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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