The Complete Guide to Getting Started with Quicken 2017 for Windows
Thank you for choosing Quicken 2017 for Windows!
This guide helps you get started with Quicken 2017 as quickly and as easily as possible. Find out how:
- Set up your Intuit ID
- Set up your first account
- Set your Quicken preferences
- Use the Home tab
- Take a tour of Quicken
- Update your accounts
- Categorize your transactions
- Set up your bills and income reminders
- Create a budget
- Use Quicken on your phone or tablet
Set up your Intuit ID
After installing and launching Quicken 2017, the Sign in page is displayed.
- If you are using Quicken for the first time, set up your Intuit ID and complete your registration to access all Quicken Connected Services. These include downloading your bank transactions, getting investment data, and paying your bills directly from Quicken.
- If you are upgrading to Quicken 2017, or are already using other Intuit products, you may already have an Intuit ID. Simply sign-in with your existing Intuit ID, or use the Forgot tool on this screen to recover your Intuit ID information.
If using for the first time, click Create Account and follow the steps to create your Intuit ID.
Note: You can use this Intuit ID to sign into the Quicken mobile app on your phone or tablet.
Set up your first account
Follow these simple steps and you'll be up-and-running with Quicken in less than 10 minutes!
After successful registration, click Add Account. Alternatively, you can skip this step and add your first account later by clicking the icon on the Home page.
Select the account type you want to add.
Enter or choose the name of your financial institution (if you have more than one, don’t worry—you can add those later) and click Next.
Select your preferred connection method, if applicable. This is how Quicken will connect to your financial institution.
Enter your bank sign-in information. Usually, this is the same login you use for your bank’s website. If you’d like Quicken to remember your login information (so you don’t have to type it in again when you update your accounts) check the Save this password box. If you do choose Save this password, Quicken will create a Password Vault for your account. If you choose to save all of your passwords, they’ll be added to the password-protected Password Vault, so you can update all of your accounts with one click).
If you like, you can add a nickname to your account. If there are accounts you don’t want to add to Quicken, select Ignore instead of Add.
If there are accounts you don’t want to add to Quicken, select Ignore instead of Add.
Click Next and Finish. Quicken adds your accounts and downloads transactions.
Congratulations! You’ve just added your first Quicken account!
Your account register looks like this:
If you want to set up more accounts, click the icon on the Home page, or go to Tools > Add Account. If you don’t, no problem. You can always add more accounts later.
Set your Quicken preferences
Quicken gives you the flexibility to customize how you manage your finances:
Go to Edit > Preferences.
Set up your preferences. You can decide which page you want to see when you open Quicken, you can change the color scheme, and more.
Use the Home Tab
The Home tab is a dashboard where you can track your finances and stay on top of your bills.
Quicken gives you the flexibility to customize the default Main View as well as add more views. Simply click Customize and enter your preferences.
Take a tour of Quicken
Quicken is designed to make your day-to-day tasks as easy as possible. Here's a quick introduction to the tools you'll use most often.
The account bar is a list of all the accounts you've added to Quicken.
A register is a list of transactions added to an account in Quicken.
The menu bar displays all the tabs to access different features in Quicken.
Add Account Adds new accounts in Quicken.
Update Accounts Downloads new transactions.
Manage Accounts (on the left) Opens the Account List, where you can edit your account details and make other changes.
The Actions icon (on the right) Opens a menu of tasks, preferences, and reports related to the account register you're working with.
The Reminder icon Shows reminders for this account in the register. This helps you to see how they affect your account balances.
The icon Opens the Quicken Help in a new window.
The icon (upper right side of the title bar) Shows/hides the toolbar and main tabs.
Click an account name in the account bar to open its register.
Click a transaction in a register to make changes, or click a blank line to manually enter a new transaction.
Click All Transactions to view all the transactions in all accounts in Quicken.
Click the tabs to access tools and features organized around common financial activities.
Click Help to learn more about using Quicken.
On the upper right side of the Quicken register window, search for a transaction.
Update your accounts
Now that you’ve set up an account, you’ll want to keep your transactions up to date. To update your Quicken accounts:
Click the Update Accounts icon. (Or to to Tools > One Step Update).
Enter the account password. If you want Quicken to remember the password, click Manage My Passwords.
Note: If you selected Save this password during account setup, you will only need to enter the password for your Password Vault.
Click Update Now. Quicken downloads all new transactions and updates your account balances.
Categorize your transactions
Categorizing your transactions helps you see where you’re spending your money. The good news is that Quicken does most of this work automatically for you!
Quicken assigns categories to your transactions when it downloads them from your bank. For example, if you used your ATM card at Kroger, Quicken knows that Kroger is a grocery store and it automatically assigns the category Food & Dining:Groceries to the transaction.
In most cases, Quicken can accurately guess the category. In some cases, however, it doesn’t recognize the transaction the first time -- for example, your rent check. Quicken also might assign a category to a transaction that you don’t want -- for example, during that trip to Kroger you may have bought pet food, which you want to track under the category Pets:Pet Food & Supplies instead of Food & Dining:Groceries. Naturally, you’ll want to assign the correct categories to your transactions. Here’s how you can categorize your transactions on the Spending tab.
Click the Spending tab. The Spending tab shows you the transactions from your spending accounts. It also has a pie chart that shows you where your money is going.
Select the transaction that you want to change the category for.
Click the button next to the category you want to change.
Select the category you want from the list. If you don’t see it at first, just start typing its name and Quicken will find it.
If the category you want isn’t in the list, click the New Category button.
Set up your bills and income reminders
Now you have one or two accounts set up in Quicken, and you can download transactions and use categories to see where your money is going, what’s next? Beyond tracking your spending, Quicken actually makes it easier to spend your money. And we mean that in a good way!
If you’re like most people, you have the same bills to pay every month. If you tell Quicken what your bills are, and when you expect income, it can remind you when your bills are due, and project your account balances into the future. This will help you avoid late fees and overdraft charges.
From the Home screen in the Stay On Top of Monthly Bills panel, click Get Started.
Click Add a bill to tell Quicken about your bills.
Enter the required details and click Done. Quicken saves the details and reminds you of this bill whenever it’s due.
Link your bills to the biller website
You can now link your bills in Quicken to the biller websites, so you can get your bills and the exact amount as soon as they’re available!
After adding the bill or income reminder, select Link it now.
Select Link it now again to search for your bill provider, and enter the login information you use on the biller’s website to automatically update your bills in Quicken.
When you’ve finished, the Stay on Top of Monthly Bills section on the Home tab lists your upcoming bills and any income for the selected date range.
Click Options to change the time period displayed.
Bill Reminders in your Register
After you set up your bill (or income) reminders, you can choose to show them in your register, so that you can see what impact your planned spending will have on your account balance. In the account register, click the Bill and Income Reminders tab at the bottom of the register. Click the reminder icon in the first column to act on the reminders: update the amount when you get a bill, enter the reminder when you’re ready to pay, or skip reminders that you’ve already taken care of.
Note: You can change the time period for the reminders to display (next 7 days, next 30 days, etc.).
Create a Budget
If you’ve been following along and setting up Quicken as you work through this guide, you now know where your money is going, and where you stand with your upcoming bills and income. Knowing these critical facts about your finances sets the stage for the next huge benefit of Quicken: keeping your spending in line with your income.
How does Quicken do it? A section on the Home tab makes it easy to see if you’re coming in under your target or if you’re going over your budget.
In the Budget Your Spending panel, click Get Started.
Enter a name for your budget and then OK. Quicken automatically creates a budget for your recurring personal expense categories.
When you’ve finished, the Budget Your Spending section on the Home tab shows you how you’re doing with your overall spending.
Use Quicken on your phone or tablet
The Quicken Mobile Companion app (iPhone®, iPad®, Android™) syncs with your desktop data and makes keeping track of your money easy while you're on the go. You can also receive alerts and notifications to help monitor your account balances, fees, and spending patterns.
Here’s how to get started:
Download the Quicken Mobile Companion app from the iTunes or Android app stores.
Click the Mobile & Alerts tab in Quicken desktop.
Click Get Started.
Select the Checking, Savings, Credit, or Cash accounts you'd like to see on your Quicken mobile app.
When you’ve finished setting things up, syncing is easy. Just check the Sync to Quicken Cloud checkbox when you perform a One Step Update, or click the Sync Now button on the Mobile & Alerts tab. Your Quicken desktop data will appear on all of your synced mobile devices. The transactions or receipts you’ve entered on your mobile device will appear on your desktop file.