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.

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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