Getting Started with Quicken
Thanks for choosing Quicken. Whether you’re just getting started or exploring new features, we’ll help you get the most out of everything Quicken has to offer.
Quick Start Guides
Our interactive quick start guides will walk you through the basics of using Quicken, from downloading and installing the software to creating a budget.
Helpful Videos
Watch product overviews and how-to guides for essential Quicken tasks.
Introduction to Quicken
How to use Quicken for Windows
How to use Quicken for Mac
Getting Set Up
Download and install Quicken
Our interactive quick start guides will walk you through the basics of using Quicken, from downloading and installing the software to creating a budget.
Review your transactions
Your transactions lie at the heart of all Quicken’s features. Here’s how to make sure you’re set up for success.
Add your accounts
To get the full benefits of Quicken, connect all your financial accounts—bank accounts, credit cards, loans, savings, assets, and investments.
Take a tour of the dashboard
Get to know your dashboard and learn your way around some of Quicken’s most popular features.
Getting More out of Quicken
Create a budget
Let Quicken create a personalized budget based on your actual spending habits, then adjust it to fit your needs.
Customize categories and tags
Add or change categories and tags to make Quicken your own.
Explore Quicken reports
See where your money’s going, find places to save, monitor investment performance, and make more informed decisions.
Use the Quicken companion apps
Sync Quicken with our web & mobile companion apps and keep all your finances at your fingertips.
Making Quicken a Habit
Do these daily or weekly
To get the most out of Quicken, we recommend checking in on a regular schedule whether that’s every morning over coffee or part of your weekend routine.
- Check your account balances and transactions
- Track and pay upcoming bills
- See what’s left to spend in your budget
- Flag any overdue invoices owed to your business
Consider these monthly or quarterly
Do these monthly or quarterly to stay on track and make tax season easy.
- Reconcile your accounts
- Review estimated-tax payments with your accountant
- Run a net worth report to see how you’re trending
Do these once a year
Fill out your Quicken routine with these annual maintenance reviews.
- Review your budget and adjust as needed
- Run tax schedule reports for your accountant
- Check your recurring bills for places you could save
Featured Articles
Survey Uncovers 3 Key Ways to Improve Your Financial Habits
Read articleQuicken Window Tips
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Read articleMembership Benefits
Dropbox Cloud Storage
Every membership comes with 5GB of free online DropBox storage for backups.
Phone & Chat Support
Free live support, with minimum wait times for Quicken Premier and Home & Business. Quicken also hosts a robust, searchable support site as well as highly active community forums.
New Tools & Features
Always get the latest Quicken tools, features, and security updates as soon as they're available.
*All versions of Quicken allow you to track and view your bills, and all versions support Direct Connect Bill Pay, offered by some banks. (Banks may require fees or other activation steps to use their bill pay services.) However, Quicken Premier and Quicken Home & Business also include Quicken's own bill pay service, Quicken Bill Manager, which is available to customers using any U.S. bank account with no additional bank fees. Checks can be mailed to any US address.
