Datasheet

2. Tell Quicken whether you want to use the online setup for your
account or manually set up your account.
I’m going to suggest, because you’re just starting out, that you set up
your account manually. You have plenty of time later on to find out how
online banking works. (Online banking is really cool, though. See
Chapter 6 for more information.) To indicate that you’ll manually set up
your account, select the No button. Note that Quicken may not get into
this online banking stuff if Quicken can tell that your bank doesn’t sup-
port online banking.
3. Tell Quicken the name you want to use for the checking account.
You do so by typing a name in the Name Your Account text box, as
shown in Figure 1-5. By the way, you can be as general or as specific as
you want. But remember, brevity is a virtue; be as concise as you can.
The reason is that Quicken uses your account name to label stuff within
the Quicken window and on Quicken reports. If you use a long account
name, the name may not always fit on reports and screens.
4. Enter the ending bank statement date by referring to your bank
statement.
When Quicken asks for the ending statement date, enter the date of your
last bank statement. Enter the date in MM/DD/YYYY fashion.
Figure 1-5:
The Get
Your Current
Balance
And
Account
Activity
Directly
From Your
Bank
window.
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Chapter 1: Setting Up Shop
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