Quicken Window Tips

Quicken is a powerful personal finance tool with a wealth of features. There are so many features that it is easy to miss many of the things you can do. To help you find new ways to use and improve your Quicken experience, we’ve assembled a number of tips. You’ll find tips here for both beginners and power users. The more you know, the better your Quicken experience will be. You can recategorize... Continue reading
Quicken Mac Tips

Quicken Mac Tips

Quicken is a powerful personal finance tool with a wealth of features. There are so many features that it is easy to miss many of the things you can do. To help you find new ways to use and improve your Quicken experience, we’ve assembled a number of tips. You’ll find tips here for both beginners and power users. The more you know, the better your Quicken experience will be. Did you know Quicken... Continue reading

How do I assign tax form line items to a category?

Did you know that you can assign tax form line items to specific categories? This can help you easily track expenses with tax implications. Be aware though, that once you assign a tax line item to a category, all expenses in that category will be counted toward that line item. Quicken makes tax information available in calculation tools and tax reports to help you prepare your taxes. How do I... Continue reading

Quicken Product Highlights March 2021

Using Quicken Reports at Tax Time (Windows Product Highlight) When tax time comes, it’s great to have Quicken as a resource. If you have been diligently tracking your income and expenses over the past year, Quicken’s reports will help you get the information you need to complete your taxes. It is important to review your transactions for the year before you run reports. This ensures that you have... Continue reading

How Do I Combine My Quicken Finances With a Spouse or Partner?

There are some added complexities that come with tracking two or more people’s finances. Most commonly, people associate combining financial tracking with marriage, but there are many circumstances that may require tracking multiple people’s accounts and spending. You may be tracking finances for yourself and a spouse, partner, parent, child, or someone in your care. The key to tracking more than... Continue reading

Quicken Product Highlights February 2021

Windows Product Highlight - Savings Goals This month, the Quicken team would like to show you our Savings Goals feature. When most people use the Planning tab in Quicken, they concentrate on the Budgets section. Another valuable tool on that tab is the Savings Goals section. If you haven't created a Savings Goal yet, you’ll see a blue Get Started button. Select Get Started to bring up the... Continue reading

Quicken Product Highlights January 2021

This month we would like to highlight our bill tracking tools. Our bill tracking tools give you the opportunity to view all of your paid and upcoming bills in a single place. You should treat bill tracking as a “To Do” list, letting you know what needs to be paid and when. Tracking your bills also helps you use the projected balances and cash flow features in Quicken. The projected balance... Continue reading

Quicken Product Highlights December 2020

Our Quicken team has been busy improving the look and feel of our products. This month, we present the new Add Account process in Quicken for Windows, and updates to the look and feel of Quicken for Mac to take advantage of the new Big Sur release by Apple. Sweet sassy molassy have we got some cool things to show you this month! Do you know those super ugly Add Account windows we’ve been forcing... Continue reading

Quicken Product Highlights November 2020

One of the main reasons Quicken software wins awards is how much you can customize it to meet your needs. You can change your entire category structure however you like. You can create naming rules for your favorite stores so you’re not stuck with the strange transaction names that come from the bank. You can invent your own tags to track your finances in brand new ways. And you can endlessly... Continue reading

Creating a Budget (Mac)

One of the most useful Quicken for the Mac features is the ability to create a budget. A budget is, essentially, a plan for your money. Having a budget allows you to designate the amounts you plan to spend in individual categories from food, to utilities, rent, entertainment, and so on. You can then track your spending to see if you stayed within budget for each category and either adjust your... Continue reading

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