I have been using Quicken to track my personal finances for a very long time. For the most part, it’s a fairly intuitive program to use. However, there are times when I need to record a special transaction or do something more complex. The first thing that comes to mind is to read the user manual.
The problem is, Quicken doesn’t ship with a user manual. They include some help features within the program, but sometimes the limited information there just doesn’t cut it. I end up having to search online for my answer and run into many different methods people use to accomplish the task.
That’s why I created these short step-by-step video tutorials on how to use Quicken. These how-to videos feature a narrated, visual walk-through so you can easily follow along and learn everything about the personal finance software.
Keep in mind that my philosophy is to track your finances manually, so all my tutorials guide you through the advanced setup.
I’ll be continually creating more tutorials and adding more videos over time. If there is anything that you’d like to see added, please contact me and let me know.
Getting Started with Quicken
- Initial Setup and How To Add A Primary Checking Account
- How To Add A Savings Account
- How To Add A Credit Card Account
- How To Add A 401(k), 403(b), or 457 Account
- How To Add An IRA or Keogh Account
- How To Add A Brokerage Account
- How To Add A 529 Plan
- How To Add A Mortgage Account
- How To Add A House As An Asset Account
- How To Add An Impound Account