Appendix B. Quicken Help

Between planning your financial moves and recording them in Quicken, you’re bound to need some help along the way. Unfortunately, finding answers to your questions isn’t always easy. Quicken’s online help is renowned for telling you what you already know, while remaining mysteriously silent on what you don’t.

Quicken Help, which you access within the program, is best when you’re looking for step-by-step procedures. It falls short, though, when you’re trying to learn what Quicken can do and how to apply it to your present financial quandary. The Quicken online forums, accessed via the Internet, are a better source of answers to gnarly problems like how to allocate a refinanced loan to pay off an old mortgage and a plethora of closing costs. As you’ll see in this appendix, there are many ways of finding help—one of which is sure to suit your style.

Tip

A Google search can glean solutions to Quicken problems from a wide variety of Web sites.

Quicken Help

If you tend to flit from topic to topic as you work, Quicken Help keeps quick answers at your fingertips. Choose Help → Quicken Help. On the left side of the Quicken Help window are three tabs, each of which offers a different way of finding information. Each method has its pros and cons:

  • Index. The Index tab is ideal when you’re looking for help on a series of topics. You can scan the index just like ...

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