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Remove the mystery from your finances with Quicken 2014, the one-stop shop for managing your money and charting your financial future. In this course, Sally Norred takes you on a tour of this powerful personal finance tool, showing how to connect with your bank, and integrate your savings, retirement, loan, and credit card accounts to see the big picture of your financial health. Learn how Quicken automatically tracks and categorizes your spending, and then see how to customize this tracking to suit your needs. Walk through setting up bill and income reminders to stay on top of important payment dates and developing a budget that gives you the information you need to make sound financial decisions. Once you understand the basics, discover Quicken's tools for helping you get out of debt as soon as possible and create savings goals for your next big purchase. Last, see how to get the most out of your investments and check out the Quicken mobile app, which allows you to track purchases using photos of receipts taken with your mobile device.
When you've entered accounts from multiple financial institutions into Quicken, you can end up being prompted for multiple passwords. Quicken provides a Password Vault feature that can help make your password management much more convenient and secure. Rather than entering each password individually, the Password Vault feature allows you to manage all your passwords simultaneously with a single vault password. An easy way to setup your Password Vault is to create your vault while you are saving a password in One Step Update, or when you are adding an account. Alternately, you can setup your Password Vault in the Tools menu.
In the Tools menu, click Tools, select Password Vault and select Setup New Password Vault. To setup password vault form One Step Update, click the One Step Update blue circular arrow in the top toolbar or in the account bar. In the One Step Update settings pop up window, type in a password for an account that you need to update. Check the Save check box that appears next to the password you entered. The Set up your Password Vault pop-up will appear. This will prompt you to set up a master password for your Password Vault. Even if you only have one bank account added to your Quicken software, it's handy to set up your Password Vault now, because any future financial institution passwords that you add can easily be saved to your Password Vault.
Create a Password Vault password that's at least six characters in length and reenter the password. Remember, this Password Vault password will protect all of your stored financial institution passwords. Once you've stored your password's in the vault, you'll only have to enter this vault password to update all your accounts in Quicken. Click the Update Now button in the lower right corner to update your accounts ,and click the Close button. The next time you open Quicken and update your accounts, you'll have to unlock your Password Vault.
Enter that master vault password here, and click Update Now. To manage your Password Vault settings, go to the Tools menu along the top of your Quicken window and select Password Vault and Add or Edit Passwords. Click Change Vault Password to change your main vault password. If you need to add, change or delete a password from one of your banks, click on the username for the account you need to revise. Click Add Password, Change Password or Delete Password, depending on which action you need to take. Follow the prompts in the dialog box that appears to Add, Change or Delete the Account password.
And click the Done button on the right to save your changes, or Cancel to cancel any revisions that you've made. The Password Vault feature is really handy. It can make Quicken's one step up date even simpler. If your financial institution requires you to change your password frequently, adding that account to your Password Vault may not be worth the trouble.
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