Guides & Tips

How to Set Up OBS for Screen Recording - Complete Beginner Guide

OBS ships with streaming defaults, and every one of them is the wrong answer for a local recording. Four settings tabs, the decision behind each, and a baseline you can copy.

Aug 01, 2026
11 min read
C
Cubix Team

Out of the box, OBS is configured to stream. That means a constant bitrate sized for an upload connection, one merged audio track, and a container chosen for compatibility with a service you are not using.

Recording locally has none of those constraints and several different priorities. You have no bandwidth ceiling, you want text to stay crisp rather than smooth motion to stay fluid, you want your voice and your system audio separable afterwards, and above all you want the file to survive if something crashes twenty minutes in.

Five decisions, spread across four settings tabs. This guide covers the decisions and the reasoning; if you want a table of encoder values to copy without the explanation, OBS best settings for screen recording is that page. If you have never opened OBS, start with the first-session walkthrough instead.

OBS window capture selection showing a single application window isolated for recording.

Step 1: Pick the Right Capture Source

This is the decision with the largest effect on the finished video, and it is made before you touch a single setting.

Source typeWhat it capturesWhere it breaksBest for
Display CaptureAn entire monitor, everything on itCatches notifications, alt-tabs, and your desktopMulti-app workflows, anything spanning windows
Window CaptureOne application window onlySome apps render in ways it cannot seeSoftware tutorials, product demos
Game Capture (Windows)A game via a direct graphics hookNot for regular applicationsFull-screen games
BrowserA web page rendered inside OBSNot your actual browser sessionOverlays, timers, alerts

Why Window Capture Is Usually the Better Habit

For anything you intend to publish, Window Capture earns its slightly higher setup cost:

  • A Slack notification arriving mid-demo does not enter the recording.
  • You can alt-tab to your script, your notes or your inbox without cutting.
  • The frame contains only the application, so there is no desktop clutter to crop later.
  • On multi-monitor setups you cannot accidentally record the wrong screen.

The trade-off is that a few applications — some hardware-accelerated apps and certain games — render through paths Window Capture cannot read, and you get a black rectangle. If that happens, switch to Display Capture rather than fighting it, and see how to record only one window in OBS for the capture-method options first.

The Capture Method Sub-Setting on Windows

Open the source's properties and there is a Capture Method dropdown, usually left on Automatic. The modern Windows Graphics Capture path is faster and handles hardware-accelerated windows that the legacy path cannot, at the cost of a yellow border drawn around the captured window. That border is drawn by Windows, appears in the recording, and can be turned off in the source properties on current Windows builds. If a window captures as black on Automatic, switching this dropdown manually is the first thing to try.

Step 2: Match the Canvas to What You Are Recording

Settings → Video.

  • Base (Canvas) Resolution — set to the resolution of the screen or window you are recording. This defines the frame you are composing.
  • Output (Scaled) Resolution — set it identical to the base. Downscaling is the fastest way to make on-screen text mushy, and text legibility is the whole point of a screen recording. If you need a smaller file, reduce quality settings rather than resolution.
  • Downscale Filter — only relevant if you ignored the previous line. Lanczos is the sharpest option.
  • Common FPS Values — 30 or 60, and the right answer depends on content:
ContentFPSWhy
Slides, documents, mostly static UI30Half the data for no visible loss
Cursor-heavy walkthroughs, drag interactions, scrolling60Cursor motion and scroll read as smooth rather than steppy
Games60Motion is the content

Recording a mostly static interface at 60 fps doubles your file size to encode the same frame twice.

Step 3: Choose a Format That Survives a Crash

Settings → Output. Switch Output Mode from Simple to Advanced, then open the Recording tab.

Recording Format

This is the setting that decides whether a crash costs you five minutes or the whole session.

  • Standard MP4 — the container writes its index when recording stops cleanly. Crash before then and you have a large unplayable file. Avoid.
  • Hybrid / fragmented MP4 — writes in recoverable chunks while producing a normal, widely compatible MP4. This is the right default on current OBS versions.
  • MKV — the traditional crash-safe answer. Fully recoverable, but many editors and players refuse it, so you remux afterwards via File → Remux Recordings.

If your build offers a hybrid MP4 option, take it. If not, record MKV and remux. OBS MKV vs MP4 goes deeper on the trade-off, and how to convert OBS MKV to MP4 covers the conversion.

Recording Path and Disk Space

Set a folder you will actually look in. Then do the arithmetic once, because screen recordings are larger than people expect:

SettingsRough size per hour
1080p 30 fps, quality-based encoding3–8 GB
1080p 60 fps, quality-based encoding6–14 GB
4K 60 fps, quality-based encoding20–50 GB

The spread is wide because quality-based encoding spends data only where the picture changes — a static document costs almost nothing, a scrolling page costs a lot. Record onto a drive with room to spare; running out mid-session produces a specific and irritating failure.

Encoder, Briefly

Pick a hardware encoder if you have one — NVENC on NVIDIA, AMF on AMD, QuickSync on Intel, VideoToolbox on Apple silicon — so encoding runs on dedicated silicon instead of competing with whatever you are demonstrating. Then switch Rate Control from CBR to CQP or CRF, which targets a quality level rather than a bandwidth ceiling. CBR exists for streaming; using it locally wastes data on still frames and starves busy ones.

Exact values are a page of their own: OBS best settings for screen recording. If the encoder dropdown refuses to cooperate, OBS "Failed to open NVENC codec" is the most common way that goes wrong.

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Step 4: Get the Audio Right Before You Need It

Settings → Audio.

Devices

Set Mic/Auxiliary Audio to your actual microphone and Desktop Audio to your actual playback device. Set Sample Rate to 48 kHz and leave it there — mismatched sample rates between devices are a classic source of gradual audio drift over a long recording.

On macOS, Desktop Audio will show nothing no matter what you select here. That is macOS, not OBS: the system does not route application audio to other applications without help. How to record system audio in OBS on Mac covers the options.

Separate Audio Tracks — Do This Now

In Output → Recording, you can enable multiple audio tracks, then assign each source to specific tracks in the mixer's Advanced Audio Properties (the gear icon → Advanced Audio Properties).

A useful arrangement:

  • Track 1 — everything mixed. Your ready-to-upload version.
  • Track 2 — microphone only.
  • Track 3 — desktop audio only.

Thirty seconds of setup. The payoff arrives the first time a notification chime lands over an important sentence, or the application you are demonstrating turns out to be twice as loud as your voice. With separate tracks you fix it in an editor. Without them, the mix is baked in and your only option is re-recording.

Three Filters Worth Adding

Right-click your mic in the Audio Mixer → Filters:

  • Noise Suppression (RNNoise) — removes steady background noise like fans and air conditioning. One click, no configuration.
  • Noise Gate — silences the channel below a threshold so room tone does not sit under the whole recording. Set the close threshold just below your quietest speech.
  • Compressor — evens out the difference between leaning in and leaning back. A ratio around 4:1 with a few decibels of make-up gain is a safe starting point.

Leave Audio Monitoring off unless you are wearing headphones. Monitoring through speakers feeds your own voice back into the mic and produces echo in the recording.

Step 5: Set Hotkeys So You Never Record the OBS Window

Settings → Hotkeys. Bind at minimum:

  • Start Recording and Stop Recording — or a single Start/Stop toggle.
  • Pause Recording — genuinely underrated. Pause while you find the right tab, resume, and there is nothing to trim later.
  • Push-to-mute on the microphone, for coughs and interruptions.

Without hotkeys, every recording opens and closes with a shot of you clicking around in OBS, and you trim it by hand every time. On macOS, global hotkeys require Accessibility permission in System Settings → Privacy & Security.

A Baseline You Can Copy

SettingValueReason
Source typeWindow CaptureExcludes notifications and desktop clutter
Base resolutionMatch the screen or windowDefines the frame you are composing
Output resolutionSame as baseDownscaling softens text
FPS30 static, 60 cursor-heavyMatch the content, not the maximum
Output modeAdvancedSimple mode hides the settings that matter
FormatHybrid MP4, else MKV + remuxSurvives a crash
EncoderHardware (NVENC / AMF / QuickSync / VideoToolbox)Keeps the CPU free for the app you are demonstrating
Rate controlCQP or CRFTargets quality, not bandwidth
Audio sample rate48 kHzPrevents long-recording drift
Audio tracksSeparate mic and desktopMakes the mix fixable afterwards
HotkeysStart, stop, pause, push-to-muteNo OBS window in your footage

Save it once and it is done. Consider making a dedicated Profile for this — the setup guide explains how profiles let you keep separate recording and streaming configurations without reconfiguring anything.

Where This Setup Still Falls Short

Every setting above controls fidelity — how accurately OBS reproduces what was on your screen. Configure it well and you get a technically excellent recording.

None of them control composition: where the viewer should be looking, when to move closer so a label is readable, how to make a cursor path read as deliberate rather than nervous. OBS has no opinion on any of that, by design. It records a fixed frame at a fixed size for the whole duration.

For a live stream that is correct behaviour. For a tutorial someone will watch on a phone, it means the composition work still has to happen — in an editor, afterwards, one keyframed zoom per click.

Cubix Capture makes those decisions during capture instead. It follows what you click, zooms in on it, smooths the cursor path, and frames the window against a clean background, so the composed version is the file you get when you stop. It runs on Windows and macOS and the free Starter plan needs no account, which is enough to record the same walkthrough both ways and compare them side by side.

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