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Set Up Quicken 2010 and 2011

Set Up Quicken 2010 and 2011. Once the customer sets up Quicken, This is the default screen H e/She will see. Then the Customer needs to click on File->New Quicken File. The customer will now get a small window w hich will ask

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Set Up Quicken 2010 and 2011

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  1. Set Up Quicken 2010 and 2011

  2. Once the customer sets up Quicken, This is the default screen He/She will see

  3. Then the Customer needs to click on File->New Quicken File

  4. The customer will now get a small window which will ask Him/her if it is a new quicken file or A new quicken account, He/She needs to select the new quicken file option.

  5. Now the software will ask the customer to choose a path where He/She would like to have the file saved (In The screen shot, the file is being saved on the desk top)

  6. This is how the Quicken file will look like once saved On the desktop.

  7. We recommend that the customer Always uses a new file for every Year, as it helps to manage the Customers finances better and He/She can avoid Data file corruption.

  8. In order for the customer to set up the account, The customer needs to simply click on Tools -> Add Accounts

  9. Now the customer will get this screen, all he/she Needs to do is select the type of account and Click next

  10. Once the card member click next He/She will get This page, now He/She would needs to type in The name of the bank

  11. Once the Customer puts the name Of the bank, it will ask him for the User ID and Password for the FI, after this Quicken will connect to the FI site and the Customer sees the list of Accounts that He/She has under the ID.

  12. The customer will now see the list of Accounts that they have with the FI, The customer now should select the account that He/She wants to Be download.

  13. The customer will see this screen.

  14. Now the Customer needs to select the Connectivity option that He/She wants

  15. Once the Card Member has set up The accounts, He/She can select the connectivity option that they want. (For this, the potential Web and Direct Connect customer would need to Agree to the PFM agreement on FI website)

  16. And the Customer Is good to go with The set up!

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