Datasheet

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 the Next Step button, Quicken displays the next
Quicken Express Setup window, as shown in Figure 1-5.
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 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 radio button. Note that Quicken may not get
into this online banking stuff if Quicken can tell that your bank doesn’t
support 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.
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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