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This guide is for new Quicken users to get up and running, but returning users are more than welcome! Just keep in mind, this is not an all-inclusive guide.
If you are upgrading from a previous version to Quicken 2013 and need some guidance, go here.
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The Home tab is a dashboard where you can track your finances and stay on top of your bills. Select Get Started to help you easily get set up.
Follow these simple instructions and you will be up-and-running with Quicken in less than 10 minutes. Seriously!
Congratulations! If you've been following along, you've just added your first Quicken account!
If you want to set up more accounts, click Add another account. If you don't, no problem. You can always add more accounts later.
Quicken is designed to make your day-to-day tasks as easy as possible. Here is a quick introduction to the controls you will use most often.
Now that you've set up an account, you'll want to keep it up-to-date. To display and update your Quicken accounts:
Categorizing your transactions lets you see where you're spending your money. The good news is that Quicken does most of this work automatically for you!
Quicken assigns categories to your transactions when it downloads them from your bank. For example, if you used your ATM card at Kroger, Quicken knows that Kroger is a grocery store and it automatically assigns the category Food & Dining:Groceries to the transaction.
In most cases, Quicken can accurately guess the category. In some cases, however, it won't recognize the transaction the first time it sees it -- for example, your rent check. Quicken also might assign a category to a transaction that you don't want -- for example, during that trip to Kroger you may have bought pet food, which you want to track under the category Pets:Pet Food & Supplies instead of Food & Dining:Groceries. Naturally, you'll want to assign the correct categories to your transactions. Here's how…
Use the Spending tab to categorize transactions
The steps below use the Spending tab to assign a category to a transaction. The process is identical if you use a Quicken account register. However, a key advantage of using the Spending tab is that it alerts you if you have any uncategorized transactions. Nice!
OK. So now you have a one or two accounts set up in Quicken and you can download transactions and use categories to see where your money is going. What's next? What more could there be? Beyond tracking your spending, Quicken actually makes it easier to spend your money. And we mean that in a good way!
If you're like most people, you have pretty much the same bills every month and you get paid on a regular schedule. If you tell Quicken what your bills are, and when you expect income, it can remind you when your bills are due, and project your account balances into the future. This will help you avoid late fees and overdraft charges, and perhaps put some of that “extra money” you might have into your savings account. Imagine that! Here';s how in a video and some step-by-step instructions…
If you've been following along and setting up Quicken as you work through this guide, you now know where your money is going, and where you stand regarding your upcoming bills and income. Knowing these critical facts about your finances sets the stage for the next huge benefit of Quicken: keeping your spending in line with your income. And relax, you don't need to track each and every penny; tracking just a few critical spending categories is usually enough to keep your expenses under control.
How does Quicken do it? This will sound familiar: a section on the Home tab makes it easy to see if you're coming in under your target or if you're in danger of blowing your budget.
Quicken on your mobile device (iPhone, iPad, Android phone or tablet) syncs with your desktop data and makes keeping track of your money super easy while on-the-go. You can also receive various alerts and notifications regarding your account balances, fees, and spending patterns. All of which are completely customizable, of course! Here’s how to get started:
When you start to feel more comfortable with Quicken, here are some things you might want to check out.
We want to make sure you get the help you need. If after reading this guide you have questions, you can turn to the following resources.