• 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