At the top of the
tab you'll find videos that can walk you through getting set up, and introduce some of the key features of Quicken. You can watch them here:
Checking, Savings and Credit Card Accounts
It takes just minutes to add all of your checking, savings and credit card accounts. If you have more than one account at the same financial institution, Quicken can set them all up at once. You can also download past transactions to get a complete picture of your spending.
After you get set up, you can keep everything up-to-date and download your latest transactions from all your accounts - just click One Step Update .
Add your regular monthly bills. These can include anything you want -- mortgage or rent, utilities, insurance, loan payments and more. Quicken will help you track every payment you need to make -- and remind you when they're due. Just complete a simple form that includes the reminder schedule and the account and payment method for the bill, so you won't have to enter this information every time the bill is due. For more on Bill Reminders, see the video in the Setup tab.
Income & Transfer Reminders
You can set reminders for salary and other income just like you set reminders for bills. Having your most recent pay stub will be helpful in completing this section.
By setting a reminder, Quicken will tell you when the next pay check is coming, and will use this expected income to provide cash flow forecasting for the coming weeks or months.
Adding investment account information to Quicken is easy. Just click
to add brokerage, IRA, 401(k) or mutual fund accounts.
With all of your investment information in one place, Quicken can help you define your goals, set retirement targets, optimize your investment portfolio and more. You can also get alerts on your favorite stocks and funds, so you can make more informed investment decisions.
The more you set up in Quicken from the beginning, the better Quicken works for you.
You can use Quicken to track your spending and savings, manage your investments, get reports and charts and prepare for tax time. So the more financial information you provide in Quicken from the start, the more complete a financial picture Quicken can provide. And remember, your information is safe.
We remember so you don't have to. Here, you'll find reminders on key tasks such as downloading transactions, bill payments and much more.
More help never hurts. This tab provides guidance for the page you're currently on.
The tools sidebar provides you with links to Quicken features related to the page you are on. It also provides you easy access to a calendar , reports , and your Quicken preferences .
The Community tab is your link to other Quicken users. Here you'll find help topics and discussions from the online Quicken forums. If you have a question, talk to other Quicken users like yourself to get help and share your tips at the same time.
The Services tab is your gateway to add-on Quicken services such as Quicken Bill Pay , Quicken Credit Card and Online Back-Up that easily integrate with Quicken.