Copyright: Copyright (c) 2000 Intuit, Inc.
Citation: Copyright (c) 2000 Intuit, Inc.


Contents
Quicken Home Inventory Contents

Getting started

Setting up Quicken Home Inventory

Updating items, locations, and categories

Handling insurance policies and claims

Customizing and printing reports

Working with Quicken

Managing your Quicken Home Inventory file


Starting Quicken Home Inventory

Choose Property & Loans menu > Quicken Home Inventory.

From the desktop

Choose Start > Programs > Quicken. Then choose Quicken Home Inventory.

Getting started with Quicken Home Inventory

Exiting Quicken Home Inventory


Creating a new Quicken Home Inventory file
Creating a new file

1	Choose File menu > 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.

2	Select the appropriate drive and directory.

3	Enter the name of the new file. (You don't have to type the .IDB file extension, QHI appends it automatically.)

4	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.

Opening a file

Setting up a file password

Backing up a file


Opening a file in Quicken Home Inventory
Opening a file

1	Choose File menu > Open.

The Open File window displays.

2	Select the appropriate drive and directory.

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

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

Creating a new file

Setting up a file password

Backing up a file


Setting up a new password in Quicken Home Inventory
Setting up a password

1	Choose File menu > Password.

2	Enter your new password.

3	Enter this same password in the Confirm Password field.

This confirms that you entered the password you wanted in the Password field.

4	Click OK.

Creating a new file

Backing up a file


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 in Quicken Home Inventory
Changing or deleting a password

1	Choose File menu > Password to display the Change Password window.

2	Enter your existing password in the Old Password field.

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

4	Enter 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 field.

5	Click OK.

Setting up a file password

Backing up a file


Entering a password

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 and then click OK to continue.

Setting up a file password

Backing up a file


Password Required

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).

Enter your password then click OK to continue.

Setting up a file password

Backing up a file


Backing up a Quicken Home Inventory data file
Backing up a data file

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

1	Choose File menu > Backup.

2	Insert a formatted disk in the appropriate drive (A: or B:).

3	Select the appropriate drive from the Drive drop-down list.

4	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 filename. You can include a directory path if you want; otherwise the file is backed up to the root directory of the selected drive.

5	Click OK to back up your current data file.

Creating a new file

Setting up a file password

Opening a file


Restoring a Quicken Home Inventory file
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.

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

2	Choose File menu > Restore.

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

4	Select the name of the file you want to restore.

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

5	Click OK.

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

Backing up a file

Opening a file


Exiting Quicken Home Inventory

Choose File menu > Exit.

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

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

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

Creating a new location

Editing a location

Deleting a location


New Location

1	In the Location field, enter the new location name.

2	Click OK.

Quicken Home Inventory adds the new location.

3	Click Close to exit the Location list.

Creating a new location

Editing a location

Deleting a location


Creating a new location

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

2	In the Locations window, click New to display the New Location window.

3	In the Location field, enter the new location name.

4	Click OK.

Quicken Home Inventory adds the new location.

5	Click Close to exit the Location list.

Editing a location

Deleting a location


Edit Location

1	Edit the existing name or type a new location name.

2	Click OK.

Quicken Home Inventory renames the location and retains all items from the old location in the new location.

3	Click Close to exit the Location list.

Creating a new location

Deleting a location


Editing a location

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

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

3	Click Edit to display the Edit Location window.

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

5	Click OK.

Quicken Home Inventory renames the location on all location lists. QHI renames the location and retains all items from the old location in the new location.

6	Click Close to close the Location list.

Creating a new location

Deleting a location


Deleting a location

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

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

3	Click Delete.

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

Creating a new location

Editing a location


Category list

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

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

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

Items - the number of items in the selected category.

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

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

Create a new category

Edit a category

Delete a category


New Category

1	Enter the new category name.

2	Click OK.

Quicken Home Inventory adds the new category to the list.

3	Click Close to exit the Category list.


Creating a new category

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

2	From the Category list, click New to display the New Category window.

3	Enter the new category name.

4	Click OK.

QHI adds the new category to the list.

5	Click Close to exit the Category list.


Edit Category Dialog
Edit Category

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

2	Click OK.

Quicken Home Inventory renames the category and retains the items from the old category in the new category.

3	Click Close to exit the Category list.


Editing a category

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

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

3	Click Edit to display the Edit Category window.

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

5	Click OK.

Quicken Home Inventory renames the category and retains the items from the old category in the new category.

6	Click Close to exit the Category list.


Deleting a category

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

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

3	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.

Use the Insurance Policy list (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.

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

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.

Add a new policy

Edit a policy

Delete a policy


New Policy Dialog
New Policy

Quicken Home Inventory includes three preset insurance policies:

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 such as 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.

You can add other policies, if you need to. After you've entered information about your policy, QHI adds this policy to the Policy list. You'll be able to assign this policy to items you add in Detail view.


Adding a new policy

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

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

3	Enter your insurance information in the appropriate fields.

4	(Optional) To add the name and address of your claims adjuster, click Claims.

Enter the information about your adjuster.

5	Click OK.

The new policy is added to all policy lists.

6	Click Close to exit the Policy list.


What's in the New/Edit Policy windows?

Company

Policy Name

Policy Number

Coverage

Agent

Address

Phone

Notes

To enter or update information about your claims adjuster, click the Claims button. Fill in these additional fields:

Claims Adjuster

Address

Phone


Company

Enter the name of your insurance company.


Policy Name

Enter a descriptive name for your policy. Entering a meaningful name comes in handy when you are assigning an insurance policy to an item in List view. You'll be able to easily select the correct policy from the list.


Policy Number

Enter the Policy Number.

If you need to call your insurance agent, having all the relevant information on this screen will really save you time.


Coverage

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.)


Agent

Enter your insurance agent's name.


Address

Enter your insurance agent's address.


Phone

Enter your insurance agent's phone number.


Policy Notes

Enter a memo or brief note about your policy here. For example, you might want to note the date when you last updated your policy or the hours your insurance office is open.


Claims Adjuster

Enter the name of the person handling your claim.


Address

Enter the address of the person handling your claim.


Phone

Enter the phone number of the person handling your claim.


Edit Policy

You can update information about your policy or rename it.

1	Make any changes to the information about your policy.

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

3	Click OK.

4	Click Close to exit the Policy list.

If you rename a policy, QHI retains all items in the renamed policy.


Editing a policy

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

2	Select the policy you want to edit.

3	Click Edit.

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

4	Make any changes to the information about your policy.

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

6	Click OK.

7	Click Close to exit the Policy list.

Quicken Home Inventory retains the items in the previous policy in the new policy.


Delete Policy

1	Select the policy you want to delete

2	Click Delete.

3	Click OK to delete the policy or click Cancel to cancel the deletion.

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


Deleting a policy

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

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

3	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
Insurance Claims list

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

Description - the name of this event, such as robbery, flood, or earthquake.

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

Date Claimed - the date you submit your claim.

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

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

Create a new claim

Edit a claim

Close a claim


Entering information about your claim in Quicken Home Inventory
Entering information about your claim

1	Click Claims on the iconbar.

2	Click New.

3	Enter the information in the top part of the window.

4	Click the Items button to display your inventory items list.

5	Click the items you're submitting the claim for.

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

6	Click OK.

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

7	Click OK to close the New Claim window.

8	Click Yes if you want QHI to create an insurance claim summary report, otherwise click No.

About the Claims list

Editing a claim

Closing a claim


Editing a claim in Quicken Home Inventory
Editing a claim

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

2	From the Claim list, select the claim you want to update. Then click Edit or double-click the claim.

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

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

5	Click OK.

6	(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.

7	Click OK to exit the Edit Claim window.

8	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 field, 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.

Insurance Claim Detail report

Insurance claim summary report

Closing a claim


Closing a claim in Quicken Home Inventory
Closing a claim

When you receive a check from your insurance company to cover your loss, you can close the claim. You record the payment in QHI. QHI marks the claim "Closed."

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

2	Select the claim you want to close.

3	Click Paid.

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

5	Click OK to close the Claim Paid window.

6	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:

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: Choose Reports menu > 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 File menu > Print 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 How do I? button at the bottom of this window.

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 useful if you have a long report and want to print it on the fewest number of pages.

Changing printer options

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

Selecting items for a detail report


Creating a report

1	Choose Reports on the menu bar to display the Reports menu.

2	Choose the report you want to create.

3	(Optional) Click Print to print the report.

4	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.

Use the inventory value summary report 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


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

Inventory value summary 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 want.

Printing reports

Insurance coverage detail report


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 want.

Printing reports

Selecting items for a detail report

Insurance coverage summary report


Insurance claim detail report

The insurance claim detail report provides detailed information about each item that 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


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 retains 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.

Printing reports

Insurance claim detail report


Selecting items for detail reports in Quicken Home Inventory
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.

1	Choose the detail report you want to create from the Report menu.

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

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

4	Select 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.

5	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.

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.

Printing reports

Insurance claim detail report


Changing report fonts in Quicken Home Inventory
Changing report fonts

You can change fonts in the Print Preview window and preview 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.

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

QHI displays a preview of the printed report.

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

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

4	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.

5	Click Close to exit the Print Preview window.

Now you can print your report.


Print

Use the Print window to make these changes:

Select a range of pages 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 preset to print at high quality. 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 want 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 fonts 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 documentation 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.

Print button

Next Page and Previous Page buttons

One Page or Two Page button

Zoom In button

Zoom Out button

Fonts button

Close button


What's in the Print Preview window?

Print button

Next Page and Previous Page buttons

One Page or Two Page button

Zoom In button

Zoom Out button

Fonts button

Close button


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 again to magnify it further.


Zoom Out

Click Zoom Out to reduce your report. Click 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 in Quicken Home Inventory
Changing printer options

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

1	Choose File menu > Print Setup.

2	(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 documentation for installation instructions.

3	(Optional) Change the paper orientation setting.

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

4	(Optional) Change the paper settings.

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

5	Click OK to close the Print Setup window.


General options in Quicken Home Inventory
General options

General options control the action of various keys and prompts.

Treat the Enter key as a Tab key

Remind to back up on exit

Default insurance policy

Quicken account name

Suggested Item List options

Display options

Setting options


Suggested Item List options for Quicken Home Inventory
Suggested Item List options

Suggested Item List 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

Display options

Setting options


Display options for Quicken Home Inventory
Display options

Display 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

General options

Suggested Item List options

Setting options


Setting options

1	Choose Edit menu > Options.

2	Click the tab for the group of options you want to change.

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

4	Click OK.

Selected options remain in effect until you change them.

General options

Suggested Item List options

Display options


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 you 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
Show cents in currency

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

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

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


Treat the Enter key as a Tab key

Selected:  You use the Enter key to move between fields in List view.

Cleared:  You use the Enter key to record (or perform an action, such as closing a window) rather than to move between fields. You must use Tab to move between fields.

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


Remind to back up 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

Quicken Home Inventory is preset to display the date by month, day, and year:  07/24/98. To have QHI display the date by day, month, and year (24/07/98), you need to change a setting in Windows. This setting applies to all Windows applications.

1	In the Control Panel window, click Regional Settings.

2	Click the Date tab.

3	Select a short date format.

4	Click OK.


Quicken account name

Enter the name of the Quicken asset account you want QHI to send your inventory totals to. If you enter a new account name, Quicken creates the account for you (when you update Quicken).

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


Help in Quicken Home Inventory
Home Inventory Help

Help from the iconbar:

Click Help on the iconbar. The mouse pointer changes to an arrow and question mark. Click an icon, a window, a menu item, or another area in the window to display the Help topic.

Help menu:

Choose Help menu > Contents to access the table of contents for QHI, or click Search for Help on to access the Index.

Help from a window:

Click the Help button to access the Help topic for that window.

Press F1 to display Help for the current window.


Viewing by location or category

Select from the Location or Category drop-down lists to view items by the selected location, such as living room or bedroom or by the selected category, such as appliances or 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 View menu > By Category.

To select a location or category from the list:

From the “View by” drop-down list, select the appropriate location or category.


Alphabetizing items

Choose Edit menu > 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 key" option on the General options window is turned off (cleared).


Restore button

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

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


Delete button

Click Delete to delete items from your inventory.

In List view, select the item you want to delete (in Detail view the item is selected). Click Delete. QHI deletes the item and all related information from your inventory.


Copy button

Click Copy to duplicate the selected item on the next line (in Detail view) or form (in List view). 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.


Calculator button
Calculator

If you need to calculate an amount (for example Resale Value and Replacement Cost), click the Calculator. Click the calculator buttons (or use the number keys in the top row of your keyboard) to calculate amounts, and then click Enter.

1	Click the Calculator.

2	Click C to clear the existing value and then perform your calculation.

3	Click Enter to close the calculator.

4	Click Record.


Next Item and Prev Item buttons
Next Item and Prev Item

In Detail view:

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

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


List view

The List view displays multiple items in list format. Detail view contains additional fields not visible in List view. To display the item in Detail view, click the detail icon next to the item's description, or choose View menu > Detail View.

Item Description

Item Location or Category

Replacement Cost

Resale Value

Total

Detail

View items by location or by category

Add new items

Update items


What's in the List View window
What's in the List View window?

Item Description

Item Location or Category

Replacement Cost

Resale Value

Total

Detail button


Item Description

The name and description of the item. If the field contains existing text, select it, and then type the replacement text.

Distinguishing between similar items

When you enter item names, it's helpful to add some identifying information in addition to the generic name of the item. For example, if there are two entries for "Bookcase" with the only distinguishing factor being the price ($100 and $200) you could distinguish between the bookcases by adding more 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" and "Dining Chairs" for all objects related to "dining" instead of "Table, Dining" and "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.


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

You use the Item Location and Item Category lists to update the category or location of one or two items. To update more, for example, when you rearrange your furniture, use Move Item.

To view inventory by category, choose View menu > By Category.

In Detail View, you can change an item's location and category at the same time.

Move Item

Moving items from one location to another


Resale Value field
Resale Value

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

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 (detail view), replacement cost, and resale value. Resale value is a set percentage of replacement cost. You set the resale value percentage in the Options window.

Resale value and your net worth amount in Quicken

Setting options


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.

Update the resale value frequently since it determines your total net worth figure. Updating the resale value for appreciation or depreciation at regular intervals will help you maintain an accurate net worth amount.

Each time you update the Resale Value, 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.

When you run an Itemized Category report in Quicken, the description "ORIG" or "ADJST" appears next to Quicken Home Inventory items in the NUM column of the report. ADJST indicates that you've updated the original resale price of the item to reflect appreciation or depreciation. "ORIG" indicates that the item has the original resale value that you assigned when you set up the account.


Detail button

Click Detail view to see all the details you've entered about this item or to add information.


Total Line
Total

The Total line displays in List view. As you add or modify items in your inventory, the amount changes to show a running total of the Replacement Cost and Resale Value fields.

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

The Detail view displays each inventory item separately, it also provides information not visible in List View (multiple items in a list).

What's in the Detail view window?

List View

Managing inventory items


What's in the Detail view window?

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

Return to List view button

Calculator button

Next Item and Prev Item buttons


Purchased At field
Purchased At

Enter the store from which you purchased the item. If you bought or acquired the item from a private individual you can include a telephone number in the Notes field.


Original Price field
Original Price

Enter the original purchase price that you paid for the item. If you've just purchased the item, the purchase price and resale value amounts are probably the same. If you don't know the original price, enter an estimate or leave the field blank.

Tip

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
Purchase Date

Enter the date that you originally purchased the item.

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

QHI is preset to display the date by month, day, and year.


Replacement Cost field
Replacement Cost

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 the Replacement Cost amount:

Click in the field, and then type the estimated replacement cost of the item or use the Calculator to calculate the value.

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.

Setting options


Make/Model

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. The make and model may appear on some items.


Serial Number

Enter the serial number of the item. The serial number is usually stamped, engraved, or pasted on the item in an unobtrusive place.


Claim field
Claim

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. If you want to delete an item you've assigned to a claim, you must first remove the item from the claim.


Receipts and Records button

Click the Receipts and Records button to specify the evidence establishing your ownership of the item.

This evidence can be a receipt, photo, video, credit card statement, cancelled check, appraisal, owners manual, or repair record.


Resale Value History button

Click the Resale Value History button to see 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.

Tip

The resale value of an item usually decreases over time. You should make this adjustment periodically by updating the resale value history for an item. You can also adjust the replacement cost of an item as the resale value changes.


Return to List View button

Click the Return to List View button to see your inventory in list form.


Insurance Policy List

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

Quicken Home Inventory automatically assigns all items to the Homeowner/Renter policy. You can change the preset policy by changing an option. Choose Edit menu > Options > General, and then select a different insurance policy.

To assign items to a policy

Click the drop-down button 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 choose View menu > Policy List. You can add, edit, and delete policies from the Policies window.


Notes text
Notes

Use the Notes field to enter additional information about the item.

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 in the Options window.


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, photo, video, credit card statement, cancelled check, appraisal, owners manual, or repair record.

To note the location of the selected evidence:

In the Location of Records field, enter the place where you've stored your proof of ownership, such as a safe deposit box, home safe, filing cabinet, or shoe box.


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.

The resale value of an item usually decreases over time. You should make this adjustment periodically by updating the resale value history for an item. You can also adjust the replacement cost of an item as the resale value changes.

Note

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


Add Resale Value History

Use this window to add a new resale value for the inventory item you've selected.


Adding a new resale value

The resale value of an item usually decreases over time. You should make this adjustment periodically by updating the resale value history for an item. You can also 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.

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

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

3	(optional) Change the date if you want to. (QHI displays the current date.)

4	In the Resale Value field, enter the new value.

5	Click OK to exit the Add Resale Value window.

6	Click Close to exit the Resale Value History window.

Editing a resale value for an item

Deleting a resale value for an item

Resale Value field


Edit button
Edit Resale History

Use this window to change the selected resale value for an item.


Editing a resale value for an item

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

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

3	In the Resale Value field, edit the existing value.

4	Click OK to exit the Edit Resale Value window.

5	Click Close to exit the Resale Value History window.

Adding a resale value for an item

Deleting a resale value for an item

Resale Value


Delete button

Select the entry you want to delete; then click the Delete button to remove that resale value.


Deleting a resale value for an item

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

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

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

Adding a resale value for an item

Editing a resale value for an item

Resale Value field


Managing inventory items

Click 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 new items

Using the Calculator button to calculate currency

List view

Detail view

Viewing items by location or by category

Changing the location or category for an individual item

Copying items

Updating items


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

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

Double-click the item in the Suggested Items list, or select the item and then click the Add Selected Item button.

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.

Updating existing items

Add a new item

Copy an existing item


Adding items from scratch

1	In List view, click New to go to a blank line.

2	Type the name or a description of the item.

3	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.

4	Enter the replacement value.

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

6	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.

7	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.

8	Click Record.

List view

Detail view

Copying existing items

Updating items


Copying existing items

You can copy an existing item when you want to quickly enter a series of similar items, such as compact disks, 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.

1	In List view, click the item in the inventory list (in Detail view the current form is the selected item).

2	Click the Copy button.

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

List view

Detail view

Updating items


Updating existing items
Updating items

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

2	Select or delete existing text; then type the replacement text.

3	Click Record.

List view

Detail view

Copying existing items


Deleting items from your inventory

1	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.

2	Click the Delete button.

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

List view

Detail view

Copying existing items

Updating items


Suggested Items list

The Suggested Items list contains a preset, alphabetical list of items in the selected category. You can use it to quickly add common items to the inventory list. The list also serves as a reminder of items you might otherwise forget.

1	To display the Suggested Items list, choose View menu > Suggested Items.

2	Double-click 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

Double-click an item to see the suggested replacement cost in the Replacement Cost field and the suggested resale value in the Resale Value field. Resale value is a preset percentage of replacement cost.

Setting Resale Value options

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

To enter your own replacement cost and resale value amounts, 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

Suggested list of items

Category list

General options


Add Selected Item button

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.

Tip

Double-click the item you want to add to your inventory (this is the quickest way to add an item from the Suggested Items list).


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.

1	Select the item or items you want to move.

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

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

3	Click the Move button.

Tip

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.

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. Move Item lets you select many items at once and drag them to a new location.

1	Click Move Item on the iconbar. Or, choose Edit menu > Move Item.

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

3	In the Items field, select the items you want to move.

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

5	Click the Move button.

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

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

Tip

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


Current Location

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.


Select items to move

To select one item, click 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.


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.

1	Click Move Item on the iconbar. Or, choose Edit menu > Move Item.

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

3	In the Items field, select the items you want to move.

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

5	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.

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

Tips

If you add a special rider to cover jewelry or antiques, use Move Item to select and move the items from your homeowner’s policy to the special rider.

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


Current Policy

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.


Item Information window

You see a brief description of the item you plan to move. Quicken Home Inventory tells you where the item is currently located, 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 field.


Select items (insurance coverage detail report)

The window opens with all items selected.

1	Click the Clear All button to clear item selection before you start individual item selection.

2	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.

3	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.

Tip

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.


Select items (inventory detail report)

The window opens with all items selected.

1	Click the Clear All button to clear all the items before you start individual item selection.

2	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.

3	Click OK when you're satisfied with your selection.

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.

Tip

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


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 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.

Claim Description

Date of Claim

Date of Event

Policy Name

Claim Number

Items button


Claim description field
Claim description

Enter a memorable description, such as flood or earthquake, in this field.


Date of Claim field
Date of Claim

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


Date of Event field
Date of Event

Enter the date of the event that caused your loss.


Policy Name field
Policy Name

Quicken Home Inventory provides a list of policies you've added to the Policy list as well as the preset policies.

Select the policy you want to use for this claim from the list. When you select items for this claim, QHI displays the items you've assigned to this policy.


Claim Number field
Claim Number

Enter your claim number. When you speak to your adjuster, you may need to provide this. This is a great place to store that number.


Items button

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 can record repair and replacement costs in one place.

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

What you see

Claim Description

Date of Claim

Date of Event

Policy Name

Claim Number

Adjust Cost buttonCLAIM_ADJUST_COST_BUTTON

Items button

Note

If you select a different insurance policy, QHI discards 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.


Adjust Cost button

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

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


Claim Paid

Use this window to record payment information about your claim.

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

2	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 you see

View button

Find button


View button

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


Find button

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


Finding an item

1	Click Find on the iconbar. Or, choose Edit menu > Find.

2	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.

3	Click Find All.

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

4	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 want to view. If the list gets covered by other windows, simply click Find on the iconbar; QHI redisplays the list of found inventory items.

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

Note

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


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.

Note

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


Sending inventory resale values to 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.

Notes

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

Quicken Home Inventory displays a message asking if you want to send your inventory data to your Quicken file.

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 Go To Quicken on the iconbar to open Quicken.

Clicking Go To Quicken opens (if necessary) and displays Quicken. It does not close 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

Viewing Quicken Home Inventory information in Quicken

Sending Quicken transactions to Quicken Home Inventory


Sending Quicken Home Inventory data to another Quicken asset account
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 want 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.

1	Choose Edit menu > Options.

2	Select the General tab.

3	In the Quicken Account Name field, enter the name of the asset account you want to send your inventory data to.

If you type in the name for a new account, Quicken creates the account for you and updates this new asset account when you click update.

4	Click OK.

5	Click Update on the QHI iconbar.

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

6	Click Yes to send the information to Quicken.

Viewing Quicken Home Inventory information in Quicken

Sending Quicken transactions to Quicken Home Inventory


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 QHI, click Go to Quicken to display Quicken.

Choose Banking menu > Bank Accounts.

You'll 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 are current as of the last time you sent data to Quicken. If you've 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 but the account balance shows only the current update; it does not accumulate update balances.

You can see QHI asset account balances in Quicken net worth reports and graphs, and you can see the details in an Itemized Category report.

Caution

You can open Quicken Home Inventory by double-clicking the Home Inventory account name in the Quicken Account List, however, note that Home Inventory always opens the last used file, this may not be the file you selected from the Quicken account list.  To open another Home Inventory file, choose File menu > Open, select the Home Inventory file, and then click Open.


Viewing the QHI asset account balances in Quicken 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:

1	Create a net worth graph.

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

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

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


Sending updates from Quicken to Quicken Home Inventory

You can keep your inventory up to date from within Quicken. When you purchase a new item, record it in Quicken and then send the transaction to QHI.

1	Enter the transaction in a Quicken bank, cash, or credit card account.

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

2	Select the transaction you want to record in Quicken Home Inventory.

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

3	Choose Property & Loans menu > Quicken Home Inventory.

If you are not in a bank, cash, or credit card account and you select Home Inventory, Quicken Home Inventory starts without transferring data from Quicken. Quicken Home Inventory asks, “Add Quicken Item to Inventory?”

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

Note

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. To start Quicken Home Inventory without transferring data, go to the Quicken Desktop or to a different type of account.

Sending a transaction from Quicken to QHI


Sending a transaction from Quicken to QHI

When you send a transaction from Quicken 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).

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 want.


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 File menu > Go to Quicken, 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 in Quicken Home Inventory
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 use Enter to move from field to field, select “Treat the Enter key as a Tab key” on the Options window.

Move from item to item

In List view: Click 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

On the keypad, press + (or press the Shift key and +) to increase the amount in the field by $50.

On the keypad, 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, click in the Item description field and then press Alt + Down Arrow.

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.

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 1997 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. Choose View menu > Location List and Category List 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. Choose View menu > Policy List 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, and then enter 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. Choose Edit > Options > General 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 View menu > Location List, and in the Locations window.

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 View menu > Category List, and in the Categories window.

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.

Click the Policies button 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, and 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 "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

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 option. See Setting options.

Similarly, in reports, the total may be different than the sum of the items if you have chosen not to show cents. 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:

Choose View menu > Suggested Items.

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

Double-click 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.


Import window
Import

In this window, you can import into QHI the names of belongings that you've been tracking using a spreadsheet or list.

The left side of the window contains all the field names used to track your belongings in Quicken Home Inventory. You'll see the item description, location, resale value, the insurance policy that covers the item, and so on.

The right side of the window contains the elements you tracked using your spreadsheet or list.

To match the QHI fields, simply choose the QHI field name on the left and then click the word or words on the left side of the screen that match the QHI field name. Then click Match.


Importing spreadsheets and lists into Quicken Home Inventory

If you've been tracking your home furnishings and belongings using a spreadsheet or list, you can import this file into Quicken Home Inventory. After you've imported the items on your list or spreadsheet into QHI, you'll have a clearer idea of the total value of all your possessions. In order to import, the data must be in either comma-separated value format (file extension .CSV or TXT) or tab-separated or tab-delineated value format (file extension .TXT).

1	Choose File menu > Import. Then choose Comma-separated or Tab-separated (depending on format you've used to save your spreadsheet or list).

2	In the Open file window, select the spreadsheet or list you want to import.

3	In the Import window, match the column names you've been using to track your belongings with the spreadsheet with the field names QHI uses.

The left side of the window contains all the field names used to track your belongings in QHI. You'll see the item description, location, resale value, the insurance policy that covers the item, and so on.

The right side of the window contains the elements you tracked using your spreadsheet or list.

To match the QHI fields, simply choose the QHI field name on the left and then click the word or words on the left side of the screen that match the QHI field name. Then click Match

Review the items you've imported into QHI. You may want to add more information about these items or update the resale and replacement costs or other information about your possessions.


Getting started

Starting Quicken Home Inventory

Exiting Quicken Home Inventory

Getting Help


Setting up Quicken Home Inventory

Setting options

Changing the date style

Viewing my inventory by location or category


Updating items, locations, and categories

Updating items

Adding items to your inventory

Entering new items from scratch

Copying items

Editing items

Deleting items

Moving items from one location to another

Updating locations

Adding locations

Editing locations

Deleting locations

Updating categories

Adding categories

Editing categories

Deleting categories


Handling insurance policies and claims

Updating policy information

Adding policies

Editing policies

Deleting policies

Moving items from one policy to another

Updating insurance claim information

Entering information about insurance claims

Making adjustments to insurance claims

Closing insurance claims


Customizing and printing reports

Creating inventory reports

Selecting items for detail reports

Changing report fonts

Printing reports

Changing printer options


Working with Quicken

Sending inventory resale values from QHI to Quicken

Sending data to another Quicken asset account

Viewing Quicken Home Inventory information in Quicken

Viewing my QHI asset account balance in net worth reports and graphs


Mananging my Quicken Home Inventory file

Creating a new Quicken Home Inventory file

Opening an exising Quicken Home Inventory file

Protecting a file with a password

Changing or delete my password

Backing up my Quicken Home Inventory file

Restoring my Quicken Home Inventory file


What do ORIG and ADJST mean on my report?
What does ORIG or ADJST mean on my report?

The description "ORIG" or "ADJST" appears next to Quicken Home Inventory items in the NUM column of the Itemized Category report. ADJST indicates that you've updated the original resale price of the item to reflect appreciation or depreciation. "ORIG" indicates that the item has the original resale value that you assigned when you set up the account.

Note

All Quicken Home Inventory items are marked R (reconciled) in the CLR column.


File menu

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

Commands on the File menu

New

Open

Close

Print

Print Preview

Print Setup

Backup

Restore

Import

Password

Update Quicken

Go to Quicken

Exit


New command in QHI
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 a vacation home.

Creating a new Quicken Home Inventory file


Open command in QHI
Open

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

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

Backing up a Quicken Home Inventory file

Opening a Quicken Home Inventoryfile

Creating a new Quicken Home Inventory file


Close command in QHI
Close

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


Print Setup command in QHI
Print Setup

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

Changing your printer options

Changing report fonts


Print Preview command in QHI
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.

Changing your printer options

Changing report fonts


Print command in QHI
Print

Prints the report on the selected printer.

Changing your printer options

Changing report fonts


Backup command in QHI
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.

Backing up a Quicken Home Inventory file

Restoring a Quicken Home Inventory file


Restore command in QHI
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.

Restoring a Quicken Home Inventory file

Backing up a Quicken Home Inventory file


Import

Allows you to import files in either of these formats:

CSV: In this type of the file, the items are separated by commas:

table, furnishings, living room

 	TXT: In this type of file, the items are separated by tabs:


Comma separated

Allows you to import a file containing the names, categories, locations, and so on of your belongings in a format that separates the elements by commas, for example: table, furnishings, living room


Tab separated

Allows you to import a file containing the name, categories, location, and so on, of your belongings in a format that separates the elements by tabs. For example:


Password command in QHI
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 set up or change.

Setting up a new password

Changing or deleting an existing password

Entering a password when opening a password-protected file


Backup QHI
Backup

Use the Backup command to back up your current Quicken Home Inventory file to a disk.

Before you begin, be sure you are currently working in the file you want to back up. Insert a formatted disk in the appropriate drive (A: or B:)

1	Change the drive letter, if necessary.

2	Select either Current File or Select From List, and click OK.

What's important?

Backing up

Back up Drive

File Name


Backing up

Quicken Home Inventory displays the name of the file you are currently using.


Back up Drive in QHI
Back up Drive

Click on the Drive arrow to display the Back up Drive drop-down list, and then select the appropriate drive.


File Name

Quicken Home Inventory will back up your data to the file displayed in the File Name box.

To change the name of the backup file, select the current name in the File Name box, and then enter 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.


Restore a QHI file
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.

To restore a Quicken Home Inventory file:

1	Select the drive containing the backup disk from the Drives drop-down list.

2	Select the name of the file you want to restore.

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

3	Click OK.

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


Update Quicken from QHI
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, choose the Go To Quicken command to open Quicken.


Go to Quicken from QHI
Go to Quicken command
Goto 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 QHI
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 in QHI
Edit menu

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

Commands on the Edit menu

Cut

Copy

Paste

Find

Move Item

Alphabetize

Options


Cut command in QHI
Cut

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


Copy command in QHI
Copy

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


Paste command in QHI
Paste

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


Find command in QHI
Find command

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 use the Find command to find related items easily and make the needed changes.

Finding an item


Move Items in QHI
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.

Note

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

Moving items from one location to another

Moving items from one insurance policy to another


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 in QHI
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 in QHI
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.

Commands on the View menu

Iconbar

Suggested Items

List View

Detail View

By Location

By Category

Category List

Location List

Policy List

Claim List


Iconbar command in QHI
Iconbar

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


Suggested Items in QHI
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 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 check mark.


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 in QHI
Detail View

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


By Location in QHI
By Location

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


By Category in QHI
By Category

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


Category List in QHI
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.

Creating a new category

Editing a category

Deleting a category


Location List in QHI
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.

Creating a new location

Editing a location

Deleting a location


Policy List in QHI
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.

Adding a new policy

Editing a policy

Deleting a policy


Claim List in QHI
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.

Creating a new claim

Editing a claim

Closing a claim


Window menu

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

Commands on the Window menu

Cascade

Arrange Icons


Cascade command in QHI
Cascade

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


Arrange Icons in QHI
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 in report format you chose from the Report menu. (Use the scroll bars on the report window to see items that may not be visible.)

Commands on the Reports menu

Inventory Value Summary

Inventory Detail

Insurance Coverage Summary

Insurance Coverage Detail

Insurance Claim Summary

Insurance Claim Detail


Inventory value summary report

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

Printing Reports


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.

Printing reports

Selecting items for a detail report


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.

Printing reports


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.

Printing reports

Selecting items for a detail report


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.

Printing reports


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.

Printing reports

Selecting items for a detail report


Help menu in QHI
Help menu

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

Commands on the Help menu

Contents

Search For Help On

How to Use Help

About Inventory


Contents in QHI
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.


Context Help in QHI
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 an 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 QHI
About Inventory

Displays the Quicken Home Inventory version number and copyright notice.

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


Help in QHI
Help

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

When you click Help on the toolbar, the mouse pointer changes to an arrow and question mark. Then click an 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.