How Set Up Quicken 2018 For Windows Register Tabs

Give thanks you for choosing Quicken for Windows!

In this guide, you'll find out how to:

• Activate your Quicken membership
• Setup your Quicken Profile
• Set up your first account
• Set your Quicken preferences
• Take a tour of Quicken
• Update your accounts
• Categorize your transactions
• Set upwards your bills and income reminders
• Create a budget
• Use the Home tab
• Apply Quicken on your phone, tablet or the web

Activate your Quicken membership

Purchases from Quicken.com

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

• After y'all sign in with your Quicken ID, your membership is activated.

Purchases from a retailer (not Quicken.com) – a boxed version or download

1. On your computer, get to: quicken.com/download

two. Install Quicken on your computer and sign in or create your Quicken ID to setup your profile.

If you already have Quicken 2018, use the same id to login.

3. When prompted, follow the on-screen instructions to enter your 16-digit activation lawmaking.

Setup your Quicken Profile

Once you've activated your Quicken Membership, you'll update your Quicken profile and click Keep

Then, y'all can select whether or not to sync Quicken data to your Mobile device or to the Quicken web application, by selecting Utilise Mobile & Spider web and enter a friendly file proper name (if yous program on syncing more than than one Quicken file to your mobile device, this volition aid you select the correct files to sync).). If yous're non certain if you lot want to sync to mobile or web right now, yous tin select Don't use mobile & web, and fix mobile & web sync later.

Set your outset account

To add an business relationship simply tell Quicken where you exercise your banking and investing. Quicken volition and so connect to your bank, download your transactions, and give y'all a spending written report. Calculation an account also gives yous the power to run reports on income, spending, taxes, and investment functioning based on the transactions that you download.

Click Add Business relationship. You can also skip this step and add together your starting time account later past clicking the icon on the Dwelling page.

• Enter or cull the name of your fiscal institution (if you have more than one, don't worry—y'all tin add together more accounts after) and click Side by side.

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. Straight Connect may be an option if your bank provides information technology, but fees could employ. Check with your bank to confirm how to set up your account for Direct Connect.

• Enter your banking concern sign-in information. Usually, this is the same login you use for your bank's website.
• If you lot\/d like Quicken to remember your login information (so you don't have to blazon information technology in again when you lot update your accounts) select the Salve this password checkbox. The get-go time yous choose to save a password, Quicken will create a Password Vault, where you can save all of your banking passwords, if y'all choose. Yous'll be prompted to create a separate password for your vault. If you cull to relieve all of your passwords, you can then update all of your accounts with i click.

• Click Connect
• If you similar, y'all can add a nickname for your account. If there are accounts you don't want to add to Quicken, select Ignore instead of Add.

• Click Next and Finish. Quicken adds your accounts and downloads transactions. Annotation: Quicken can but download 30-ninety days of transactions, as provided by your bank. If you'd like to download more transactions, contact your bank to decide if this is possible.

Congratulations! Yous've simply added your first Quicken account!

Your account annals looks like this:

If y'all want to add more accounts, simply utilise the icon on the Habitation page, or get to Tools > Add Business relationship. If you don't, no problem. You can e'er add more accounts later

Set your Quicken Preferences

Have a tour of Quicken

Quicken is designed to brand your mean solar day-to-twenty-four hour period tasks as piece of cake as possible. Here's a quick introduction to the components and tools you'll apply very often.

Panels

The account bar is a list of all the accounts you've added to Quicken.

A register is a listing of transactions added to an account in Quicken.

The carte du jour bar displays all the tabs to admission different features in Quicken.

Icons

Add Business relationship	Adds new accounts in Quicken.
Update Accounts	Downloads new transactions.
Manage Accounts (on the left)	Opens the Account List, where you can edit your business relationship details and brand other changes.
Actions (on the right)	Opens a menu of tasks, preferences, and reports related to the account register you're working with.
Reminder	Shows reminders for this business relationship in the annals. This helps yous to run into how they affect your account balances.
The Icon	Opens the Quicken Help in a new window
The icon (upper correct side of the title bar)	Shows/hides the toolbar and primary tabs.

Basic Tasks

Click the account name in the account bar to open its register.

Click a transaction in a register to brand changes, or click a bare line to manually enter a new transaction.

Click All Transactions to view all the transactions in all accounts in Quicken.

Click the tabs to admission tools and features organized around common financial activities.

Click Aid to learn more about using Quicken.

On the upper correct side of the Quicken annals window, search for a transaction.

Update your accounts

Now that you've set upwards an account, you'll want to keep your transactions upward-to-date. To update your Quicken accounts:

Note: If y'all selected Save this password during account setup, you will just need to enter the password for your Password Vault.

• Click Update Now. Quicken downloads all new transactions and updates your account balances.

Categorize your transactions

Categorizing your transactions helps you see where yous're spending your money. The good news is that Quicken does nigh of this work automatically for you lot!

Quicken assigns categories to your transactions when it downloads them from your bank. For example, if you used your ATM bill of fare at Kroger, Quicken knows that Kroger is a grocery store, and information technology automatically assigns the category Food & Dining:Groceries to the transaction.

In almost cases, Quicken can accurately guess the category. In some cases, still, it doesn't recognize the transaction the first time -- for example, your rent check. Quicken also might assign a category to a transaction that you don't desire -- for example, during that trip to Kroger y'all may take bought pet nutrient, which you desire to track nether the category Pets:Pet Food & Supplies instead of Nutrient & Dining:Groceries. Naturally, you'll want to assign the correct categories to your transactions. Here'due south how you tin can categorize your transactions on the Spending tab.

If the category you want isn't in the listing, click the New Category button.

Set up up your bills and income reminders

Across tracking your spending, Quicken actually makes it easier to spend your money. And we mean that in a good way!

If you're like nearly people, you take the same bills to pay every month. If you tell Quicken what your bills are, and when you look income, it tin remind you when your bills are due, and project your business relationship balances into the time to come. This will assist you avoid late fees and overdraft charges.

Here'south how:

• Click on Bills & Income tab
• Click on 'Go Started' in the Bils tab

• Select 'Online beak' in the popular-up that appears
• Cull your biller and enter the credentials in the screens that follows

After you fix your bill or income reminders, you tin can choose to show them in your annals, so that you lot can see what impact your planned spending volition accept on your account balance. You can practise this by clicking on the clock icon on the top of the annals.

Create a upkeep

If you've been following forth and setting upward Quicken as you piece of work through this guide, you at present know where your money is going, and where you stand with your upcoming bills and income. Knowing these critical facts nearly your finances sets the stage for the next huge benefit of Quicken: keeping your spending in line with your income.

How does Quicken practice information technology? A section on the Home tab makes information technology piece of cake to see if yous're coming in under your target or if yous're going over budget.

• Enter a proper name for your budget and so OK. Quicken automatically creates a budget for your recurring personal expense categories.

• When you've finished, the Upkeep Your Spending department on the Home tab shows y'all how you're doing with your overall spending.

• To customize your budget (cull amounts and categories to budget for) just click the Planning tab.

Use the Home tab

The Home tab is a dashboard where yous can track your finances and stay on top of your bills.

Quicken gives you the flexibility to customize the default Master View as well every bit add together more views. Merely click Customize and enter your preferences.

After you add your accounts, categorize your transactions, and add your bills and a budget, you can rail all of these at a glance on the home tab, to get a quick snapshot of how you lot're doing.

Use Quicken on your telephone or tablet

Quicken on the Web and Quicken Mobile App (iPhone®, iPad®, Android™) syncs with your desktop data and makes keeping runway of your money easy while you're on the become. You tin can also receive alerts and notifications to help monitor your account balances, fees, and spending patterns. All of these alerts are customizable.

Here's how to get started:

On Quicken Desktop:

• Select the checking, savings, credit, investment, or cash accounts you lot'd similar to see on your Quicken mobile app.

How Set Up Quicken 2018 For Windows Register Tabs,

Source: https://www.quicken.com/complete-guide-getting-started-quicken-windows

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