Datasheet

Running the Quicken Express Setup
Okay. Here’s the deal. The Quicken Express Setup walks you through a four-
step process that asks for some personal information, 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.)
Sharing the details of your private life
The “collection of personal information” step asks for your name and, if
you’re married, for your spouse’s name. This first step also asks which book-
keeping activities you plan to use Quicken for: personal, small business,
rental property, and so on.
Don’t stress about this stuff. Just answer the questions as best you can. If you
don’t know how to answer some question, don’t worry about it. Go ahead
and skip the question.
Describing your banking
The second, “describe your banking” step asks you to provide information
about your bank account and its current balance. Figure 1-4 shows the
window that collects the first part of this information, but just so you don’t
get confused, here are the precise steps you take:
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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