Tips for Homeowners

Thank you for choosing Quicken! Owning your own home is one of the great American dreams. Whether you’re just sticking your toes in the water, or you took the plunge long ago, Quicken has the tools you need to evaluate and track your investment. This…

3 Personal Finance Tips for College Grads

Walking across the stage to get your college diploma might be the proudest moment of your life, but it’s also just the beginning of your adult life. Tripping up financially might not be as initially embarrassing as stumbling on stage, but it can be more devastating long-term. Having a plan for how you’re going to manage your finances can turn your money into an ally.

How to Set Up Your Bills and Income

OK. So now you have one or two accounts set up in Quicken and you can download transactions and use categories to see where your money is going. What’s next? What more could there be? Beyond tracking your spending, Quicken actually makes it easier to…

How to Categorize Your Transactions

  Categorizing your transactions lets 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…

How to Set Up Your First Account

  Follow these simple instructions and you’ll be up-and-running with Quicken in less than 10 minutes. Seriously! 1. Click the Home tab at the top of the Quicken window. 2. Click Get Started in the See Where Your Money Goes section.   3. Enter or choose the name of your bank….

How to Set Up Savings Goals

Using Savings Goals Quicken’s Savings Goals feature helps you save money by “hiding” funds in an account. You set up a savings goal and make contributions to it using the Savings Goals window. Although the money never leaves the source bank account, it is deducted in the account register, thus reducing the account balance in Quicken. If you can’t see the money in your account, you’re less likely to spend it.