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Whether you are just starting or looking for specific features, this help system is designed to help you effectively use Quicken Classic for Mac.
Learning the basics
Getting started: Begin your journey with Quicken by setting up your accounts and learning the basics.
Learning about accounts: Understand the different account types and how they work.
Setting up accounts: Add accounts to Quicken to start tracking your finances.
Configure account settings: Customize settings to tailor your accounts to your needs.
Hidden accounts after update: Learn how to manage hidden accounts after updates.
Managing accounts
Editing accounts: Modify account details to keep your records accurate.
Deleting an account: Remove accounts you no longer need.
Hide, separate, close, or delete accounts: Manage your accounts with options to hide, separate, or delete them.
Adding a lending loan account: Track your loans with specialized lending loan accounts.
Tracking transactions
Downloading transactions: Import transactions from your bank to Quicken.
Finding transactions: Quickly locate specific transactions using search tools.
Entering transactions: Manually input transactions for complete records.
Editing transactions: Update details for existing transactions.
Transferring money between accounts: Record fund transfers between your accounts.
Deleting transactions: Remove unwanted or duplicate transactions.
Adding QuickFill rules: Automate transaction entry for consistent tracking.
Adding renaming rules: Standardize transaction names for better organization.
Split transactions: Allocate expenses to multiple categories in a single transaction.
Setting auto-adjust for eBill splits: Simplify bill management with automated splits.
Add an attachment to a transaction: Attach files or notes to your transactions.
Organizing with categories and tags
Learning about categories and tags: Discover how to use categories and tags to organize your transactions.
Adding categories or tags: Create new categories or tags for better classification.
Delete categories and tags: Remove unused categories and tags.
Assign categories and tags to uncategorized transactions: Organize uncategorized transactions quickly.
Edit categories and tags: Modify existing categories and tags for consistency.
Exploring Quicken’s interface
Learning about the Quicken window: Familiarize yourself with Quicken’s layout and features.
Open anything in a new window: Work more efficiently by opening tasks in new windows.
Navigating the Quicken Home Dashboard: Get a comprehensive overview of your finances.
Resizing the Sidebar: Adjust the sidebar to fit your preferences.
The Quicken sidebar: Understand the functions of the sidebar and how to use it.
Customizing your experience
Keyboard Shortcuts: Speed up tasks with essential shortcuts.
Sidebar settings: Adjust sidebar options to match your workflow.
Register settings: Configure register views for better transaction management.
Messages & Offers settings: Manage how you receive updates and offers.
Connected Services settings: Adjust settings for connected services like banks.
Mobile, Web, & Alerts settings: Manage notifications and syncing with mobile or web apps.
Security settings: Protect your data with advanced security options.
Budgets settings: Fine-tune budget tools to meet your financial goals.
General settings: Customize general preferences for a smoother experience.
Working with registers
Using registers: Keep track of all your transactions in one place.
List of Register Columns: Explore available columns for more detailed tracking.
Status icons in your Quicken account register: Learn the meaning of icons in your register.
Exporting register transactions to a CSV (spreadsheet) file: Export transaction data for analysis or sharing.