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Now that you've set up an account, you'll want to keep your transactions up-to-date. On the upper right side of the Quicken register window, search for a transaction. The icon (upper right side of the title bar)īasic Tasks Click the account name in the account bar to open its register.Ĭlick a transaction in a register to make changes, or click a blank line to manually enter a new transaction.Ĭlick All Transactions to view all the transactions in all accounts in Quicken.Ĭlick the tabs to access tools and features organized around common financial activities.Ĭlick Help to learn more about using Quicken. This helps you to see how they affect your account balances. Shows reminders for this account in the register. Opens a menu of tasks, preferences, and reports related to the account register you're working with. Opens the Account List, where you can edit your account details and make other changes. The menu bar displays all the tabs to access different features in Quicken. Panels The account bar is a list of all the accounts you've added to Quicken.Ī register is a list of transactions added to an account in Quicken. Here's a quick introduction to the components and tools you'll use very often. Quicken is designed to make your day-to-day tasks as easy as possible. If you want to add more accounts, just use the icon on the Home page, or go to Tools > Add Account.

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If you'd like to download more transactions, contact your bank to determine if this is possible.Ĭongratulations! You've just added your first Quicken account! Note: Quicken can only download 30-90 days of transactions, as provided by your bank. Quicken adds your accounts and downloads transactions. If there are accounts you don't want to add to Quicken, select Ignore instead of Add. If you like, you can add a nickname for your account.

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If you choose to save all of your passwords, you can then update all of your accounts with one click.

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You'll be prompted to create a separate password for your vault. The first time you choose to save a password, Quicken will create a Password Vault, where you can save all of your banking passwords, if you choose.

If you\/d like Quicken to remember your login information (so you don't have to type it in again when you update your accounts) select the Save this password checkbox.

Usually, this is the same login you use for your bank's website.

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Check with your bank to confirm how to set up your account for Direct Connect. Direct Connect may be an option if your bank provides it, but fees could apply. If there is more than one way to connect to your financial institution, Quicken will prompt you to select your preferred connection method, if applicable.

Enter or choose the name of your financial institution (if you have more than one, don't worry-you can add more accounts later) and click Next.

You can also skip this step and add your first account later by clicking the icon on the Home page. Adding an account also gives you the ability to run reports on income, spending, taxes, and investment performance based on the transactions that you download.Ĭlick Add Account. Quicken will then connect to your bank, download your transactions, and give you a spending report. To add an account simply tell Quicken where you do your banking and investing. If you're not sure if you want to sync to mobile or web right now, you can select Don't use mobile & web, and set up mobile & web sync later. Then, you can select whether or not to sync Quicken data to your Mobile device or to the Quicken web application, by selecting Use Mobile & Web and enter a friendly file name (if you plan on syncing more than one Quicken file to your mobile device, this will help you select the correct files to sync).). Once you've activated your Quicken Membership, you'll update your Quicken profile and click Continue When prompted, follow the on-screen instructions to enter your 16-digit activation code. If you already have Quicken 2018, use the same id to login.ģ.

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Install Quicken on your computer and sign in or create your Quicken ID to setup your profile. Purchases from a retailer (not ) – a boxed version or downloadġ.

After you sign in with your Quicken ID, your membership is activated.

This Quicken ID is associated with your subscription membership, so you'll use this ID to activate Quicken. When you purchase a Quicken subscription from, your purchase requires that you create a Quicken ID, or use your existing Quicken ID.

Use Quicken on your phone, tablet or the webĪctivate your Quicken membership Purchases from.Thank you for choosing Quicken for Windows!