Learning Center
Basics
Learning about the Quicken window
The Quicken sidebar
Resizing the Sidebar
Open anything in a new window
Learning about accounts
Setting up accounts
Editing accounts
Configure account settings
Downloading transactions
Deleting an account
Hide, separate, close or delete accounts
Hidden accounts after update
Learning about registers
Using registers
Entering transactions
Editing transactions
Status icons in your Quicken account register
Add an attachment to a transaction
Split transactions
Transferring money between accounts
Deleting transactions
Finding transactions
Exporting register transactions to a CSV (spreadsheet) file
Adding QuickFill rules
Adding renaming rules
Learning about categories and tags
Adding categories or tags
Delete categories and tags
Assign categories and tags to uncategorized transactions
Edit categories and tags
Learning about data files
Opening data files
Deleting data files
Renaming data files
Backing up data files
Using more than one data file
Adding a data file password
Changing or removing a data file password
Banking
Learning about cash accounts
Setting up cash accounts
Entering cash transactions
Learning about checks
Learning about credit cards
Entering credit card transactions
Manage your loans
FAQs for managing loans
Learning about asset or liability accounts
Setting up asset and liability accounts
Entering asset or liability transactions
Writing and printing checks
Bills & Income
Bills & Income Overview
Bill Reminders
Income
Activity
New bills
Payees
Managing payees
Add new Online Payees
Update existing Online Payees
Projected balances
Create new scheduled transactions
Match your transactions
Bill history
Edit an existing scheduled transaction in the register
Bill Payment
Adding online bill pay transactions
Learn about Quick Pay
Make a Quick Pay payment
Add or Edit Quick Pay Payment Account
Quick Pay Payment Status
Track Quick Pay payment
Learn about Check Pay
Make a Check Pay payment
Add or Edit Check Pay Payment Account
Track Check Pay payment
Learn about Bank Bill Pay
Set up Bank Bill Pay
Setting your payment alert settings
Budgets
About Quicken budgets
Create a budget
Budget view
Editing your budget
Budget view graphs and preferences
Create more than one budget
Adding or removing categories or accounts from your budget
Delete a budget
Duplicate a budget
Printing Budgets
Export or copy a budget
Rename a budget
Calendar
Your financial calendar
View/edit your Calendar transactions
View daily investment changes
View your current and scheduled transactions
View your daily and projected cash balances
Create your custom calendar
Customize your calendar view
Examples of customizing your calendar
Common
Getting started
Contact Support
More Quicken Information
Keyboard Shortcuts
Upgrade your Quicken software
Converting your data
After you have converted your data
Banktivity import issues - please review
If your balance is incorrect
Moneydance import issues - please review
Set up transaction download
Things to do before converting your data
What data gets carried over
Investing
About Simple Tracking
Adding a short sell
Adding a stock split
Adding dividend income
Adding expenses
Adding income
Adding interest income
Adding long-term capital gain
Adding miscellaneous expenses
Adding miscellaneous income
Adding Payment/Deposit
Adding reinvestments
Adding return of capital
Adding shares
Adding short-term capital gain
Adding stock dividend
Adding transactions to resolve out-of-balance securities
Buying bonds
Buying securities
Buying to cover
Creating investment reports
Creating securities
Deleting securities
Importing securities
Investing portfolio tab
Learning about investing in Quicken
Learning about the transactions view
Merging securities
Paying margin interest
Portfolio time machine (as of date)
Reinvesting long-term capital gain
Reinvesting short-term capital gain
Removing Shares
Resolving missing cost basis (placeholders)
Selling securities
Setting up investment accounts
To record a dividend reinvestment
To record an interest reinvestment
Updating share prices
Viewing security quotes and market value graphs
Viewing your holdings
Loans
Adding a loan
Adding loan terms
Converting a loan
Dashboard screens
Deleting a loan
Learning about the loan feature
Loan settings
Membership
Where to download your copy of Quicken
How to extend, upgrade, or downgrade, your Quicken membership
What to do if you lose the activation code
How to cancel membership auto-renewal
How to cancel your Quicken membership
Where to find your membership expiration date
Quicken Mobile, Web Sync, and Alerts
Access Quicken Mobile or Web
Mobile & Web settings
Prerequisites to Using Quicken Mobile or Web
Reset Connected Services
Set Up Alerts
Sync your accounts to Mobile & Web
Troubleshooting Quicken Mobile, Web Sync, and Alerts
Quicken ID
Quicken ID FAQs
Your Quicken ID
Change the password for your Quicken ID
Change your Quicken ID and the associated email address
Multi-factor authentication or “Secure Login”
Quicken ID, data file, and Mobile and Web Sync
Reconcile an account
Editing the opening balance
Troubleshooting and adjusting account
Using auto-reconcile
Using reconcile
Using Reconciliation History to fix a previous reconciliation
Reporting
Create and Customize Reports
Deleting reports
Export or copy a report
Finding and viewing reports
Getting more detail
Learning about reports
Printing reports
Saving reports
Working with the Tax Schedule report
Taxes
Assign tax line items to categories
Exporting data to tax software
Learning about taxes