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Quicken has an in-product guide to get you started using Quicken. If you haven't already see it, or want to return to it, open Quicken and go to View menu and select Show Quicken Setup. You can also review the information below.

We have posted many helpful videos on YouTube as well. You can start with An Overview of Quicken.

You may also find these slide shows useful: 


Key information to get you started

The sections below will help you with setup and understanding key concepts.


Info
titleSetting up your subscription

If you need help setting up or activating your subscription to Quicken, please read the support article Quicken Subscription Membership FAQs.

As a new or returning Quicken user, you will need to set up your accounts. 

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titleAdd your Accounts

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Add an account
Add an account

Next Steps

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titleExplore the Home tabUnderstand Categories

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Using the Home tabcategories
Using the Home tabcategories

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titleReview your transactions

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How do I review and accept my downloaded transactions?
How do I review and accept my downloaded transactions?

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titleCategorize your transactions

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Categorizing a transaction
Categorizing a transaction

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titleExplore the Home tab

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Using the Home tab
Using the Home tab

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titleCreate a budget

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How do I create a budget?
How do I create a budget?

Quicken Videos

Quicken Slide Shows

  • Set up your accounts
  • Spending and categories
  • Manage your bills