2. Learning Quicken Basics

What You’ll Do

Customize the Toolbar

Create New Quicken Files

Back Up Files

Import and Export Files

Set Up Passwords

Set Quicken Preferences

Set Up an Internet Connection

Set Up Remote Internet Access to Your Accounts

Introduction

There are basic Quicken options and features that you should become familiar with that will cut down on the amount of information you have to manually enter into Quicken and make using it more efficient. For example, there are options that allow you to tell Quicken how you want for it to present some information. You can also import financial information from a previous version of Quicken or from other financial software. In addition, you can ensure that Quicken serves your needs quickly by ...

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