Datasheet

Running the Quicken New User Setup
Okay. Here’s the deal. The Quicken New User Setup walks you through a
three-step process that asks about your banking, about your income, and
about your regular bills. (You walk through the steps by clicking the Next
Step button in the lower-right corner of the window.)
Describing your banking
The “describe your banking” step asks you to provide information about your
bank account and its current balance. Figure 1-4 shows the window that col-
lects the first part of this information, but just so you don’t get confused,
here are the precise steps you take:
1. Identify the financial institution — usually a bank — by typing your
institution’s name into the text box provided.
As you type, Quicken displays a list of financial institutions that match
what you’ve typed so far. The more you type, the shorter the list of pos-
sible matching institutions. If you see your bank or whatever listed,
select it. When you click Next, Quicken displays the next Quicken New
User Setup window, as shown in Figure 1-5.
Figure 1-4:
The Set
Up Your
Primary
Checking
Account
window.
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Part I: Zen, Quicken, and the Big Picture
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