getting started with quicken thank you for choosing...

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: • SetupyourIntuitID• UsetheHometab• Setupyourfirstaccount• Acceptyourtransactions• Updateyouraccounts

• TakeatourofQuicken• Categorizeyourtransactions• GetmoreoutofQuicken• Gethelpwhenyouneedit

Set up your Intuit ID

SetupyourIntuitIDandcompleteyourregistrationtoaccessallthebenefitsofQuickenCanadaConnectedServices.TheseincludedownloadingyourbanktransactionsintoQuicken,receivinge-mailandtextalerts,gettingnotifiedin-productwhenafreeupdateisavailable,andaccessingQuickenSupport&QuickenLiveCommunity

IfyoualreadyuseotherIntuitproducts,likeTurboTaxorQuickBooks,youmayalreadyhaveanIntuitID.

1. FillintheinformationtosetupyourIntuitIDandcompleteyourregistration.

2. IfyoualreadyhaveanIntuitID,clicktosigninandcompleteyourregistration.

Use the Home Tab

TheHome tabisadashboardwhereyoucantrackyourfinancesandstayontopofyourbills.

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.

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6. Quickenwilloffertocreatetheaccountforyou.

Note:Youcanchangethenameoftheaccount.ThenamemustbeuniquewithinQuicken.

7. Clickthe Importbuttontocreateandimportthetransactions.

8. TheOne Step Update Summarywindowwillconfirmthattheaccountwasupdated.

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Accept your transactions

1. Whenyoulookatyouraccountyouwillnoticethatthedownloadedtransactionswillappearatthebottomofthewindow.

2. Sincethisisanewaccount,clicktheAccept Allbuttontomovethemtotheaccountregister.

There you go!YourfirstaccountwascreatedinQuicken.

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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.

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…

Use the spending tab to categorize transactions

ThestepsbelowusetheSpendingtabtoassignacategorytoatransaction.TheprocessisidenticalifyouuseaQuickenaccountregister.However,akeyadvantageofusingtheSpendingtabisthatitalertsyouifyouhaveanyuncategorizedtransactions.

1. ClicktheSpendingtab.TheSpendingtabshowsyouthetransactionsfromyourspendingaccounts.Italsohasacoolpiechartthatshowsyouwhereyourmoneyisgoing.

2. Clickthetransactionthatyouwanttochangethecategoryfor.

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3. Clickthebuttonnexttothecategoryyouwanttochange.

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D4. Clickthecategoryyouwantfromthelist.

Ifthecategoryyouwantisn’tinthelist,clicktheAdd Categorybutton.

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.

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

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