Quicken 2010 User Guide

To add a new account Launch Quicken 2010 Click on the Tools drop down menu then select the Add Account option. On the Account Setup screen enter the. Product Features. Legal manual; free legal updates keep documents current through 2010.

Thank you for choosing Quicken for Windows! In this guide, you’ll find out how to: • • • • • • • • • • • • Activate your Quicken membership If you purchased a Quicken subscription from Quicken.com: Your purchase required 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 sign in and activate your Quicken membership. • Sign in using the same Quicken ID and password that you used to purchase Quicken. • After you sign in with your Quicken ID, your membership is activated. If you purchased a Quicken subscription from a retailer (not Quicken.com) – either a boxed version or download: Note: You can use this Quicken ID to sign into the Quicken mobile app on your phone or tablet. • Click Begin Activation, to enter the activation code that you received when you purchased Quicken. • Click Activate Membership to complete your activation Setup your Quicken Profile Once you’ve activated your Quicken Membership, you’ll update your Quicken profile and click Continue Then, you can select whether or not to sync Quicken data to your Mobile device, by selecting Use Mobile 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).).

If you’re not sure if you want to sync to mobile right now, you can select Don’t use mobile, and set up mobile sync later. Set up your first account To add an account simply tell Quicken where you do your banking and investing. Quicken will then connect to your bank, download your transactions, and give you a spending report. 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. Click Add Account.

You can also skip this step and add your first account later by clicking the icon on the Home page. • 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. 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. Direct Connect may be an option if your bank provides it, but fees could apply. Check with your bank to confirm how to set up your account for Direct Connect.

• Enter your bank sign-in information. Usually, this is the same login you use for your bank’s website. • 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.

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. You’ll be prompted to create a separate password for your vault. If you choose to save all of your passwords, you can then update all of your accounts with one click. • Click Connect • If you like, you 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.

Note: Quicken can only download 30-90 days of transactions, as provided by your bank. If you’d like to download more transactions, contact your bank to determine if this is possible.

You’ve just added your first Quicken account! Your account register looks like this: If you want to add more accounts, just use the icon on the Home page, or go to Tools >Add Account. If you don’t, no problem. You can always add more accounts later Set your Quicken Preferences Take a tour of Quicken Quicken is designed to make your day-to-day tasks as easy as possible. Here's a quick introduction to the components and tools you'll use very often. Panels The account bar is a list of all the accounts you've added to Quicken.

A register is a list of transactions added to an account in Quicken. The menu bar displays all the tabs to access different features in Quicken. Icons Add Account Adds new accounts in Quicken. Update Accounts Downloads new transactions. Manage Accounts (on the left) Opens the Account List, where you can edit your account details and make 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 account in the register. This helps you to see how they affect your account balances. The Icon Opens the Quicken Help in a new window The icon (upper right side of the title bar) Shows/hides the toolbar and main tabs. Basic Tasks Click the account name in the account bar to open its register. Click a transaction in a register to make changes, or click a blank line to manually enter a new transaction.

Click All Transactions to view all the transactions in all accounts in Quicken. Click the tabs to access tools and features organized around common financial activities. Click Help to learn more about using Quicken. On the upper right side of the Quicken register window, search for a transaction. Update your accounts Now that you’ve set up an account, you’ll want to keep your transactions up-to-date. To update your Quicken accounts: Note: If you selected Save this password during account setup, you will only 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 you’re spending your money. The good news is that Quicken does most of this work automatically for you! Quicken assigns categories to your transactions when it downloads them from your bank. For example, if you used your ATM card at Kroger, Quicken knows that Kroger is a grocery store, and it automatically assigns the category Food & Dining:Groceries to the transaction. In most cases, Quicken can accurately guess the category.

In some cases, however, 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 want -- for example, during that trip to Kroger you may have bought pet food, which you want to track under the category Pets:Pet Food & Supplies instead of Food & Dining:Groceries. Naturally, you’ll want to assign the correct categories to your transactions. Here’s how you can categorize your transactions on the Spending tab. If the category you want isn’t in the list, click the New Category button. Set up your bills and income reminders Beyond tracking your spending, Quicken actually makes it easier to spend your money. Sniper Ghost Warrior Pc Utorrent there. And we mean that in a good way!

If you’re like most people, you have the same bills to pay every month. If you tell Quicken what your bills are, and when you expect income, it can remind you when your bills are due, and project your account balances into the future. This will help you avoid late fees and overdraft charges. Here’s how: Link your bills to the biller website You can now link your bills in Quicken to the biller websites, so you can get your bills and the exact amount as soon as they’re available!

Here’s how: • Select Link it now again to search for your bill provider, and enter the login information you use on the biller’s website to automatically update your bills in Quicken • When you’ve finished, the Stay on Top of Monthly Bills section on the Home tab lists your upcoming bills and any income for the selected date range. • Click Options to change the time period displayed. Bill Reminders in your register After you set up your bill or income reminders, you can choose to show them in your register, so that you can see what impact your planned spending will have on your account balance.

Note: You can change the time period for the reminders to display (next 7 days, next 30 days, etc.). Create a budget If you’ve been following along and setting up Quicken as you work through this guide, you now know where your money is going, and where you stand with your upcoming bills and income. Knowing these critical facts about your finances sets the stage for the next huge benefit of Quicken: keeping your spending in line with your income. How does Quicken do it?

A section on the Home tab makes it easy to see if you’re coming in under your target or if you’re going over budget. • Enter a name for your budget and then OK.

Quicken automatically creates a budget for your recurring personal expense categories. • When you’ve finished, the Budget Your Spending section on the Home tab shows you how you’re doing with your overall spending. • To customize your budget (choose amounts and categories to budget for) just click the Planning tab.

Use the Home tab The Home tab is a dashboard where you can track your finances and stay on top of your bills. Quicken gives you the flexibility to customize the default Main View as well as add more views. Simply click Customize and enter your preferences. After you add your accounts, categorize your transactions, and add your bills and a budget, you can track all of these at a glance on the home tab, to get a quick snapshot of how you’re doing. Use Quicken on your phone or tablet The Quicken Mobile Companion app (iPhone®, iPad®, Android™) syncs with your desktop data and makes keeping track of your money easy while you're on the go.

You 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'd like to see on your Quicken mobile app. When you’ve finished setting things up, syncing is easy. Just check the Sync to Quicken CloudSync Now button on the Mobile tab.

Your Quicken desktop data will appear on all of your synced mobile devices. The transactions or receipts you’ve entered on your mobile device will also appear in your Quicken desktop file. On your phone: • Download the Quicken Mobile Companion app from the iTunes or Android app stores. • Install the app on your device.

• Sign in with the Quicken ID that you used to sync your data file from the desktop. • The data that you synced from your desktop will be visible in your Quicken mobile app • You can download the transactions from your FI directly onto your phone for banking accounts. Investment accounts will need to be downloaded to your desktop and synced to mobile. • You’ll be able to get the latest market price for your securities directly on your mobile device. • You can sync more than one data file to your mobile device using the same Quicken ID; to see all of the Quicken files associated with your Quicken ID, just go to Edit >Preferences >Cloud Accounts and click Cloud accounts associated with this Quicken ID. † Limited time offer of 40% off the list price applies only to the purchase of Quicken Deluxe, Premier, Home, Business & Rental Property for the first year only when you order directly from Quicken by January 2, 2018, 11:59 PM PST.

Offer good for new memberships only. Offer listed above cannot be combined with any other offers. Terms, conditions, pricing, features, offers and service options subject to change without notice. * Recommendation rate based on Net Promoter Survey November 2018 of Quicken Deluxe Users. • Monitoring alerts, data downloads, and feature updates are available through the end of your membership term. Online services require internet access. Third-party terms and additional fees may apply.

Phone support, online features, and other services vary and are subject to change. 14,500+ participating financial institutions as of October 1, 2017. • Standard message and data rates may apply for sync, e-mail and text alerts.

Visit for details. Quicken app (“App”) is compatible with iPad, iPhone, iPod Touch, Android phones and tablets. Not all Quicken desktop features are available in the App. The App is a companion app and will work only with Quicken 2015 and above desktop products. • Quicken Bill Pay (Bill Payment Services provided by Metavante Payment Services, LLC) is included in Quicken Premier and above and is available on as a separate add-on service in Starter and Deluxe. 15 payments per month included in Premier and above. • Purchase entitles you to Quicken for 1 or 2 years (depending upon length of membership purchased), starting at purchase.

Full payment is charged to your card immediately. At the end of the membership period, membership will automatically renew every year and you will be charged the then-current price (prices subject to change). You may cancel before renewal date. For full details, consult the Quicken License Agreement.

You can manage your subscription at your My Account page. • 2018 release of Quicken for Windows imports data from Quicken for Windows 2010 or newer, Microsoft Money 2008 and 2009 (for Deluxe and higher). Quicken for Mac 2018 release imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity. • 30-day money back guarantee: If you’re not satisfied, return this product to Quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less shipping and handling fees.

See for full details and instructions. • Quicken for Mac software and the Quicken mobile app are not designed to function outside the U.S. • The VantageScore provided under the offer described here uses a proprietary credit scoring model designed by VantageScore Solutions, LLC. There are numerous other credit scores and models in the marketplace, including different VantageScores. Please keep in mind third parties may use a different credit score when evaluating your creditworthiness.

Also, third parties will take into consideration items other than your credit score or information found in your credit file, such as your income. • VantageScore®, Equifax®, Experian® and TransUnion® are registered trademarks of their respective owners.

• EQUIFAX is a registered trademark of Equifax Inc. The other Equifax marks used herein are trademarks of Equifax Inc. Other product and company names mentioned herein are property of their respective owners. • Illustrations © 2017 Adam Simpson. All rights reserved. • © 2017 Quicken Inc. All rights reserved.

Quicken is a registered trademark of Intuit Inc., used under license. • • • • • © 2017 Quicken Inc. All rights reserved. Quicken is a registered trademark of Intuit Inc., used under license. IPhone, iPod, iPad Touch are trademarks of Apple Inc., registered in the U.S.

And other countries. Android is a trademark of Google Inc.

Dropbox, PayPal, Yelp, and other parties’ marks are trademarks of their respective companies. Terms, conditions, features, availability, pricing, fees, service and support options subject change without notice. Corporate Headquarters: 3760 Haven Avenue, Menlo Park, CA 94025.

† Limited time offer of 40% off the list price applies only to the purchase of Quicken Deluxe, Premier, Home, Business & Rental Property for the first year only when you order directly from Quicken by January 2, 2018, 11:59 PM PST. Offer good for new memberships only.

Offer listed above cannot be combined with any other offers. Terms, conditions, pricing, features, offers and service options subject to change without notice. * Recommendation rate based on Net Promoter Survey November 2018 of Quicken Deluxe Users. • Monitoring alerts, data downloads, and feature updates are available through the end of your membership term. Online services require internet access.

Third-party terms and additional fees may apply. Phone support, online features, and other services vary and are subject to change.

14,500+ participating financial institutions as of October 1, 2017. • Standard message and data rates may apply for sync, e-mail and text alerts. Visit for details. Quicken app (“App”) is compatible with iPad, iPhone, iPod Touch, Android phones and tablets.

Not all Quicken desktop features are available in the App. The App is a companion app and will work only with Quicken 2015 and above desktop products.

• Quicken Bill Pay (Bill Payment Services provided by Metavante Payment Services, LLC) is included in Quicken Premier and above and is available on as a separate add-on service in Starter and Deluxe. 15 payments per month included in Premier and above. • Purchase entitles you to Quicken for 1 or 2 years (depending upon length of membership purchased), starting at purchase. Full payment is charged to your card immediately.

At the end of the membership period, membership will automatically renew every year and you will be charged the then-current price (prices subject to change). You may cancel before renewal date. For full details, consult the Quicken License Agreement. You can manage your subscription at your My Account page. • 2018 release of Quicken for Windows imports data from Quicken for Windows 2010 or newer, Microsoft Money 2008 and 2009 (for Deluxe and higher).

Quicken for Mac 2018 release imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity. • 30-day money back guarantee: If you’re not satisfied, return this product to Quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less shipping and handling fees. See for full details and instructions. • Quicken for Mac software and the Quicken mobile app are not designed to function outside the U.S. • The VantageScore provided under the offer described here uses a proprietary credit scoring model designed by VantageScore Solutions, LLC.

There are numerous other credit scores and models in the marketplace, including different VantageScores. Please keep in mind third parties may use a different credit score when evaluating your creditworthiness. Also, third parties will take into consideration items other than your credit score or information found in your credit file, such as your income. • VantageScore®, Equifax®, Experian® and TransUnion® are registered trademarks of their respective owners. • EQUIFAX is a registered trademark of Equifax Inc.

The other Equifax marks used herein are trademarks of Equifax Inc. Other product and company names mentioned herein are property of their respective owners. • Illustrations © 2017 Adam Simpson. All rights reserved. • © 2017 Quicken Inc.

All rights reserved. Quicken is a registered trademark of Intuit Inc., used under license. • • • • • © 2017 Quicken Inc.

All rights reserved. Quicken is a registered trademark of Intuit Inc., used under license. IPhone, iPod, iPad Touch are trademarks of Apple Inc., registered in the U.S. And other countries. Android is a trademark of Google Inc. Dropbox, PayPal, Yelp, and other parties’ marks are trademarks of their respective companies.

Terms, conditions, features, availability, pricing, fees, service and support options subject change without notice. Corporate Headquarters: 3760 Haven Avenue, Menlo Park, CA 94025.