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GETTING STARTED WITH QUICKEN

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The document is a guide for using Quicken® software (versions 2008, 2009, and 2010) to manage online banking services. It provides step-by-step instructions on setting up a new Quicken account, downloading updates, and utilizing online bill payment features. Users are instructed to enroll for a Customer ID and password through their financial institution to access online services. The guide also explains different connection methods (Direct Connect, Express Web Connect) for downloading transactions.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What are the disadvantages of Quicken?

Quicken doesnt function as a double-entry accounting system. This absence is a potentially disqualifying shortcoming for those who need advanced accounting capabilities. Even if you dont have complex finances, the lack of a double-entry system could hinder future growth.

How to set up Quicken for the first time?

How to Set Up Your First Account Click the Home tab at the top of the Quicken window. Click Get Started in the See Where Your Money Goes section. Enter or choose the name of your bank. Enter your bank login information. Click Connect. Set preferences for your Quicken accounts.

Can I still use my Quicken without a subscription?

Its easy, and starts with using your email and setting up a password. If you want to use Quicken Connected Services to better sync everything, youll need an Intuit ID (so create one if you dont have one already).

Is Quicken hard to set up?

Launch Quicken Classic on your Windows or Mac computer. Select Help and from the menu select Enter Activation Code to continue. , sign in and when prompted, follow the on-screen instructions to get your Quicken set up.