Getting started with Quicken Thank you for choosing...
Transcript of Getting started with Quicken Thank you for choosing...
![Page 1: Getting started with Quicken Thank you for choosing Quickenintuitglobal.intuit.com/iq/quicken/docs/Quicken_QuickStart_Guide_20… · 6. Quicken will offer to create the account for](https://reader033.fdocuments.net/reader033/viewer/2022050600/5fa766b69d59c34df002d6be/html5/thumbnails/1.jpg)
Getting started with Quicken
Thank you for choosing Quicken This guide helps you get started with Quicken as quickly as possible. You’ll find out how to: • UsetheHometab• Setupyourfirstaccount• Acceptyourtransactions• Updateyouraccounts
• TakeatourofQuicken• Categorizeyourtransactions• GetmoreoutofQuicken• Gethelpwhenyouneedit
Use the Home tab
TheHome tabisadashboardwhereyoucantrackyourfinancesandstayontopofyourbills.
![Page 2: Getting started with Quicken Thank you for choosing Quickenintuitglobal.intuit.com/iq/quicken/docs/Quicken_QuickStart_Guide_20… · 6. Quicken will offer to create the account for](https://reader033.fdocuments.net/reader033/viewer/2022050600/5fa766b69d59c34df002d6be/html5/thumbnails/2.jpg)
YOUR BANK’S WEBSITE
Set up your first account
Followthesesimpleinstructionsandyouwillbeup-and-runningwithQuickeninlessthan10minutes.
1. MinimizeQuickenifitisopen.Ifitisclosedgodirectlytostep2.
2. Openyourwebbrowserandnavigatetoyourbank web site.
3. Signintoyourbank web site.
4. Followtheprocedurestoselectanddownloadyourprimarybankaccount.
5. ChooseOpen.
6. Quickenwillopenormaximizeautomatically.
1
B
5
![Page 3: Getting started with Quicken Thank you for choosing Quickenintuitglobal.intuit.com/iq/quicken/docs/Quicken_QuickStart_Guide_20… · 6. Quicken will offer to create the account for](https://reader033.fdocuments.net/reader033/viewer/2022050600/5fa766b69d59c34df002d6be/html5/thumbnails/3.jpg)
6. Quickenwilloffertocreatetheaccountforyou.
Note:Youcanchangethenameoftheaccount.ThenamemustbeuniquewithinQuicken.
7. Clickthe Importbuttontocreateandimportthetransactions.
8. TheOne Step Update Summarywindowwillconfirmthattheaccountwasupdated.
F G
8
![Page 4: Getting started with Quicken Thank you for choosing Quickenintuitglobal.intuit.com/iq/quicken/docs/Quicken_QuickStart_Guide_20… · 6. Quicken will offer to create the account for](https://reader033.fdocuments.net/reader033/viewer/2022050600/5fa766b69d59c34df002d6be/html5/thumbnails/4.jpg)
Accept your transactions
1. Whenyoulookatyouraccountyouwillnoticethatthedownloadedtransactionswillappearatthebottomofthewindow.
2. Sincethisisanewaccount,clicktheAccept Allbuttontomovethemtotheaccountregister.
There you go!YourfirstaccountwascreatedinQuicken.
1 B
![Page 5: Getting started with Quicken Thank you for choosing Quickenintuitglobal.intuit.com/iq/quicken/docs/Quicken_QuickStart_Guide_20… · 6. Quicken will offer to create the account for](https://reader033.fdocuments.net/reader033/viewer/2022050600/5fa766b69d59c34df002d6be/html5/thumbnails/5.jpg)
Take a tour of Quicken
Quickenisdesignedtomakeyourday-to-daytasksaseasyaspossible.Hereisaquickintroductiontothecontrolsyouwillusemostoften.
ClicktheAccount Listicontoedityouraccountnamesandmakeotherchanges.
Clickthetabs toaccesstoolsandfeaturesorganizedaroundcommonfinancialactivities.
ClickAccount Actionsforamenuoftasks,preferences,andreportsrelatedtotheaccountyouareworkingwith.
Clickanaccount name intheAccountBartoopenitsregister.
TheAccount Barisalistoftheaccountsyou’veaddedtoQuicken.
Aregisterisalistoftransactionswithinanaccount.
Clickatransactioninaregistertomakechanges,orclickablanklinetoenteranewtransaction.
ClickAdd an Accounttosetupmoreaccounts.
![Page 6: Getting started with Quicken Thank you for choosing Quickenintuitglobal.intuit.com/iq/quicken/docs/Quicken_QuickStart_Guide_20… · 6. Quicken will offer to create the account for](https://reader033.fdocuments.net/reader033/viewer/2022050600/5fa766b69d59c34df002d6be/html5/thumbnails/6.jpg)
YOUR BANK’S WEBSITE
Update your accounts
Tokeepyouraccountinformationuptodate,gotoyourbankwebsiteanddownloadyourlatestinformation.
Categorize your transactions
Categorizingyourtransactionsletsyouseewhereyou’respendingyourmoney.ThegoodnewsisthatQuickendoesmostofthisworkautomaticallyforyou!
Quickenassignscategoriestoyourtransactionswhenitdownloadsthemfromyourbank.Forexample,ifyouusedyourbankcardatSobey’s,QuickenknowsthatSobey’sisagrocerystoreanditautomaticallyassignsthecategoryFood & Dining:Groceriestothetransaction.
Inmostcases,Quickencanaccuratelyguessthecategory.Insomecases,however,itwon’trecognizethetransactionthefirsttimeitseesit—forexample,yourrentcheque.Quickenalsomightassignacategorytoatransactionthatyoudon’twant—forexample,duringthattriptoSobey’syoumayhaveboughtpetfood,whichyouwanttotrackunderthecategoryPets:Pet Food & SuppliesinsteadofFood & Dining:Groceries.Naturally,you’llwanttoassignthecorrectcategoriestoyourtransactions.Here’show…
![Page 7: Getting started with Quicken Thank you for choosing Quickenintuitglobal.intuit.com/iq/quicken/docs/Quicken_QuickStart_Guide_20… · 6. Quicken will offer to create the account for](https://reader033.fdocuments.net/reader033/viewer/2022050600/5fa766b69d59c34df002d6be/html5/thumbnails/7.jpg)
Use the spending tab to categorize transactions
ThestepsbelowusetheSpendingtabtoassignacategorytoatransaction.TheprocessisidenticalifyouuseaQuickenaccountregister.However,akeyadvantageofusingtheSpendingtabisthatitalertsyouifyouhaveanyuncategorizedtransactions.
1. ClicktheSpendingtab.TheSpendingtabshowsyouthetransactionsfromyourspendingaccounts.Italsohasacoolpiechartthatshowsyouwhereyourmoneyisgoing.
2. Clickthetransactionthatyouwanttochangethecategoryfor.
1
B
![Page 8: Getting started with Quicken Thank you for choosing Quickenintuitglobal.intuit.com/iq/quicken/docs/Quicken_QuickStart_Guide_20… · 6. Quicken will offer to create the account for](https://reader033.fdocuments.net/reader033/viewer/2022050600/5fa766b69d59c34df002d6be/html5/thumbnails/8.jpg)
3. Clickthebuttonnexttothecategoryyouwanttochange.
C
D4. Clickthecategoryyouwantfromthelist.
Ifthecategoryyouwantisn’tinthelist,clicktheAdd Categorybutton.
![Page 9: Getting started with Quicken Thank you for choosing Quickenintuitglobal.intuit.com/iq/quicken/docs/Quicken_QuickStart_Guide_20… · 6. Quicken will offer to create the account for](https://reader033.fdocuments.net/reader033/viewer/2022050600/5fa766b69d59c34df002d6be/html5/thumbnails/9.jpg)
Get more out of Quicken
WhenyoustarttofeelmorecomfortablewithQuicken,herearesomethingsyoumightwanttocheckout.
Manage your investments: YoucanaddbrokerageaccountstoQuickenandtrackyourinvestmentperformancefromwithintheInvestmentstab.(QuickenHome&Businessonly)
Track your business: Ifyouownabusiness,youcantrackyourincomeandexpensesandperformance.(QuickenHome&Businessonly)
Report on your finances: TakealookatthereportsandgraphsinQuicken.You’llfindreportslikeIncomevs.ExpenseandSpendingbyCategory–bothveryhelpfulwhenyou’retryingtofigureoutwhereyoustand.ChooseReportsmenu>Reports&GraphsCenter.
Add your paycheque: ThePaychequeSetupwizardhelpsyouenteralltheincomeanddeductionslistedonyourpaycheque.Quickenusesthisinformationintax-relatedplannersandcalculators.ClickthePlanningtab,clicktheTaxCenterbutton,andthenclickAddPaycheque.(SomefeaturesonlyavailableinQuickenHome&Businessversion)
Use the All Transactions register: TheAllTransactionsregisterletsyoureviewandworkwithtransactionsfromallyourspending,asset,andliabilityaccountsinoneplace.Thishelpsyoueasilyidentifyuncategorizedtransactions,andedityourtransactionsinoneplace.
![Page 10: Getting started with Quicken Thank you for choosing Quickenintuitglobal.intuit.com/iq/quicken/docs/Quicken_QuickStart_Guide_20… · 6. Quicken will offer to create the account for](https://reader033.fdocuments.net/reader033/viewer/2022050600/5fa766b69d59c34df002d6be/html5/thumbnails/10.jpg)
Get help when you need it
Wewanttomakesureyougetthehelpyouneed.If,afterreadingthisguide,youhavequestions,youcanturntothefollowingresources.
Quicken Help
1. ClicktheHelpmenu.
2. Select Quicken HelporclicktheF1key.
3. ThenselecttheContentstab.
Thecontentsarealetsyourefertospecific“chapters”aboutthevariousareasthatQuickenHome&Businesscovers.
Note:QuickenCashManagerhasthesamehelpfilebutdoesnotprovideallthelistedfeatures.
Quicken Live Community
AnonlineforumwhereyoucangetanswersfromotherQuickenusersandexperts.
ThisonlinecommunityishostedbytheUSsincethenumberofUSusersismuchlargerthanCanadianusers.YoucanalsoaccessLiveCommunityatqlc.intuit.com
Quicken Support
Ifyouneedhelp,contactSupportatwww.quicken.ca/support
Thank you again!
WehopethisshortguidegetsyouupandrunningwithQuicken.WeappreciateyourbusinessandworkhardeverydaytomakeQuickenthebestpersonalfinancesolutiononthemarket.
The Quicken Team
C