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To use Quicken you must start by adding your financial accounts. After reviewing these instructions click the Get Started button. You can also add an account any time if you go to the
Account Bar and select
.
You will want to begin by adding any checking and savings accounts you have. From there you may want to add credit cards, investments, and other accounts.
To add an account, follow the on-screen instructions. You will need to:
Identify the account type (such as checking).
Select your financial institution.
Info If you prefer to enter your information manually, select Advanced Setup, then select I want to enter my transactions manually.
Enter your login information.
- Review your account transactions.