

Item Description

Item Location or Item Category listbox

Replacement Cost

Resale Value

Total line

Detail button

Calculator button

To learn how to enter items in list view, click on this topic:

Entering, editing, and viewing inventory items


Detail view


Item Description field

You enter the name and a brief description of a unique item in the Item Description field.  You can enter up to 50 characters in any combination of letters and numbers.

To enter or edit the Item Description field:

Click in the field, and then type the name and/or a brief description of the item. If the field contains existing text, select the existing text, and then type the replacement text.

Here are some tips you may find valuable when you enter items:

Distinguishing between similar items

Using alphabetical references


Distinguishing between similar items

When you enter item names in a field, it is helpful to add some identifying information in addition to the "generic" name of the item:

♦ For example:

You may have two entries for "Bookcase" with the only distinguishing factor being the price ($100 and $200).

It would be helpful to further distinguish between the bookcases by adding other elements to the description, like:  Bookcase-oak and Bookcase-teak.


Using alphabetical references

Items are referenced alphabetically, so it is helpful to use the same beginning word for similar items:

♦ For example:

You might use "Dining Table," "Dining Chairs" for all objects related to "dining" instead of "Table, Dining," "Chairs, Dining."  However, this is not a hard and fast rule and you should name your possessions in the way that is easiest for you to remember.

QHI does not distinguish between uppercase and lowercase letters.  This means that items are sorted according to the first word or character in the item description regardless of case.  For example, Couch and couch will appear together.


Item Location or Item Category list
Item Location or Item Category lists

You use the Item Location and Item Category lists to change the current item's location or category.

Use this method when you need to update just one (or maybe two) items.

When you need to update many inventory locations (for example,  when you rearrange your furniture), use Move Item. Click on a topic for more information:

About Move Item

Moving items from one location to another

To choose from the Item Category or Item Location list box:

Click the arrow to display the drop-down list.

Choose the appropriate location or category.

If you are viewing your inventory by location and want to view it by category, choose By Category from the View menu.

Detail view contains both Item Location and Item Category list boxes.  In Detail view, you can change an item's location and category at the same time.


Resale Value field

Enter the actual resale value of the item if you were to sell it today.

To enter or change an amount in the Resale Value field:

Click in the field; then type the item's resale value.

If the field contains an existing value, select it. Then type the new value.  (An existing value may be one you entered or it may be a suggested resale value if you added the item from the Suggested Items list.)

Each item has three values:  purchase price, replacement cost, and resale value.  Resale value is a set percentage of replacement cost.  You set the resale value percentage in the Options window. For more information about these options, see:

Options

Use suggested values for new inventory items option

Automatically set resale value percent option

To learn about resale values and your net worth, see:

Resale value and your net worth amount in Quicken


Resale value and your net worth amount in Quicken

Resale value is the amount that is sent to your Quicken Home Inventory asset account when you click Update Quicken on the iconbar.

Each time you update the Resale Value field, QHI records the amount in the Resale Value History window.  QHI maintains the resale value history to show the change in your net worth over time in Quicken net worth reports.

Update Frequently.  Since resale value determines your total net worth figure, you should update this field as frequently as necessary for the appropriate items (perhaps once a year).  Updating the item's resale value for appreciation or depreciation at regular intervals will help you maintain an accurate net worth amount.


Total line

The total line is visible in List view only. It changes dynamically to show a running total of the Replacement Cost and Resale Value fields as you add or modify items in your inventory.

The total changes according to the inventory display. If you are viewing by location, the total reflects the resale value of all items in the location. If you are viewing by category, the total reflects the resale value of your current inventory for the selected category.


Detail view

In Detail view, QHI displays each item separately on a detailed form.  Also, Detail view provides additional information fields not visible in List view. (List view displays multiple items in list format.)

To learn about the information fields and buttons in Detail view, click on the following topics:

Item Description

Make/Model

Serial Number

Purchased At

Purchase Date

Original Price

Replacement Cost

Resale Value

Receipts and Records button

Resale Value History button

Item Location and Item Category lists

Ins Policy

Claim

Notes

List button

Calculator button

Next Item and Prev Item buttons


List view

Entering, editing, and viewing inventory items


Purchased At field

Enter the store from which you purchased the item.

♦ If you bought or acquired the item from a private individual you may want to include a telephone number.  You also can record other information about the purchase in the Notes field.


Original Price field

Enter the original purchase price that you paid for the item.

♦ If you have just purchased the item, your purchase price and resale value amounts are probably the same.

♦ If the item was a gift or is an antique or an original art work, you may not know the original price.  If this is the case, just leave the field blank or make your best guess.

Over time, having an amount in this field gives you a valuable comparison between your purchase price and your changing resale value and replacement cost.


Purchase Date field

Enter the date that you originally purchased the item.

♦ If you purchased the item for resale and did not pay sales tax you may want to note that fact in the Notes field.

♦ You can set the date style (shown as 07/12/93 or 12/7/93) by changing a setting in Windows. For detailed information, see:

Changing the date style


Resale Value History field
Resale Value History button

Click the Resale Value History button to display the Resale Value History window.

♦ This window shows the chronological resale value history for an item.  When you enter or change an item's resale value, QHI records the date and amount here.

♦ As a general rule, the resale value of an item decreases over time.  You should make this adjustment when appropriate, by periodically updating the resale value history for an item.  (You may also want to adjust the replacement cost of an item as the resale value changes.)

♦ You can quickly change an item's current resale value by editing the Resale Value field in either List or Detail view.

Click on a topic below to learn about the buttons in the Resale Value History window:

New

Edit

Delete


Add Resale Value History

Click New to display the Add Resale Value window.

Edit the date if you want to change it (QHI displays the current date by default).

Enter a new value in the Resale Value field.

Click OK to exit the Add Resale Value window.

Click Close to exit the Resale Value History window.


Adding a new resale value

In Detail view, click the Resale Value History button to display the Resale Value History window.

Click the New button to display the Add Resale Value window.

Click in the Date field and change the date if you want to. (QHI displays the current date.)

Click in the Resale Value field and enter the new value.

Click OK to exit the Add Resale Value window.

Click Close to exit the Resale Value History window.


Resale Value History button

Edit Resale Value History window

Delete Resale Value History window

Resale Value field


Edit Resale Value History

Select the entry you want to edit, then click the Edit button to display the Edit Resale Value window.

Edit the existing value in the  Resale Value field.

Click OK to exit the Edit Resale Value window.

Click Close to exit the Resale Value History window.


Editing the resale value history
Editing the resale value history for an item

In Detail view, click the Resale Value History button to display the Resale Value History window.

Select the entry you want to edit, then click the Edit button to display the Edit Resale Value window.

Click in the Resale Value field and edit the existing value.

Click OK to exit the Edit Resale Value window.

Click Close to exit the Resale Value History window.


Resale Value History button

Add Resale Value History window

Delete Resale Value History window

Resale Value field


Delete Resale Value History entry

Select the entry you want to delete; then click the Delete button.

Click Yes to confirm your changes. Then click Close to exit the Resale Value History window.


Deleting a resale value for an item
Deleting a resale value entry for an item

In Detail view, click the Resale Value History button to display the Resale Value History window.

Select the entry you want to delete; then click the Delete button.

Click Yes to confirm your changes. Then click Close to exit the Resale Value History window.


Resale Value History button

Add Resale Value History window

Edit Resale Value History window

Resale Value field


Replacement Cost field

The replacement cost is the amount that it would cost you to replace the item in the event of a theft or a disaster.  This is the amount you usually negotiate with your insurance adjuster when you file a claim.

To enter or change an amount in the Replacement Cost field:

Click in the field, and then type the estimated replacement cost of the item.  You can use the Calculator button to calculate the value if you wish.

If the field contains an existing value, select the existing value, and then type the new value.  (An existing value may be one you entered; or it may be a suggested replacement cost if you added the item from the Suggested Items list.)

Each item has three values:  purchase price, replacement cost, and resale value.  Resale value is a set percentage of replacement cost.  You set the resale value percentage in the Options window. For more information about these options, see:

Options

Use suggested values option

Automatically set resale value percent


Make/Model field

Enter the make and model number of the item.

♦ You can generally obtain the make and model from a user's guide, sales slip, or receipt.  On some items the make and model may appear on the item.


Serial No field
Serial Number field

Enter the serial number of the item.

♦ The serial number is typically stamped, engraved, or pasted on the item (usually in an unobtrusive place).


Claim field

If you've assigned this item to a claim, QHI displays the name of the claim in this field.

You can edit an item you've assigned to a claim; however, you can't delete an item assigned to a claim.

If you want to delete an item you've assigned to a claim, you must first remove the item from the claim. For more information, see Editing a claim


Receipts and Records button

Click the Receipts and Records button to display the Receipts and Records window.

You use this window to specify the evidence establishing your ownership of the item (called Proof of Ownership by insurance companies).  This evidence can be a receipt, a photo, a video, a credit card statement, a canceled check, an appraisal, or a repair record.

To note the location of the selected evidence:

Click in the Location of Records field, and then type the place where you've stored your proof of ownership, such as a safe deposit box, home safe, filing cabinet, or shoe box.


Insurance Policy List field

You use the Insurance Policy list to assign (or reassign) individual items to a policy.

Quicken Home Inventory assigns all items to the Homeowner/Renter policy automatically.  You can change the preset policy by changing an option. From the Edit menu, choose Options. In the Options window under General, select a different insurance policy.

To assign items to a policy:

Click the down arrow to display the Policy list, and then select the type of policy to which you want to assign the item.

QHI displays a cumulative total for each policy in the Policy list.

To add policies to the list:

Click Policies on the iconbar or from the View menu, choose Policy List.  You can add, edit, and delete policies from the Policies window.

The preset policies are:

Homeowner/Renter:  Covers your building and attachments.

Automobile:  Covers your automobile, usually you have a separate policy for each car.

Special Rider:  Covers special items like jewelry and musical instruments.

Unassigned:  Contains items not assigned to a specific policy. For example, if you delete a policy, QHI reassigns the items from the deleted policy to Unassigned.


Notes field

You use the Notes field to enter additional information about the item.

To enter, view, and modify notes text:

Click in the Notes field, then type your note.  You can enter up to 410 characters.

When reading notes, use the scroll bar to see additional lines that may not be visible.

To change information, click in the Notes field. Then use standard text editing techniques (like the kind you use in Windows Notepad) to add, replace, or delete text.

When you're typing in the Notes field, the Enter key works as a line return regardless of the setting on the Options window.


Adding, entering, and viewing items
Adding, editing, and viewing inventory items

Click on the following topics to learn how to enter and edit inventory items, and how to view your inventory.

Keyboard shortcuts

Adding items to your inventory

Adding items from the Suggested Items list

Adding new items

Using the Calculator button to calculate currency fields

List view fields

Detail view fields

Viewing items by location or by category

Changing the location or category for an individual item

Copying items

Updating items


Adding items to the inventory (the basics)
Adding items to your inventory

Use these methods to add items to your inventory:

Select an item from the Suggested Items list

The Suggested Items list provides a preset list of common household and office items.  You can use it to quickly add items to your inventory.

Add a new item

You add a new item to the inventory list by typing it on a blank line (list view) or on a blank form (detail view).

Copy an existing item

Copying an existing item saves time when you want to quickly enter multiples of the same item.


Updating existing items


Adding items from the Suggested Item list
Adding items from the Suggested Items list

The Suggested Items list displays a list of preset items for the currently selected category in alphabetical order.

To add an item from the Suggested Items list to your Inventory:

Double-click on the item, or select the item and then click on the Add Selected Item button.


Lists of items, locations, categories, and policies


Adding new items from scratch
Adding items from scratch

In List view, click on a blank line. Or, click the New button to go to a blank line.

Type the name or a description of the item.

If you are viewing your inventory by location, you'll see the Item Category field. Select a category from the drop-down list.

If you are viewing your inventory by category, you'll see the Item Location field. Select a location from the drop-down list.

Enter the replacement value.

Click Record to record this item, or go on to step 6 and enter more information about the item in Detail view.

Click the Detail view button.

In addition to viewing items in a list, you can see a detailed view of an individual item. In Detail view, QHI displays the item on a form that contains additional information fields not visible in List view, such as Serial Number, Make/Model, and Resale Value History.

Enter information in the fields.

Several fields are already filled in. You can edit the information QHI has entered, such as the purchase date or the insurance policy.

These fields are in Detail view. Click on a name for more information.

Item Description

Make/Model

Serial Number

Purchased At

Purchase Date

Original Price

Replacement Cost

Resale Value

Receipts and Records Button

Resale Value History Button

Item Location and Item Category lists

Policy

Notes

Click Record.

Use the Treat the Enter key as a tab option on the Options window to control the action of the Enter key.


List view

Detail view


Copying existing items

You can copy an existing item when you want to quickly enter a series of similar items, such as compact discs, software, or books.  When you've entered all the duplicates, you can edit just the particular fields. For example, you might add compact disk titles to the Item Description field.

In the Home Inventory register, select the item in the inventory list (in Detail view the current form is the selected item).

Click the Copy button.

Quicken Home Inventory duplicates the item you copied on the next line or form.


Updating existing items
Updating items

In List view or Detail view, click on the field you want to modify, such as Item Description, Item Category/Location, or Resale Value).

Select or delete existing text, then type the replacement text.

Click Record.


Deleting items from your inventory

In the List view, select the item you want to delete.

If you are in Detail view, the form you are currently displaying is selected.

Click the Delete button.

QHI removes the item and all information about the item from your inventory.


 Suggested Items list

For your convenience, the Suggested Items list contains a preset, alphabetical list of items in the currently selected category.  You use it to quickly add common items to the inventory list.

To display the Suggested Items list:

From the View menu, choose Suggested Items.

To add items from the Suggested Items list to your Inventory:

Double-click on the item you want to add to your inventory. Or, select an item then click the Add Selected Item button.

Suggested items and resale values:

♦ Quicken Home Inventory provides a suggested list of items to help you enter items quickly.  The suggested list also serves as a reminder of items you might otherwise forget.

♦ Although it is not visible on the Suggested Items list, each suggested item also has a suggested replacement cost.  The suggested replacement cost appears in the Replacement Cost field in the Inventory display when you add an item from the Suggested Items list.  Additionally, a suggested resale value appears in the Resale Value field.  Resale value is a preset percentage of replacement cost.

Setting Resale Value options:

You can set two types of Suggested Items list options in the Options window:

♦ If you don't want to use the suggested replacement cost or resale value (you'd rather enter the amounts yourself), clear the Use suggested values for new inventory items option.

♦ Use the Automatically set resale value to 50% of replacement cost option to set the resale value percentage amount.


Suggested lists

Category list

Options

Resale Value field

Replacement Cost field


Add Item From Checklist button
Add Selected Item button

You use the Add Selected Item button to add items from the Suggested Items list to your inventory.

To add items from the Suggested Items list to your Inventory:

Select the item you want to add to your inventory.

Click the Add Selected Item button.

Double-click on the item you want to add to your inventory (this is the quickest way to add an item from the Suggested Items list). For more information, see:

Suggested Items list


Update Quicken button
Updating Quicken

In Quicken, you can rapidly assess your full net worth by creating net worth reports and graphs that include the total value of your inventory.  This gives you a complete picture of your net worth.

Sending inventory resale values to Quicken

Click Update Quicken on the iconbar to send all resale values in your current Quicken Home Inventory data file to Quicken.

If you have multiple Quicken Home Inventory data files, Quicken Home Inventory sends data from your current data file only.

Quicken Home Inventory displays this message:

Click Yes to send your inventory data to Quicken, or click No to cancel the action.

Quicken is immediately updated. If you want to run a net worth report right away, or just see the amount that was transmitted, click the Go To Quicken on the iconbar to open Quicken.

Clicking Go To Quicken opens (if necessary) and displays Quicken. It does not terminate Quicken Home Inventory, nor does it send data. To send data to Quicken, click Update Quicken on the iconbar.

Sending data to another Quicken asset account

Tells you how to set up multiple Quicken asset accounts to track your home inventory data.

Viewing Quicken Home Inventory information in Quicken

Tells you how to view your inventory data in Quicken net worth reports and graphs.

Sending Quicken transactions to Quicken Home Inventory

Tells you how to keep your inventory up to date by sending Quicken transaction information to Quicken Home Inventory.


Sending data to another Quicken asset account

You can store your inventory information in multiple Quicken asset accounts. This feature is very handy if you own more than one residence and wish to keep the items in each house in a separate asset account. You can update and send the inventory information independently.

To save your inventory information (perhaps for a vacation home) in a different account, you need to select that account in QHI's Options.

From the Edit menu, choose Options.

Select the General tab.

In the Quicken Account Name box, enter the name of the asset account you'd like to send your inventory data to.

If you type in the name for a new account, Quicken creates the account for you.

Click OK.

Click Update on the QHI iconbar.

In the message box, QHI displays the name of the account you just selected.

Click Yes to send the information to Quicken.


Viewing Quicken Home Inventory information in Quicken

Quicken records your inventory data in special asset accounts. QHI is preset to send your inventory data to a Quicken account called Home Inventory. You can have Quicken set up multiple accounts to store your inventory data.

To see asset account balances:

If you're in Quicken Home Inventory, click Go to Quicken to display Quicken 5 for Windows.

Click Accts on the iconbar to display the Account List window.

You can see the QHI asset account names and balances in the Quicken Account list, but you cannot edit these accounts. The account balances for the QHI asset accounts include the last time you sent data to Quicken. If you have entered new items in QHI since you last transferred your inventory to Quicken, this amount will not reflect the actual current resale value balance in QHI.

QHI replaces the selected QHI asset account each time you update Quicken from Quicken Home Inventory. The account balance shows only the current update, it does not accumulate update balances.

You can open Quicken Home Inventory by double-clicking on the Home Inventory account name in the Quicken Account List, or by selecting the Home Inventory account and clicking the Open button.

Viewing the QHI asset account balances on Net Worth reports and graphs:

Create a net worth report or graph and include the Home Inventory asset accounts. Quicken includes the inventory resale value in your net worth total.

To use QuickZoom on a Quicken net worth graph to zoom to Quicken Home Inventory:

Create a net worth graph.

Double-click the QuickZoom pointer on the Quicken Home Inventory bar to see a pie slice.

Double-click again on the Quicken Home Inventory pie slice to see the Home Inventory Asset Comparison report.

Double-click the QuickZoom pointer anywhere on the report to start Quicken Home Inventory.


Updating Quicken Home Inventory data with Quicken
Updating Quicken Home Inventory

You can use Quicken to keep your inventory up to date. When you purchase a new item, you can quickly record it in your inventory by sending the Quicken transaction to QHI.

To send a Quicken transaction to Home Inventory:

Enter the transaction as usual in Quicken, keeping in mind that it will appear as an inventory item after you send it to QHI.

When you send a Quicken transaction to QHI, register fields become inventory item fields:

Transaction date = Purchase Date.

Payee = Purchased At.

Transaction amount = Purchase, Replacement, and Resale Value.

Memo = Item Description (if Memo is blank, "Quicken Item" is placed in the Item Description field).

From a Quicken bank account, a cash account, or a credit card account, select the transaction you want to record in Quicken Home Inventory.

Select Quicken Home Inventory from the Add-Ons menu, or click on the Inventry icon in the Iconbar.

Quicken Home Inventory displays this message:

"Add Quicken Item to Inventory?"

Click Yes to add the transaction to your inventory, or click No to cancel the transaction.

Sending Splits

If you select a split transaction, Quicken sends only the base amount (and not the individual splits) to Quicken Home Inventory.

Sending Transfers

If the transaction you send to Quicken Home Inventory is a transfer between two Quicken accounts, you see this message:

"Add Quicken Item to Inventory?  Warning: this transaction contains a transfer. This may cause double-counting which will affect your net worth."

If you click Yes, the data is included in your inventory.  This means it will also be included the next time you send inventory data to Quicken.  Therefore, it will be counted twice in Quicken since it already exists there.  If you are concerned about duplicates, click No.

After you click Yes, the item is added to your inventory and displayed in Detail view. You can then enter additional information about the item if you wish.

Starting Quicken Home Inventory without transferring Quicken data

If you are not in a bank, cash, or credit card account and you select the Quicken Home Inventory command or icon, Quicken Home Inventory starts without transferring data from Quicken.

If you are in a bank, cash, or credit card account and you select the Home Inventory command or icon, the selected transaction data is transferred to Quicken Home Inventory. If you want to start Quicken Home Inventory without transferring data, go to the Quicken Desktop or to a different type of account.


Going to Quicken

Click Go to Quicken on the iconbar to switch to the Quicken window from the Quicken Home Inventory window.  Alternatively, you can choose Go to Quicken from the File menu or press Ctrl-Q or Alt-Q to switch to Quicken.

Clicking Go to Quicken simply displays Quicken, it does not terminate Quicken Home Inventory, nor does it send data (to send data to Quicken, click Update Quicken on the iconbar).


Keyboard shortcuts

You use the standard Windows mouse and keyboard techniques to move the pointer and the text cursor, select items, choose menu commands, select buttons, and set options.

You can also cut, copy, and paste text to and from the Windows Clipboard. See your Windows manual if you're not familiar with Windows editing and shortcut techniques.

Quicken Home Inventory has a few additional features and shortcuts which are shown below.

Move the cursor to the next item information field

Press Tab or Enter to move from field-to-field.  To set Enter to move from field to field, select the Treat the Enter key as a tab on the Options window.

Move from item to item

In List view: Click on the item to select it. Use the Scroll bar to see additional items.

In Detail view: Click Next Item or Prev Item to go to the next or previous item.

Drop down the calculator in currency fields

Press Alt + down arrow

Increase or decrease amounts in currency fields

Press + to increase the amount in the field by $50

Press - to decrease the amount in the field by $50

Drop down the calendar in date fields

Press Alt + down arrow

Move the date ahead or back in date fields

Press + to go ahead one day

Press - to go back one day

Date entry

Type the following letters to change the date to:

t = today, m = first of month, h = end of month, y = first of year, r = end of year

Record changes

Press Alt+C

Delete items

Press Alt+D

Go to Quicken

Press Ctrl+Q or Alt+Q

Switch between list and detail views

Press Ctrl+L

In list view, press Alt + down arrow in the Item Description field.

Switch between List view (or Detail view) and the Suggested Items list

Press F6


Suggested lists

You can use the suggested lists of items, locations, and categories to quickly set up a basic inventory of your personal and business items (see Quick Start).

The lists show:

♦ Suggested items and values.  Use the Suggested Items list to quickly add common items to your inventory.  Suggested items and replacement cost values are based on 1994 items and prices obtained from major home and business catalogs.

♦ Locations and categories.  The preset lists of locations and categories appear in the Location and Category lists when you first start Quicken Home Inventory, or when you create a new Quicken Home Inventory data file.  You use the Location list and Category list commands from the View menu to add to and change the lists to meet your needs.

♦ Insurance policies.  The preset list of insurance policies appears in the Policy list when you first start Quicken Home Inventory, or when you create a new Quicken Home Inventory data file.  You use the Policy List command from the View menu to add to and change the policy list.

Suggested items and values

Suggested locations

Suggested categories

Suggested insurance policies


Suggested items and values

The Suggested Items list is a list of proposed items and values.

Although it doesn't appear in the list, each item also has a suggested replacement cost.  The amount is automatically placed in the Replacement Cost field in the inventory list when you add an item from the Suggested Items list to the inventory.

To change a suggested value, select it, then type your own value.

The suggested replacement cost values are based on average prices from nationally distributed home and business catalogs.  Resale values which appear in the Resale Value field are set as a percentage of Replacement cost.  See Options to set preset amounts for the suggested replacement cost and resale value.

The Emergency Supplies list contains items that the Federal Emergency Management Agency (FEMA) suggests you have put aside in case of an emergency situation or disaster.

Appliances

Clothes dryer, 350

Dishwasher, 400

Freezer, 600

Garbage disposal, 100

Microwave oven, 250

Refrigerator, 700

Stove, 550

Trash compactor, 400

Washing machine, 450

Bath

Bath rug, 20

Cosmetics, 100

Curling iron, 20

Electric shaver, 40

Electric toothbrush, 60

Hair dryer, 30

Laundry hamper, 35

Scales, 75

Shower attachments, 40

Shower curtain, 35

Shower mat, 20

Toiletries, 150

Clothing

Boots, 400

Briefcase, 200

Clothes-children's, 2000

Clothes-men's, 3000

Clothes-women's, 5000

Fur garment, 1000

Handbag, 200

Hats, 200

Luggage, 300

Shoes, 500

Decorations & Art

Art-original, 1000

Art-reproduction, 50

Holiday decorations, 300

House plants, 150

Mirror, 50

Pillows-decorative, 200

Wall hangings, 100

Electronics

Answering machine, 100

Calculator, 50

Camera, 200

Camera accessories, 200

Cassette tape player, 300

Cassette tapes, 400

Clock, 25

Clock radio, 35

Compact disk player, 300

Compact disks, 400

Phone, 100

Phone-cellular, 400

Radio, 100

Record albums, 400

Stereo-amplifier, 200

Stereo-receiver, 200

Stereo-speakers, 200

Stereo-tuner, 500

Television, 400

Turntable, 100

VCR, 400

Video camera, 800

Video games, 200

Video game system, 150

Video tapes, 500

Emergency Supplies

Aluminum foil, 2

Batteries, 15

Buckets-plastic, 4

Camp stove, 25

Cash, 250

Chlorine bleach, 1

Clothes-extra set, 50

Cookware, 22

Cotton swabs, 2

Credit cards, 0

Disinfectant, 3

Drugs-prescription, 0

Duct tape, 4

Duffel bag, 30

Eyeglasses-prescription, 100

First aid kit, 17

Flashlight, 12

Foods-canned, 15

Foods-comfort (such as cookies, instant coffee, hard candy), 10

Foods-dehydrated, 50

Foods-high energy (such as granola, raisins, peanut butter), 20

Foods-staples (such as salt, pepper, and sugar), 10

Hydrogen peroxide, 2

Garbage can-32 gallon (for storage), 10

Keys-extra set, 0

Knife-utility, 25

Map, 3

Medical devices list, 0

Physicians list, 0

QHI inventory list, 0

Radio-battery powered, 30

Rain gear, 40

Signal flare, 2

Sleeping bag, 40

Special needs items, 0

Sunglasses, 25

Survival guide, 12

Tent, 100

Thermal underwear, 32

Toilet paper, 3

Vitamins, 9

Water-3 gal per person per day, 3

Waterproof matches, 2

Whistle, 1

Work boots, 75

Furnishings

Bassinet, 100

Bed, 1000

Blinds, 100

Bookcase, 200

Books, 500

Buffet, 400

Bureau, 400

Chair, 200

Changing table, 100

Chest, 300

China cabinet, 600

Clock, 100

Coat rack, 50

Coffee table, 400

Couch, 600

Crib, 500

Curtains, 100

Desk, 250

Dining table & chairs, 1200

Dresser, 300

Drapes, 200

End table, 100

Entertainment center, 400

Fireplace tools, 150

Futon, 200

Hat rack, 200

Kitchen table & chairs, 400

Lamp, 50

Love seat, 500

Night stand, 100

Rug, 300

Rug-oriental, 1000

Serving table, 400

Shades, 100

Side table, 100

Stools, 400

Stroller, 100

Trunk and contents, 100

Vanity, 300

Garage & Yard

Automotive supplies, 200

BBQ grill, 200

BBQ supplies, 100

Bench, 200

Compost bin, 75

Dog house, 70

Garden supplies, 200

Garden tools, 500

Ladder, 100

Lawn ornaments, 50

Lawnmower, 300

Patio furniture, 500

Pool supplies, 300

Shop vacuum, 150

Snow tires, 150

Storage shed, 200

Swing set, 200

Tools-hand, 200

Tools-power, 1500

Workbench, 300

Hobbies & Crafts

Art & craft supplies, 300

Collection-coin, 0

Collection-sport card, 0

Collection-stamp, 0

Musical instrument, 1000

Piano, 1000

Photo albums, 200

Sewing machine, 375

Sewing supplies, 200

Sewing table, 170

Jewelry & Valuables

Antique, 1000

Bracelet, 100

Brooch, 100

Documents-valuable, 1000

Earrings, 100

Gems, 0

Jewelry-precious, 1000

Jewelry-semiprecious, 200

Necklace, 100

Precious metals, 0

Ring, 100

Watch, 100

Wedding ring, 0

Kitchen & Cleaning

Blender, 50

Bread maker, 200

Broom-electric, 60

Brooms/mops, 100

Butcher block, 150

China, 1000

Coffee/tea service, 300

Cooking utensils, 200

Cookware, 200

Crystal, 200

Cutlery, 200

Dishes, 400

Espresso maker, 200

Fire extinguisher, 30

Flatware, 150

Food processor, 200

Food staples, 300

Glassware, 200

Iron, 35

Ironing Board, 45

Mixer, 40

Pet supplies, 100

Pots and pans, 300

Silverware, 1000

Stepladder, 45

Toaster, 40

Toaster oven, 50

Vacuum cleaner, 150

Water purifier, 30

Wine rack, 100

Wine/liquor, 300

Linens

Bed linens, 300

Bedspread, 200

Blanket, 100

Blanket-throw, 50

Comforter, 200

Electric blanket, 150

Pillows, 100

Quilt, 200

Table linens, 200

Towels, 200

Medical

Contact lenses, 100

Dentures, 1000

First aid kit, 100

Glasses, 100

Hearing Aid, 200

Medical equipment, 500

Medicines, 300

Office Equipment

Business cards, 100

Computer CPU, 3000

Computer accessories, 300

Computer furniture, 400

Computer modem, 100

Computer monitor, 300

Computer printer, 500

Computer software, 2000

Copier, 600

Fax, 400

Filing cabinet, 400

Office supplies, 300

Safe, 300

Stationery, 100

Typewriter, 200

Sports & Recreation

Board games, 250

Camping equipment, 400

Card table, 100

Exercise equipment, 800

Fishing equipment, 300

Golf clubs, 500

Gun, 100

Hobby supplies, 200

Jet ski, 1500

Jigsaw puzzles, 100

Ping-Pong table, 300

Pool table, 1000

Roller skates, 200

Scuba gear, 300

Skis-boots, 200

Skis-snow, 1000

Skis-water, 500

Snowboard, 200

Snowmobile, 1500

Sports bag, 40

Surfboard, 200

Tennis equipment, 200

Toys, 1000

Windsurfer, 800

Vehicles

Automobile, 12000

Bicycle, 400

Motor boat, 5000

Motorcycle, 2000

Motor home/RV, 20000

Motor scooter, 800

Plane, 150000

Sailboat, 4000


Suggested locations

Locations are the rooms or places where you keep your possessions.

The list of suggested locations appears in the Location list on the View menu, and in the Locations window. See Location list to learn how to create, edit, and delete categories.

Attic

Basement

Bathroom 1

Bathroom 2

Bedroom 1

Bedroom 2

Bedroom 3

Closets

Dining Room

Family Room

Garage

Halls and Entry

Kitchen

Laundry/Utility Room

Living Room

Office/Study

Patio/Deck

Safe Deposit Box


Suggested categories

You use Categories to classify your possessions.

The list of suggested categories appears in the Category list on the View menu, and in the Categories window.  See Category list to learn how to create, edit, and delete categories.

Appliances

Bath

Clothing

Decorations & Art

Electronics

Emergency Supplies

Furnishings

Garage & Yard

Hobbies & Crafts

Jewelry & Valuables

Kitchen & Cleaning

Linens

Medical

Office Equipment

Sports & Recreation

Vehicles


Suggested insurance policies

Quicken Home Inventory provides these insurance policy names to get you started when you first install Quicken Home Inventory or create a new data file.

See Policy list to learn how to create, edit, and delete insurance policies.

Automobile

The automobile policy covers your automotive vehicles.  You may have one or more policies to cover your vehicles, such as your car, motorcycle, bicycle, house trailer, or recreational vehicle.  You can use this suggested policy to get started, then add additional policies as you need them.

Homeowner/Renter

This policy covers your home, attached fixtures or built-in appliances, and possessions.  If you're a renter, it covers your possessions only.  You may want to modify these preset policies to specify homeowner or renter.  This is the preset policy, all items are automatically assigned to this preset policy when you enter them, unless you reassign them to a different policy.

Special Rider

Special insurance riders cover unusually valuable possessions, like jewelry, musical instruments, or art objects.  Additionally, you may have completely separate policies for these types of items.  If so, be sure and add these policies to the Policy list.

Unassigned

All inventory items that are not specifically assigned to a policy are automatically placed in the "Unassigned" policy.  When you delete a policy, QHI moves all items assigned to that policy to "Unassigned."


First aid for common problems

This is your Help "first aid kit" with tips for answering questions and solving problems you might encounter while you use Quicken Home Inventory.  As we developed and tested Quicken Home Inventory, we accumulated a few tips and suggestions that may prove helpful to you.  They are listed below.

Limits to items in each category or location

There is a limit to the number of items that can be displayed in a single location or category.  The limit ranges from 800 to 1200 items.  There is no limit to the number of locations or categories you may have or to the total number of items you may have.

Tracking warranty information

You can use the Notes field (in Detail view) to track warranty expiration dates.

Working with multiple Quicken for Windows files

If you have multiple Quicken files:  Open Quicken, and then open the Quicken file to which you want to send your inventory data.  You'll then be sure you're sending your Quicken Home Inventory data to the correct Quicken file.  Quicken Home Inventory sends data to the current Quicken file (if Quicken is open), or to the last used file (if Quicken is not open).

Showing cents in currency fields

Automatic rounding of transaction amounts sent from Quicken will cause an apparent discrepancy between the amount you receive from Quicken (for example, $50.50) and the amount displayed in Quicken Home Inventory ($51).

You can avoid this display discrepancy by selecting the Show Cents in Currency Fields option.  See Setting Options.

Similarly, in reports, when not showing cents the total may be different than the sum of the items.  This is because the item amounts are rounded.  To compute the total, add the nonrounded item amounts, then round the total.

Including your house in the inventory data you send to Quicken

If you are already tracking your home's value through a Quicken asset account do not include an item called "home" in your inventory.  This prevents you from having two "home" assets included in your Quicken net worth report.

If you don't have a home item in Quicken Home Inventory then you should enter the amount of your possessions only under Coverage in the Policies window.


Suggested Items list

For your convenience, the Suggested Items list contains a preset, alphabetical list of items in the currently selected category.  Use it to quickly add common items to the inventory list.

To display the Suggested Items list:

From the View menu, choose Suggested Items.

To add items from the Suggested Items list to your Inventory:

Double-click on the item you want to add to your inventory. Or, select an item and then click the Add Selected Item button.

Suggested items and resale values:

♦ Quicken Home Inventory provides a suggested list of items to assist you in quickly entering an inventory.  The suggested list also serves as a reminder of items you might otherwise forget.

♦ Although it is not visible on the Suggested Items list, each suggested item also has a suggested replacement cost.  The suggested replacement cost appears in the Replacement Cost field in the Inventory display when you add an item from the Suggested Items list.  Additionally, a suggested resale value appears in the Resale Value field.  Resale value is a preset percentage of replacement cost.

To set resale value options:

You can set two types of Suggested Items list options in the Options window:

♦ If you don't want to use the suggested replacement cost or resale value (you'd rather enter the amounts yourself), clear the Use suggested values for new inventory items option.

♦ Use the Automatically set resale value to 50% of replacement cost option to set the resale value percentage amount.


Move Item

Use Move Item to:

♦ Move a group of items from one location to another when you rearrange your furniture or move to a different home.

♦ Move a group of items from one insurance policy to another.

Moving items is easy

Select the item or items you want to move.

To select one item, click on it. To select more than one item, press the Ctrl key as you click the items.

To select a group of items in sequence, click the first item you want to move. Then press the Shift key and click the last item in the list you want to move. Quicken Home Inventory highlights all items between the first item you selected and the last item clicked.

 In the Move to this Location (or Policy) box, select the location or policy you want to move these items to.

 Click the Move button.


Moving items from one insurance policy to another

Moving items from one location to another


Moving items from one location to another

Use Move Item to update your inventory when you rearrange your furniture or move to a different home. Using Move Item, you can select many items at once and move them to a new location.

From the Edit menu, choose Move Item. Or click Move Item on the iconbar.

(Optional) Select the location you want to move items from.

The Current Location field shows the latest location you've selected in the register. You can change the location by choosing a different location from the drop-down list.

In the Items box, select the items you want to move.

To select one item, click on it. To select more than one item, press the Ctrl key as you click the items.

To select a group of items in sequence, click the first item you want to move. Then press the Shift key and click the last item in the list you want to move. Quicken Home Inventory highlights all items between the first item you selected and the last item clicked.

In the Move to this Location box, select the location you want to move these items to.

Click the Move button.

The status line at the bottom of the window reports the number of items moved and the new location.

When you've moved all items to their new location, click Close.

You can use Move Item to see at a glance all the items assigned to a particular location.


Moving items from one insurance policy to another

Use Move Item to move items from one insurance policy to another. Using Move Item, you can select many items at once and move them to a different policy.

From the Edit menu, choose Move Item. Or click Move Item on the iconbar.

(Optional) Select the policy you want to move items from.

The Current Policy field shows the preset insurance policy. You can change the policy name displayed by choosing a different policy from the drop-down list.

In the Items box, select the items you want to move.

To select one item, click on it. To select more than one item, press the Ctrl key as you click the items.

To select a group of items in sequence, click the first item you want to move. Then press the Shift key and click the last item in the list you want to move. Quicken Home Inventory highlights all items between the first item you selected and the last item clicked.

In the Assign to this Policy box, select the insurance policy you want to move these items to.

Click the Move button.

The status line at the bottom of the window reports the number of items moved and the name of the new policy .

When you've moved all items to their new policies, click Close.

You can use Move Item to see at a glance all the items assigned to a particular policy.


Item Information button

You see a brief description of the item you plan to move. Quicken Home Inventory tells you where the item is located currently, a description of it, where you purchased it, how much you paid, and other information.

Click Close when you're ready to return to the Move Item window.


Find

Use the Find window to locate an item or items in your inventory. This is handy if you've forgotten where you've stashed something. You can also use it to update a group of items. For example, if you have a collection of antique jewelry, you may need to change the replacement value if the items have appreciated.

You can search in the Item Description field, the Item Notes field, or both fields.


Select items (insurance coverage detail report)

The window opens with all items selected. Click the Clear All button to clear item selection before you start individual item selection.

Click each item you want to include in the report. The highlights indicate that the item is selected and will be included in the report.

To clear selections, click selected items, or click the Clear All button to clear the entire selection. To select all items, click the Select All button.

Click OK when you're satisfied with your selection.

QHI displays the report, showing only the selected items. The legend in the button bar tells you the number of items you've selected from your total inventory.


Select items (inventory detail report)

The window opens with all items selected. Click the Clear All button to clear item selection before you start individual item selection.

Click each item you want to include in the report. The highlights indicate that the item is selected and will be included in the report.

To clear selections, click selected items, or click the Clear All button to clear the entire selection. To select all items, click the Select All button.

Click OK when you're satisfied with your selection.

Quicken Home Inventory displays the displays the report, showing only the selected items. The legend in the button bar tells you the number of items you've selected from your total inventory.


Select Items for Claim

Tips for selecting items:

Click each item you want to claim. A highlight indicates that an item is selected and will be included in the claim.

To select all items, click the Select All button.

To clear an item you've selected, click on it. QHI removes the highlight.

To clear all selections, click the Clear All button.

When you click OK, you return to the Edit Claim window. You'll see that QHI has updated the list of claimed items.


New Claim

Use this window to enter information about your claim.

Enter a memorable description, such as flood or earthquake, in the Claim Description field.

Enter the date you submitted this claim to your insurance company.

Enter your claim number. When you speak to your adjuster, many times he or she will ask for your claim number. This is a great place to store that number.

Select the policy you'd like to use for this claim. When you select items for this claim, QHI displays the items you've assigned to this policy.

Enter the date of the event.

What the buttons do:

Displays the Adjust Item Cost window. You can enter a repair cost for an item here, or change its replacement value.

Displays the Select Items for Insurance Claim window. QHI displays the items assigned to the policy you selected in the Policy field. You select items for your claim from the list.


Edit Claim

After you give your prepared report of your loss to your claims adjuster, he or she may suggest that you get an item repaired rather than replaced. With QHI, you go to one place where you can record repair and replacement costs.

Use this window to update information about an existing insurance claim.

If you select a different insurance policy, QHI will discard all the items currently selected for this claim. When you click Items, QHI will display the items assigned to the new policy. You must then select a new set of items for this claim.

What the buttons do

Displays the Adjust Item Cost window. You can enter or change a repair cost for an item here, or change its replacement value.

Displays the Select Items for Insurance Claim window. QHI displays the items assigned to the policy you selected in the Policy field and highlights the items you've already selected for this claim. You can add or remove items from your claim here.


Claim Paid

Use this window to record payment information about your claim.

Enter the date you received the check. QHI is preset to enter today's date; you can change the date.

Enter the amount you received. QHI is preset to enter the amount you've claimed. You can change this amount if you need to.

When you've closed a claim, QHI does these things:

♦ Removes from your inventory the items you've lost as a result of the disaster.

♦ Retains in your inventory the items you plan to repair.


List of Found Inventory Items

This window lists all items in your inventory that match the search text you entered in the Find window. QHI also tells you how many items it found.

What the buttons do

Displays the item you've selected in Detail view. You can now see all the information you've entered about this item.

Displays the Find window. You can refine your search or start a new search.


Changing report fonts

Changing fonts is easy and since you can change fonts through Print Preview, you can see your changes before you print your report.

When you select a report font, font style, and font size, QHI applies these changes to the report body. For report headings, QHI uses the new settings and increases the font size by two points.

From any report, click Preview at the top of the report window.

QHI displays a preview of the printed report.

In the Print Preview window, click Fonts to display the Font window.

Select the font, font style, and font size you want to use.

Click OK to close the Font window.

The report in the Print Preview window displays the title and body font you selected. You see how your report will appear on the printed page.

Click Close to exit the Print Preview window.

Now you can print your report.

The fonts you can use in your QHI reports are determined by the fonts available to your printer.


Print

Use the Print window to make these changes:

♦ Select a range of pages you'd like QHI to print. This is handy if your report is long and you only want to see a portion of it.

♦ Change the print quality. QHI is present to print at high quality. If you'd like to print your reports faster (but at a lower quality), select Low from the drop-down list.

♦ Change the number of copies. QHI is preset to print one copy. Enter the number of copies you'd like to print.


Font

Use the Font window to change the font in your printed reports.

You can change these elements:

♦ Font

♦ Font style (for example, you can make the report print in bold or italic)

♦ Font size

When you select a report font, font style, and font size, QHI applies these changes to the report body. For report headings, QHI uses the new settings and increases the font size by two points.

The font you can use in your QHI reports are determined by the fonts available to your printer.


Print Setup

Use the Print Setup window to make these changes:

♦ Select a different printer. If your printer is not listed, use the Windows Control Panel to install the printer driver for your printer. See your Microsoft Windows User's Guide for installation instructions.

♦ Change the paper orientation. If your report is very wide, choose Landscape. If it's not wide, choose Portrait.

♦ Change the paper settings. Set the correct size and source for the paper you plan to use.


Print Preview window

Each report window has a Preview button. Click it to see the layout and current font selection before you print it. Use the buttons on the Print Preview window to view your report in various ways.

Click on a button to learn about what it does.


Print

Click Print to display the print window.


Next Page and Prev Page

Click Next Page and Prev Page to navigate through your report.


One Page or Two Page

Click this button to switch from a one-page to a two-page display of your report.


Zoom In

Click Zoom In to magnify your report. Click the button again to magnify it further.


Zoom Out

Click Zoom Out to reduce your report. Click the button again to reduce it further.


Fonts

Click Fonts to change report fonts. QHI lets you change the font style (such as bold or italic) and the font size.


Close

Click Close to exit the Print Preview window.


Changing printer options

You don't have to make any change to your printer settings to print a report. QHI uses the printer you selected for printing with Microsoft Windows.

You can change your printer selection or select options for printing reports, such as paper size and paper orientation.

From the File menu, choose Print Setup.

{Optional)Select the printer you want to use from the Specific Printer drop-down list.

If your printer is not listed, use the Windows Control Panel to install the printer driver for your printer. See your Microsoft Windows User's Guide for installation instructions.

(Optional) Change the paper orientation setting.

If your report is very wide, choose Landscape. If it's not very wide, choose Portrait.

(Optional) Change the paper settings.

Set the correct size and source for the paper you plan to use.

Click OK to close the Print Setup window.


Finding an item

You can search for text in the Item Description field, the Notes field, or both.

Click Find on the iconbar. Or, from the Edit menu, choose Find.

In the Search For field, enter the text you want to find.

You can type your search word or phrase in uppercase or lowercase letters.

Click Find All.

QHI displays the List of Found Inventory Items window. QHI lists each item that matches the text you entered.

Select the item you want to look at; then click View Item. Or, simply double-click the item to select it.

QHI displays the item in Detail view.

Continue selecting items from the list that you'd like to view. If the list gets covered by other windows, simply click Find on the iconbar; QHI redisplays the list of found inventory items.

Click Close to exit the List of Found Inventory Items window.


Adjust Cost

Since there's a good chance that not every item on your claim will be a total loss, QHI lets you record and track repair costs. Use this window to record this information.

To change or enter a repair cost for an item: click the Use Repair button and enter the amount of the repair.

To change the replacement cost for an item: click the Use Replacement button and enter the new replacement cost.

Remember, if you change the replacement cost here, QHI changes the replacement cost for this item in the database.


Quicken Deluxe Guide
Quicken Deluxe Gateway command
Gateway icon

Displays a menu listing all the places you can go on the Quicken Deluxe CD-ROM.

To select a place, click it. Quicken Deluxe opens the application, book, or tool you select.


Quick Start tutorial
Quick Start for Quicken Home Inventory

Click on these topics to learn how to set up your basic inventory of household items:

Read this brief introduction to learn about Quicken Home Inventory and the benefits of using it to keep track of your personal possessions.

Quick Start lessons give you seven quick steps that show you how to enter, print, verify, and edit a basic inventory of your household items.

If you want to use Quick Start later, click the Contents button on this Help window to return to Help Contents


Quick Start Introduction

You use Quicken Home Inventory to create and maintain an inventory of your personal possessions.  To do this, you enter each of your household items, with its resale value and replacement cost into Quicken Home Inventory's easy-to-use inventory list.

You can then display the items you've entered by location and category.  This means you can immediately see which types of objects you have in every room in your house and what they are worth.

Some of the reasons you'll want to use Quicken Home Inventory to track your possessions are:

For insurance purposes

To know your true net worth

To have the security of knowing what you own

To know the exact location of your possessions

To provide an inventory for your heirs and executors

Because Quicken Home Inventory is easy to use

To use Quicken Home Inventory with Quicken for Windows

When you've finished reading the introduction, click the Back button on this Help window to return to Quick Start.


Quick Start Lessons

Click Numbers 1 - 7 (in sequence) to learn how to quickly enter, print, verify, and edit a basic inventory of your household items.

For detailed help about a specific button, menu, command, feature or function, use the Help Index or Search button.


Selecting a location

First, select the location you want to inventory.  Locations are the places where you keep your possessions, like your living room, kitchen, garage, or office.

To select a location:

Click the arrow on the View by Location list box to display the Locations list, and then select the location you want to use.


Selecting a category

Second, select the category you want to use.  Categories are the names for groups of items, like clothing, electronic equipment, and home furnishings.

To select a category:

Click the arrow on the Item Category list box to display the Categories list, and then select the category you want.

The Suggested Items list always displays all suggested items for the current category (you'll learn how to use the Suggested Items list in Lesson 3).

You can use the Item Category list to change the category for an individual item any time you wish.


Entering Items in the Inventory Register
Entering items in the inventory list

Use the Suggested Items list to add items quickly to your inventory:

Select an item from the Suggested Items list, then click the Add Selected Item button to add the item to your inventory.  To enter an item even faster, double-click on the item.

If the item you're looking for isn't on the Suggested Items list you can type it on a blank line.  To add a new item, click on a blank line, enter the item description and values, and then click Record.

The inventory list

Items appear in the inventory list as shown below.  The description, replacement cost, and resale value is shown for each item.

Item Description is the name of the item and a brief description

Replacement Cost is the amount you would pay to replace the item

Resale Value is the amount you would receive if you sold the item

Suggested Items and Values are preset

When you've finished reading this lesson, click the Back button on this Help window to return to Quick Start.


Finishing your inventory

To finish your inventory:

♦ Continue to enter items in the inventory list, changing locations or categories as necessary.

♦ When you complete your inventory, create and print an inventory value summary report (step 5).

♦ Take the report around your house and do a visual inventory.  Edit the report as you go, checking off the items that are OK, editing and adding new items as necessary.

Write the serial number, make, and model of appropriate items, like electronic equipment.  You can add this additional information to items when you revise your basic inventory (step 6)

♦ Return to Quicken Home Inventory and make the necessary changes when you're finished (step 6).

When you've finished reading this lesson, click the Back button on this Help window to return to Quick Start.


Creating and Printing an Insurance Coverage Report
Creating and printing an inventory value summary report

From the Reports menu, choose Inventory Value Summary.

The inventory value report shows each item in your inventory, sorted by category.

Click the Print button on the Report window to print the report.

Once you have the printed report you can take it around your house and do a visual inventory as described in step 5 "Finishing your inventory."

When you've finished reading this lesson, click the Back button on this Help window to return to Quick Start Lessons.


Editing items and adding additional information

Editing Items

You can enter additional information about an item when you've finished entering your basic inventory, or at the time you enter the item.

So far, you've been looking at your inventory in List view, which shows multiple items in a list format.  You can also see one item at a time in Detail view, which contains additional information fields that are not visible in List view.

Adding additional information in Detail view

Select the appropriate item on the inventory list.

Click the Detail button.

Enter any additional information you'd like to add, such as the item's serial number or make and model.  Click the Record button to record your changes.

To return to List view, click the Return to List View button.

The following illustration shows a comparison of Detail and List views.  (The illustration is greatly reduced from the actual size of the views).

When you've finished reading this lesson, click the Back button on this Help window to return to Quick Start.

For complete information about List or Detail view, see Help Contents, Reference and Tips, List view or Detail view.


What to do Next

When you've finished reviewing Quick Start, you can go to Help Contents and explore the other parts of this Help system.  If you want to learn more about Quicken Home Inventory tasks, see Using Quicken Home Inventory.  If you want to look up a button, menu command, window, or another part of the Main window, see Reference and Tips.

To go to Help Contents, click the Contents button on this Help window.  To close Help, choose the Exit command from the Help File menu.

Don't forget to read the Deluxe User's Guide.  In addition to the step-by-step instructions contained in this Help system, the user's guide contains additional guidelines and suggestions for using Quicken Home Inventory..


Status Bar

The status bar is displayed at the bottom of the Quicken Home Inventory window.  To display or hide the status bar, use the Status Bar command in the View menu.

The left area of the status bar describes actions of menu items as you use the arrow keys to navigate through menus.  This area similarly shows messages that describe the actions of toolbar buttons as you depress them, before releasing them.  If after viewing the description of the toolbar button command you wish not to execute the command, then release the mouse button while the pointer is off the toolbar button.

The right areas of the status bar indicate which of the following keys are latched down:

Indicator	Description
CAP	Caps Lock key is latched down
NUM	Num Lock key is latched down
SCRL	Scroll Lock key is latched down


1,2,...Command
1,2, ... command (Window menu)

Quicken Home Inventory displays a list of currently open document windows at the bottom of the Window menu.  A checkmark appears in front of the document name of the active window.  Choose a document from this list to make its window active.


Context Help command
Help command

Use the Context Help command to obtain help on some portion of Quicken Home Inventory.  When you choose the Iconbar's Context Help button, the mouse pointer will change to an arrow and question mark.  Then click somewhere in the Quicken Home Inventory window, such as another icon on the iconbar.  The Help topic will be shown for the item you clicked.

Keys: SHIFT+F1


Title Bar

The title bar is located along the top of a window.  It contains the name of the application and document.

To move the window, drag the title bar.

You can also move dialog boxes by dragging their title bars.

A title bar may contain these elements:

Application Control-menu button

Document Control-menu button

Maximize button

Minimize button

Name of the application

Name of the document

Restore button


Scroll bars

Displayed at the right and bottom edges of the document window.  The scroll boxes inside the scroll bars indicate your vertical and horizontal location in the document.  You can use the mouse to scroll to other parts of the document.


Size command
Size command (System menu)

Use this command to display a four-headed arrow so you can size the active window with the arrow keys.

After the pointer changes to the four-headed arrow:

Press one of the direction keys (left, right, up, or down arrow key) to move the pointer to the border you want to move.

Press a direction key to move the border.

Press Enter when the window is the size you want.

This command is unavailable if you maximize the window.

Using the mouse pointer, drag the size bars at the corners or edges of the window.


Move command
Move command (Control menu)

Use this command to display a four-headed arrow so you can move the active window or dialog box with the arrow keys.

This command is unavailable if you maximize the window.

Keys: Press CTRL+7.


Minimize command
Minimize command (Control menu)

Use this command to reduce the Quicken Home Inventory window to an icon.

Mouse: Click the minimize icon on the title bar.


Maximize command
Maximize command (System menu)

Use this command to enlarge the active window to fill the available space.

Mouse: Click the maximize icon on the title bar

or double-click the title bar.


Next Window command
Next Window command (document Control menu)

Use this command to switch to the next open document window. Quicken Home Inventory determines which window is next according to the order in which you opened the windows.

Keys: CTRL+F6


Previous Window command
Previous Window command (document Control menu)

Use this command to switch to the previous open document window.  Quicken Home Inventory determines which window is previous according to the order in which you opened the windows.

Keys: SHIFT+CTRL+F6


Close command
Close command (Control menus)

Use this command to close the active window or dialog box.

Double-clicking a Control-menu box is the same as choosing the Close command.

If you have multiple windows open for a single document, the Close command on the document Control menu closes only one window at a time.  You can close all windows at once with the Close command on the File menu.

Keys: CTRL+F4 closes a document window. ALT+F4 closes the QHI window or dialog box


Restore command
Restore command (Control menu)

Use this command to return the active window to its size and position before you chose the Maximize or Minimize command.


Switch to command
Switch to command (application Control menu)

Use this command to display a list of all open applications.  Use this task list to switch to or close an application on the list.

Keys: CTRL+ESC

Dialog Box Options

When you choose the Switch To command, you can select among these options:

Task List	Select the application you want to switch to or close
Switch To	Makes the selected application active
End Task	Closes the selected application
Cancel	Closes the Task List box
Cascade	Arranges open applications so they overlap and you can see each title bar.  This option does not affect applications reduced to icons
Tile	Arranges open applications into windows that do not overlap.  This option does not affect applications reduced to icons
Arrange Icons	Arranges the icons of all minimized applications across the bottom of the screen


Next Pane

Moves to next window.


Prev Pane

Moves to previous window.


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