- Home
- Basics
Basics
If you're new to Quicken, start with these topics.
Start here
Accounts
- Accounts in Quicken
- Adding accounts
- Configuring account settings
- Downloading transactions
- Editing accounts
- Reconciling accounts
- Hide, separate, close, or delete accounts
- Deleting an account
Registers and Transactions
- Account registers
- Using account registers
- Entering transactions
- Editing transactions
- Register icons
- Adding attachments to transactions
- Splitting transactions (splits)
- Transfers
- Deleting transactions
- Finding transactions
- Export register transactions to CSV (spreadsheet) file
Categories, Tags and Payees
- Categories and tags (overview)
- Adding categories and tags
- Editing categories and tags
- Merge categories by bulk editing transactions
- Assigning categories and tags
- Deleting categories and tags
- Categories and tax reporting
- Managing payees