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Thank you for choosing Quicken for Windows! In this guide, you'll find out how to: • • • • • • • • • • • Activate your Quicken membership Purchases from Quicken.com When you purchase a Quicken subscription from Quicken.com, your purchase requires that you create a Quicken ID, or use your existing Quicken ID. This Quicken ID is associated with your subscription membership, so you'll use this ID to activate Quicken. • After you sign in with your Quicken ID, your membership is activated. Purchases from a retailer (not Quicken.com) – a boxed version or download 1.

On your computer, go to: quicken.com/download 2. Install Quicken on your computer and sign in or create your Quicken ID to setup your profile. If you already have Quicken 2018, use the same id to login. When prompted, follow the on-screen instructions to enter your 16-digit activation code. Setup your Quicken Profile Once you've activated your Quicken Membership, you'll update your Quicken profile and click Continue Then, you can select whether or not to sync Quicken data to your Mobile device or to the Quicken web application, by selecting Use Mobile & Web and enter a friendly file name (if you plan on syncing more than one Quicken file to your mobile device, this will help you select the correct files to sync).). If you're not sure if you want to sync to mobile or web right now, you can select Don't use mobile & web, and set up mobile & web sync later.

Set up your first account To add an account simply tell Quicken where you do your banking and investing. Quicken will then connect to your bank, download your transactions, and give you a spending report. Adding an account also gives you the ability to run reports on income, spending, taxes, and investment performance based on the transactions that you download. Click Add Account.

You can also skip this step and add your first account later by clicking the icon on the Home page. • Enter or choose the name of your financial institution (if you have more than one, don't worry—you can add more accounts later) and click Next. If there is more than one way to connect to your financial institution, Quicken will prompt you to select your preferred connection method, if applicable. Direct Connect may be an option if your bank provides it, but fees could apply. Check with your bank to confirm how to set up your account for Direct Connect.

• Enter your bank sign-in information. Usually, this is the same login you use for your bank's website. • If you /d like Quicken to remember your login information (so you don't have to type it in again when you update your accounts) select the Save this password checkbox.

The first time you choose to save a password, Quicken will create a Password Vault, where you can save all of your banking passwords, if you choose. You'll be prompted to create a separate password for your vault. If you choose to save all of your passwords, you can then update all of your accounts with one click.

• Click Connect • If you like, you can add a nickname for your account. If there are accounts you don't want to add to Quicken, select Ignore instead of Add. • Click Next and Finish.

Quicken adds your accounts and downloads transactions. Note: Quicken can only download 30-90 days of transactions, as provided by your bank. If you'd like to download more transactions, contact your bank to determine if this is possible.

You've just added your first Quicken account! Your account register looks like this: If you want to add more accounts, just use the icon on the Home page, or go to Tools > Add Account. If you don't, no problem. You can always add more accounts later Set your Quicken Preferences Take a tour of Quicken Quicken is designed to make your day-to-day tasks as easy as possible. Here's a quick introduction to the components and tools you'll use very often.

Panels The account bar is a list of all the accounts you've added to Quicken. A register is a list of transactions added to an account in Quicken. The menu bar displays all the tabs to access different features in Quicken. Icons Add Account Adds new accounts in Quicken. Update Accounts Downloads new transactions. Manage Accounts (on the left) Opens the Account List, where you can edit your account details and make other changes.