Follow these simple instructions and you'll be up-and-running with Quicken in less than 10 minutes. Click the Home tab at the top of the Quicken window. Click Get Started in the See Where Your Money Goes section. Enter or choose the name of your bank. This is the bank where your primary checking account is located. Your primary checking account is the one you deposit your paycheck into and pay your bills out of.
Apr 30, 2015 Quicken 2015 helps you manage all your personal finances in one place, so you can see where you're spending and where you can save. Quicken automatically categorizes your financial transactions, helps you stay on top of bills and set goals so you can save more.
Enter your bank login information. For most people, this is the same login they use for their bank’s website. Click Connect. Quicken begins a conversation with your bank to discover what accounts you have. This can take about a minute to complete.
Set preferences for your Quicken accounts. Skip this step if you don’t see this screen. If you feel like it, give nicknames to your accounts. These names will be used in the Quicken interface and reports. If there are accounts you don’t want to add to Quicken, select Ignore instead of Add.
Quicken creates your accounts and downloads your transactions. If you’ve been following along, you’ve just added your first Quicken account! If you want to set up more accounts, click Add another account. If you don’t, no problem; you can always add more accounts later. Monitoring alerts, data downloads, and feature updates are available through the end of your membership term.
Online services require internet access. Third-party terms and additional fees may apply. Phone support, online features, and other services vary and are subject to change.
14,500+ participating financial institutions as of October 1, 2018. Standard message and data rates may apply for sync, e-mail and text alerts. Visit for details. Quicken App is compatible with iPad, iPhone, iPod Touch, Android phones and tablets. Not all Quicken desktop features are available in the App. The App is a companion app and will work only with Quicken 2015 and above desktop products. Quicken Bill Pay (Bill Payment Services provided by Metavante Payment Services, LLC) is included in Quicken Premier and above and is available on as a separate add-on service in Starter and Deluxe.
15 payments per month included in Premier and above. Purchase entitles you to Quicken for 1 or 2 years (depending upon length of membership purchased), starting at purchase. Full payment is charged to your card immediately. At the end of the membership period, membership will automatically renew every year and you will be charged the then-current price (prices subject to change). You may cancel before renewal date. For full details, consult the Quicken Membership Agreement.
You can manage your subscription at your My Account page. Quicken 2019 for Windows imports data from Quicken for Windows 2010 or newer, Microsoft Money 2008 and 2009 (for Deluxe and higher). Quicken 2019 for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity. 30-day money back guarantee: If you’re not satisfied, return this product to Quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less shipping and handling fees.
See for full details and instructions. Quicken for Mac software and the Quicken App are not designed to function outside the U.S. The VantageScore provided under the offer described here uses a proprietary credit scoring model designed by VantageScore Solutions, LLC. There are numerous other credit scores and models in the marketplace, including different VantageScores. Please keep in mind third parties may use a different credit score when evaluating your creditworthiness. Also, third parties will take into consideration items other than your credit score or information found in your credit file, such as your income.
VantageScore®, Equifax®, Experian® and TransUnion® are registered trademarks of their respective owners. All 2018 and newer versions of Quicken entitle users to 5GB of free Dropbox storage while subscription is in effect. EQUIFAX is a registered trademark of Equifax Inc. The other Equifax marks used herein are trademarks of Equifax Inc. Other product and company names mentioned herein are property of their respective owners. Portfolio tracking included with Quicken Premier and Quicken Home & Business on Windows.
Payment links are only available for Quicken Premier and Home & Business. Illustrations © Adam Simpson. All rights reserved. © 2018 Quicken Inc. All rights reserved. Quicken is a registered trademark of Intuit Inc., used under license.
© 2019 Quicken Inc. All rights reserved. Quicken is a registered trademark of Intuit Inc., used under license.
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