Getting started with Quicken Thank you for choosing Quicken
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:
? Set up your Intuit ID ? Use the Home tab ? Set up your first account ? Accept your transactions ? Update your accounts
? Take a tour of Quicken ? Categorize your transactions ? Get more out of Quicken ? Get help when you need it
Set up your Intuit ID
Set up your Intuit ID and complete your registration to access all the benefits of Quicken Canada Connected Services. These include downloading your bank transactions into Quicken, receiving e-mail and text alerts, getting notified in-product when a free update is available, and accessing Quicken Support & Quicken Live Community
If you already use other Intuit products, like TurboTax or QuickBooks, you may already have an Intuit ID.
1. Fill in the information to set up your Intuit ID and complete your registration.
2. If you already have an Intuit ID, click to sign in and complete your registration.
Use the Home Tab
The Home tab is a dashboard where you can track your finances and stay on top of your bills.
Set up your first account
Follow these simple instructions and you will be up-and-running with Quicken in less than 10 minutes.
1. Minimize Quicken if it is open. If it is
closed go directly to step 2.
1
2. Open your web browser and navigate to your bank web site.
3. Sign in to your bank web site.
4. Follow the procedures to select and
B
download your primary bank account.
5. Choose Open.
6. Quicken will open or maximize automatically.
YOUR BANK'S WEBSITE
5
6. Quicken will offer to create the account for you.
Note: You can change the name of the account. The name must be unique within Quicken.
7. Click the Import button to create and import the transactions.
8. The One Step Update Summary window
will confirm that the account was
F
G
updated.
8
Accept your transactions
1. When you look at your account you will notice that the downloaded transactions will appear at the bottom of the window.
2. Since this is a new account, click the Accept All button to move them to the account register.
There you go!
Your first account was created in Quicken.
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