Quicken 2014 Essential Training
Illustration by Neil Webb

Quicken 2014 Essential Training

with Sally Norred

Video: Touring the Quicken interface

Let's take a few minutes to tour the Quicken 2014 Premier The one step update icon, in the top of the accounts Now let's take a look at what Quicken calls If you haven't set up your categories, bill and income reminders, or You can customize what you see on the home tab by clicking the customize button here.
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  1. 47s
    1. Welcome
  2. 10m 45s
    1. What is Quicken 2014 Premier?
      2m 45s
    2. Defining common Quicken terminology
      2m 58s
    3. Touring the Quicken interface
      5m 2s
  3. 36m 42s
    1. Setting up your Intuit ID
      2m 54s
    2. Using the Account Bar
      2m 46s
    3. Understanding account types
      3m 59s
    4. Adding your first account
      3m 11s
    5. Updating your accounts
      3m 44s
    6. Setting up your Password Vault
      2m 55s
    7. Adding other spending and savings accounts
      5m 15s
    8. Adding investing and retirement accounts
      4m 45s
    9. Adding property and asset accounts
      2m 44s
    10. Adding loan and debt accounts
      4m 29s
  4. 42m 13s
    1. Understanding spending account registers
      4m 59s
    2. Searching, sorting, and filtering transactions
      2m 31s
    3. Downloading transactions for a specific account
      1m 53s
    4. Entering spending transactions manually
      2m 15s
    5. Understanding transaction categories
      2m 42s
    6. Categorizing transactions
      4m 37s
    7. Customizing the Category List
      3m 54s
    8. Recording split transactions
      3m 31s
    9. Transferring funds between accounts
      1m 21s
    10. Saving time with memorized payees and QuickFill
      4m 30s
    11. Reconciling accounts
      4m 8s
    12. Using the Spending tab
      2m 28s
    13. Creating and understanding spending reports
      3m 24s
  5. 20m 8s
    1. Using the Bills tab
      4m 6s
    2. Setting upcoming bill reminders
      5m 11s
    3. Setting upcoming income reminders
      4m 6s
    4. Projecting future account balances
      2m 54s
    5. Using Quicken Bill Pay
      3m 51s
  6. 24m 39s
    1. Using the Planning tab
      2m 34s
    2. Creating a budget
      5m 48s
    3. Creating a debt-reduction plan
      3m 53s
    4. Using the Lifetime Planner
      3m 32s
    5. Using the Tax Center
      3m 29s
    6. Creating savings goals
      5m 23s
  7. 18m 11s
    1. Using the Investing tab
      4m 22s
    2. Viewing your portfolio
      4m 45s
    3. Tracking your portfolio performance
      3m 10s
    4. Monitoring asset allocation
      3m 46s
    5. Creating and understanding investment reports
      2m 8s
  8. 10m 58s
    1. What is the Quicken mobile app?
      2m 51s
    2. Installing the Quicken mobile app
      3m 59s
    3. Quicken mobile app overview
      4m 8s
  9. 33s
    1. Next steps

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Watch the Online Video Course Quicken 2014 Essential Training
2h 44m Appropriate for all Jun 19, 2014

Viewers: in countries Watching now:

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.

Topics include:
  • Touring the interface and setting up an Intuit ID
  • Understanding account types
  • Adding and updating accounts
  • Tracking spending
  • Searching, sorting, and filtering transactions
  • Categorizing transactions and customizing categories
  • Reconciling accounts
  • Creating and understanding spending reports
  • Projecting future balances
  • Using Quicken Online Bill Pay
  • Creating a budget
  • Creating a debt reduction plan and savings goals
  • Using the Lifetime Planner and the Tax Center
  • Tracking investments
  • Viewing your investment portfolio
  • Creating and understanding investment reports
  • Using the Quicken mobile app
Sally Norred

Touring the Quicken interface

Let's take a few minutes to tour the Quicken 2014 Premier interface and learn how to access different tools and features in Quicken. When you open Quicken, you'll see three main areas. The account bar along the left side of the screen. The tab centers, in the middle of the screen. And the menus and toolbar, along the top of the screen. In this example file. We've already added a bunch of accounts and data for demonstration purposes. When you first open Quicken, you'll need to add your accounts and other information.

Let's start here by talking about the account bar on the left. the account bar is a tool you use to view your account balances and access your account registers. It lists all the accounts you've added to Quicken and organizes your accounts by type. It also lists the balance in each account, the total for each account type, and the balance of your overall net worth here at the bottom of the bar. This tool helps you conveniently switch between your accounts. The one step update icon, in the top of the accounts bar, downloads new transactions and the latest online balances for your accounts.

You can add another account by clicking the add an account button in the bottom of the account bar. You can minimize and maximize the account bar by clicking the small arrow in the top left of the bar. Now let's take a look at what Quicken calls the tabbed centers, in the main area of the screen. These tabs across the top of the screen, allow you to access tools and features that are organized around common financial activities. When you first open Quicken, the home tab will be open. By default, this shows a pie chart of your spending by category over the last month. A list of your upcoming bill reminders, and a snapshot of your budget.

If you haven't set up your categories, bill and income reminders, or a budget yet, it will prompt you to do that on this screen. You can customize what you see on the home tab by clicking the customize button here. For example, you may want to put your main spending account register on the Home tab. Note that this is the only tab that allows customization. You can also add another view of the home tab by clicking add view. Or see pop up help on the home tab, by click view guidance. The next tab is the spending tab. Click this tab to see a breakdown of where your money is going. The third tab is the bills tab.

Use this page, to set up scheduled reminders of your upcoming bills and income. The next tab is the planning tab. Use this tab to create budgets, tax plans, savings goals and long term financial plans. Use the investing tab, to track the overall performance of your investment portfolio. If you've added property or debt accounts to Quicken, you'll see the property and debt tab. This tab gives you snapshots of your net worth, property, and debt. The Mobile & Alerts tab is used for setting up the WebX mobile app, for your mobile device, as well as email and text reminder alerts about your accounts.

You can go through tutorials, and see videos for how to use Quicken at the Tips & Tutorials tab. And the bottom the to-do button shows you your reminders, whether you need to do a one-step update, and tells you which transactions to review. The help button at the bottom is actually a link to an online Quicken community question board. I'd recommend skipping this button and starting with the help tool available in the top menu, for any support you need. To find that click Help > Quicken Help. You can search this Quicken Help, or review the contents.

The menus at the top of the screen, are a great way to access the tools and features in Quicken. Most of the commands and the menus, are also available in the tab centers, but sometimes it's just easier to use the menus to quickly find the command. Use the file menu for opening, saving, importing and exporting quicken files. Use the edit menu, for finding text across fields in an account you have open. Use the view menu, for changing the view of the menus, toolbar, registers, fonts, account bar, or tab centers. The tools menu is a handy access point for several of the tools also available in the account bar and tab centers.

For example, you can view the account list, category list, memorized payee list, password vault, or do a one step update from this menu. The reports menu allows you to display reports on your financial information. You can also access, the reports and graphs center from this menu. The help menu is the best place to go to search for basic Quicken support. You can access the getting started guide and the online community. If you like, you can also show the Quicken toolbar, by clicking view>show toolbar. You can add tool buttons that you commonly use to this tool bar by clicking this customize tool on the right.

Take the time to get familiar with the Quicken user interface. Once you know your way around Quicken, you'll be able to navigate your accounts and the different tools and features that Quicken offers.

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