Installing Quicken and Meeting Its Features
In This Chapter:
• Exploring the Quicken window
• Understanding online financial services
• Meeting the One Intuit Password
• Understanding the Password Vault
If you’re brand new to Quicken Personal Finance Software, get your relationship with Quicken off to a good start by properly installing it and learning a little more about how you can interact with it. Although the information provided in this section is especially useful to new Quicken users, some of it also applies to users who are upgrading. You’ll learn about data files, accounts, and some of the many other features included in this software.
What Is Quicken?
On its face, Quicken is a computerized checkbook. It enables you to balance your accounts and organize, manage, and generate reports for your finances. However, as you explore Quicken, you’ll learn that it’s much more. It’s a complete personal finance software package—a tool for taking control of your finances. Quicken makes it easy to know what you have, how you are doing financially, and what you could do to strengthen your financial situation.
Exploring Quicken’s Uses
While many use Quicken only to manage their bank and credit card accounts, Quicken can help you manage investment accounts as well as help you organize other data, such as the purchase price of your possessions and the outstanding balances on your loans. It can even store a copy of the warranty that came with your purchases. With Quicken’s online features, much of your data entry can be automated. Online banking enables you to keep track of bank account transactions and balances, and to pay bills without writing checks or sticking on stamps.
With all financial information stored in Quicken’s data file, you can generate net worth reports to see where you stand today. You can also use a variety of financial planners to make financial decisions for the future. Quicken’s tax features, including export into TurboTax and the Deduction Finder, can make tax time easier on you and your bank accounts.
Quicken Editions
Intuit offers several editions of Quicken 2015 for Windows for managing personal finances: Starter, Deluxe, and Premier. The features in each edition are shown in Table 1-1.
Table 1-1 • Quicken Edition Features
This book covers Quicken Deluxe and Premier Editions. Although much of its information also applies to Quicken Starter, this book covers many features that are not included in the Starter edition and a handful not included in the Deluxe edition. If you’re a Quicken Starter or Deluxe user, consider upgrading to Quicken Premier so you can take advantage of the powerful features it has to offer.
One more thing—Intuit also offers two additional Quicken editions. If you’re a small-business owner, Quicken Home & Business can handle your personal and basic business financial needs, including the business expenses you need to track for your tax return’s Schedule C. If you manage one or more rental properties, Quicken Rental Property Manager can handle transactions and other information for tenants, rental income, and related expenses that you need to track for your tax return’s Schedule E. As you can see, Intuit has you covered with a Quicken product for all facets of your financial life.
There is also a Quicken Checkbook Edition, which is even more basic than Quicken Starter Edition. It does not include “Use online services,” although for a small fee, you can add that capability.
System Requirements
Quicken 2015 is designed to work with Windows 7 and 8 and both 32- and 64-bit machines. You’ll need at least 1 gigabyte (GB) of random access memory (RAM) and a minimum of 450 megabytes (MB) of free space on your hard drive. Your monitor should have a minimum resolution of 1024x768. If you are installing from a CD, you’ll need a CD/DVD drive. You need Internet access for working online and receiving program updates. You also need a printer for printing reports and graphs.
Getting Started
Ready to get started? This section explains how to install, register, and begin using Quicken 2015.
Installing Quicken
Quicken uses a standard Windows setup program that should be familiar to you if you’ve installed other Windows programs. Insert the Quicken 2015 CD into your CD or DVD drive or, if you have downloaded the program, double-click on the download. A dialog should appear, asking if you want to install the program to your hard drive. If so, click Yes to start the Quicken installer. If you have downloaded your program, simply locate the downloaded installation file and double-click to open it. Whether you have downloaded or are installing from a CD, you will first see a message asking if you want to allow the following program to make changes to this computer. Click Yes to start the process.
The InstallShield Wizard appears. The installer displays a series of steps Quicken will take to install your new program. Click Let’s Go to get started. The License agreement appears. Select the I Agree To The Terms Of The License Agreement And Acknowledge Receipt Of The Quicken Privacy Statement option, and click Next to continue. (Unless you select this option, you will not be able to click Next nor install the software.)
Take the time to click the Quicken Privacy Statement link to open and read this important document in a web browser window. Close the browser window when you’re finished to return to the installer. You may clear the anonymous usage message check box if you choose. This option allows Quicken to collect information about how you use the program so that Intuit can make the program even more user-friendly. Click Next in the Install Wizard window.
In the Ready To Install The Program screen, the installer displays a summary of what it will do. If this is a first-time Quicken installation, it will install Quicken 2015 along with any updates to the program. However, if you’re upgrading from a previous year’s version, the installer will begin by uninstalling whatever version is currently installed, as shown here. (Only one version of Quicken can be installed on your computer at a time.) Only the Quicken program files will be deleted; your data files will remain intact so you can use them with Quicken 2015.
If you want Quicken to be installed in other than the default location, (C:Program FilesQuicken), click the optional Select Your Installation Location link located at the lower left of the dialog. To keep the recommended default location, just click Install. Wait while the installer uninstalls the previous version of Quicken (if necessary), installs the Quicken 2015 program files, and downloads any updates to your hard disk.
For upgraders, the data file you most recently used in a previous version is converted to the Quicken 2015 format with a copy of the previous version’s data file placed in a folder called QxxFiles, where xx shows the version year.
When Quicken is installed, you see a congratulatory message that the installation is complete. By default, this is set to start Quicken as soon as you click the Done button. Should you want to start Quicken later, clear the Launch Quicken And Complete Registration check box. The check box is under the heading “Start Using Quicken Now.” Either way, click Done.
From the Welcome to Quicken 2015 screen click either the I’m New or the I’m Upgrading button to continue.
If you downloaded Quicken 2015, most users strongly recommend saving a copy of your downloaded program onto an external device, such as a CD or external hard drive, just in case your internal hard drive has any problems in the future.
Keep a copy of your e-mail verification of purchase in the same location. It’s much easier for Intuit to verify your information in case of any issues when you can provide purchase information and verification. Use Quicken’s Attachment feature to keep all of your purchase information right in Quicken. See Chapter 5 to learn how to attach data to your Quicken transactions.
Installing Quicken as a New User
When you select the I’m New button the Quicken 2015 Setup screen appears as seen in Figure 1-1. This information becomes your Intuit ID which allows you to download information from your financial institution, access your Quicken data on your mobile devices, pay your bills online from within Quicken, and receive email and text alerts from Intuit. To learn more about this Intuit ID, see “Meeting the One Intuit Password,” later in this chapter.
Figure 1-1 Your first task is creating your Intuit ID.
After you have completed your Intuit ID information, click Next to continue. If you are installing Quicken for the first time, you are required to register with your name and other information as seen in Figure 1-2. You must complete the fields marked with an asterisk, however, the others are optional. Complete the registration and click Next.
Figure 1-2 Quicken requires that you register your new Quicken program.
If you have used Quicken before on this computer, you are prompted to enter your Zip code, as shown next. Press Next to continue.
The next setup screen appears, from which you can enter a decision about using Quicken’s mobile features. Should you choose not to use mobile access at this time (our choice here), you can access this feature later, as explained in Chapter 3. After you have made your choice, click Next to continue.
You are told your registration is successful as shown in Figure 1-3. Information about your Intuit ID displays and you are prompted to add your accounts. Click Add Account to continue.
Figure 1-3 • Once you have completed your Intuit registration, the next step is entering your accounts.
The numbering on the Quicken screens is not consistent, depending on the options you choose throughout the registration process.
If you try to close the registration screen, you will receive an error message as shown here. Quicken requires that you press the Add Account button to continue.
However, once the next dialog appears, you can press the Cancel button at the bottom right of the Add Account dialog, as seen in this illustration. This closes the Add Account window and takes you to the opening Quicken window seen in Figure 1-4.
Figure 1-4 • The Home Tab’s Main View starts with helping you to see where your money goes.
The Add Account dialog appears, prompting you to enter your first Quicken account. See “Creating Your First Account,” later in this chapter.
If you click Cancel, Quicken opens to the Main View screen of the Home tab in a newly created data file called yourname’s Quicken Data. This file is in your Documents folder in a Quicken subfolder. The opening screen includes information and buttons that help you finish setting up your Quicken data file as seen in Figure 1-4. Chapter 6 offers detailed information on working with the Home Tab.
Upgrading to Quicken 2015
When you update Quicken on a computer with an earlier version of Quicken, the installation process converts your previous data for use with Quicken 2015. This process converts the data file named in the dialog to the Quicken 2015 format and saves the original file in C:UsersyournameDocumentsQuickenQxxFiles. The path for the saved copy of the original file varies depending on the previous version from which you are upgrading. Remember, only one version of Quicken can be installed on your computer at a time and only the Quicken program files will be deleted. Your data files will remain intact so you can use them with Quicken 2015.
Existing User Startup on a New Computer
If you have installed Quicken 2015 on a computer without earlier versions of Quicken, and choose the I’m Upgrading option, Quicken asks for the location of your data so that you can import it to the new computer. Your earlier file can be restored from another computer on a home (or business) network, an external hard drive, DVD, CD, or Quicken’s online backup. This process converts the data file named in the dialog to the Quicken 2015 format and saves the original file in C:Users yournameDocumentsQuickenQxxFiles. The path for the saved copy of the original file may vary depending on the previous version from which you are upgrading.
Starting Quicken
You can start Quicken in several different ways. Here are some of the most common methods:
• Opening Quicken with the Desktop Shortcut or Windows 8 Tile The Quicken installer places a Quicken 2015 shortcut icon on the desktop of your Windows 7. Double-click this shortcut to open Quicken. In Windows 8, a tile appears with the other installed programs. Click the tile once to open Quicken.
• Open Quicken from the Task Bar In Windows 7 use the Start button on the Windows task bar to start Quicken and other Quicken components. Choose Start | All Programs | Quicken 2015 | Quicken 2015 to start Quicken.
Creating Your First Account
To begin using Quicken, you must tell the program what bank and credit cards you wish to track. During this process, Quicken will go online to download an up-to-date list of participating financial institutions.
The Add Account dialog box appears immediately after you have completed the registration process. Select the type of account you want to add, which in most cases will be a checking account. Choose the name of your bank from the displayed list, or type its name in the Enter The Name Of Your Bank field. If your bank’s name does not appear on this first group of names, when you type the first letters of your bank’s name, a new list appears with a list of those institutions that begin with the letters you typed.
If you are not sure of your typing, select the Show Characters check box to show what you are entering in the password field.
See the Advanced Setup link at the bottom of the window. Use this if you do not want to download your information or if your bank offers more than one type of downloading service.
Click Next to continue. Depending on your financial institution, you may see a dialog displaying connection services available for that financial institution. If so, make your choice and click Next. In the dialog that appears, as seen in Figure 1-5, Quicken prompts you to enter your user name and password as provided by your bank. (Should you want to save this password in the Quicken Password Vault, click Save This Password. See “Setting Up the Password Vault for Upgraders” later in this chapter for more information.) Click Connect to continue.
Figure 1-5 • Use the ID and password provided by your financial institution to add your checking account.
As you enter your user ID and password, Quicken will warn you if your CAPS LOCK key is on.
The Quicken Update Status message appears as Quicken connects to your financial institution. (If there are additional passwords or security phrases required by your bank, you are prompted to enter them. Do so and click OK or Next, depending on the prompt.) You may be prompted to enter your Intuit ID.
If you have more than one account that uses the user ID and password you entered, all of the accounts may be downloaded. If you have not yet set up any accounts in Quicken, each account will be called by the account name shown on your bank’s records, as seen next. Each financial institution uses their naming method. For example, Bank of America uses the account type plus the full account number as the account name.
You may change the name to something more descriptive if you choose. If you have already entered some accounts, Quicken prompts you to add, link, or ignore each of the downloaded accounts. After changing the account name(s) and selecting Add/Link/Ignore, click Next.
If you have not set up any accounts before, Quicken will not offer to Add/Link/Ignore the account(s) you are creating, nor will you be able to change the account names during the creation process. You go directly to the Accounts Added List. You can still change the account names once the account creation process has completed.
If you want to sync your accounts for mobile access, select the Sync To Quicken Cloud for Mobile & Alerts checkbox(es) in the Accounts Added List. See more about mobile access in Chapter 3.
After the download is complete, your account (or accounts if you have more than one at that bank) shows on an Accounts Added list. Click Finish to return to the Home tab’s Main View. Each downloaded account appears in the Account Bar, with the nickname you entered. You may change the account names if you choose. See “Working with the Account List Window” in Chapter 4 for more information.
The transactions that have been downloaded appear in the Downloaded Transactions list in each account register. You will notice a small blue dot by each transaction in the first column of the register. Positioning your mouse over the word “New” shows an explanation of that transaction as recorded by your financial institution. You may choose to mark that you have reviewed each transaction separately or mark all transactions as having been reviewed.
Setting Up Other Banking Accounts
After you have created your primary checking account, you can add more accounts right away by selecting the Add Another Account button. You can create additional new accounts with the Add An Account button that appears at the bottom of your Account Bar. No matter what type of account you create, Quicken steps you through the creation process, prompting you to enter information about the account, such as its name and balance. See Chapter 4 to learn how to use the Add Account dialog to set up additional accounts.
The Quicken Interface
Quicken’s interface is designed to be intuitive and easy to use. If you are starting Quicken from scratch, after you have installed and created your Intuit ID, Quicken opens to the Quicken Home page shown in Figure 1-4. This interface puts the information and tools you need to manage your finances right within mouse pointer reach. You never have to dig through multiple dialogs and menus to get to the commands you need most. You’ll see more about using this Home page later in this chapter.
Exploring the Quicken Window
This section tells you about the components of the Quicken interface and explains how each feature can help you manage your financial life. The main Quicken window gives you access to most of Quicken’s features and your financial information. We’ll look at each section separately.
Account Bar
The Account Bar lists each of your Quicken accounts on the left side of the main Quicken window, as shown here. At the top of the Account Bar is a link to the All Transactions register, which shows the transactions for all of your accounts (with the exception of your Investing accounts) in one register. However, it does show transactions from linked investment cash accounts.
If you can’t see all of the accounts in the Account Bar, use the scroll bar on the right side of the Account Bar to scroll through its contents. You can also click the downward or right-pointing arrow next to a section heading on the Account Bar to hide or display, respectively, the list of accounts beneath it.
By default, account balances, rounded to the nearest dollar, appear in the Account Bar; however, you can right-click anywhere in the Account Bar to open a context menu. Choose Show Amounts to display the amounts, and clear the check mark to hide amounts from view. (Hiding amounts makes the Account Bar narrower so more information appears in the window to the right.) This contextual menu offers additional options for the display of the Account Bar, such as displaying cents in the amounts. You can also change the width of the Account Bar by dragging its right border.
The Show Amounts box is a toggle. If the check box is on, clicking will turn the check box off. If the check box is off, clicking will turn it on.
The account names in the Account Bar are links to that account’s register. You can customize the Account Bar to move accounts from one section to another or to hide an account’s name from the Account Bar as discussed in Chapter 2.
Tabs
Tabs, as shown in the following illustration, help you navigate through Quicken. Some tabs, such as the Spending and Investing tabs, provide information about your financial status, as well as links and buttons for accessing Quicken features. Other tabs have views, such as the Main View of the Home tab, that enable you to view and customize Quicken settings for your financial situation. Use the Tabs To Show option from View in the Quicken menu to specify which tabs to display or hide from view. Some additional tabs are available only in the Home & Business or Rental Property Manager editions of Quicken. Learn about the tabs in Chapter 2.
Many Quicken users choose to display all of the tabs until they find which features they use the most. For example, the Budgeting feature of Quicken is included in the Planning tab. Consider exploring the features available in each of the Quicken tabs before you decide to turn off its display.
Understanding Online Financial Services
If you’re interested in keeping track of your finances with the least amount of data entry, you should be considering Quicken’s online features such as Transaction Download and Online Payment. However, you can’t use them until you’ve set up an account with a participating financial institution and applied for the online account services you want to use. Learn more about online financial services in Chapter 6.
Accounts
To track your finances with Quicken, you must create at least one account. While many of your expenditures may come from your checking account, you probably have more than one account that Quicken can track for you. By setting up all of your accounts in Quicken, you can keep track of balances and activity to get a complete picture of your financial situation. You don’t have to add all of your accounts at once. You can start by tracking just the one or two accounts that you use most frequently and add accounts later. When you first open Quicken, you get started by entering your primary bank account.
In Quicken, a data file holds all of the information about all of your Quicken accounts. Quicken accounts can be checking, savings, credit card, investing, property, and debt accounts. When would you want more than one data file? For example, you may need two data files if you use Quicken to organize both your own finances as well as the finances of a community group for which you are serving as treasurer. Each of these data files would have its own separate set of bank, credit, and asset accounts.
Using One Step Update and the Password Vault
Many of Quicken’s online features use One Step Update to update information and download transactions from your financial institutions. However, that’s not all One Step Update can do. This feature makes it possible to handle many of your connection chores at once. When used in conjunction with the Password Vault feature, you can click a few buttons, enter a single password, and take a break while Quicken updates portfolio and account information for you. You can even schedule updates to occur automatically when Quicken isn’t running.
The idea behind One Step Update is to use one command to handle multiple online activities. This eliminates the need to use update commands in a variety of locations throughout Quicken. One command does it all.
Setting Up One Step Update
Choose Tools | One Step Update or click the Update button (the blue right-curling arrow) in the Account Bar. A dialog appears asking for your Intuit Password, as shown right. Note the three buttons at the bottom of the dialog box. Until you have entered your Intuit ID password, the first two buttons do not function. Should you click Skip, the Intuit Sign In dialog appears as seen here.
The default is to make your Intuit ID password the password for the Password Vault. Many Quicken users create their own password for the Password Vault.
The Intuit ID asks if you want to save your Intuit ID and Intuit ID Password to the Password Vault. See “Meeting the One Intuit Password” and “Understanding the Password Vault” later in this chapter for more information. For this time, clear that check box, and click the Sign In button. Your only other option at this location is the Cancel button, which returns you to the screen where you began.
The dialogs requesting your Intuit ID password may appear each time you perform a One Step Update. See “Meeting the One Intuit Password” later in this chapter for more information.
The One Step Update Settings dialog appears as seen in the next illustration:
• Download Transactions and Balances Listed in this area are the financial institutions with accounts for which you have enabled online access. These accounts can be both banking and investment accounts.
• Online Services You see this section if you have set up any online services. In it, you tell Quicken which items you want to update.
If you do not use the Password Vault, enter the password for each account. If you want Quicken to save this password, click the Save check box to set up the Password Vault. Click the Update Now button. You will see a One Step Update Progress dialog and, when the update is finished, the One Step Update Summary dialog appears, as seen next.
If you use your Outlook calendar to “remind” you, make sure to run a One Step Update each time you make changes in the Bill And Reminders dialog. Otherwise, the changes you made in Quicken are not updated in Outlook. Conversely, if you make changes in Outlook, remember to make the same change in Quicken. One Step Update works from Quicken to Outlook, not from Outlook to Quicken.
Small green circles appear to the left of each successfully updated financial institution. You can click the link showing the number of accounts updated to get a pop-up showing the accounts. You can then click the account shown in the pop-up to open that account’s register or click the Close button at the bottom of the window to dismiss the One Step Update Summary.
The One Step Update Summary dialog does not appear if you have previously told Quicken to display the summary only when there is an error.
Scheduling Updates
You can schedule updates to occur when you’re not using Quicken. Then, when you start Quicken, your data file is already updated with information from your financial institutions, and, if you’ve disabled automatic acceptance of downloaded transactions, ready to review and accept into your account registers. Your Investing.Quicken.com information can also be automatically updated based on information in your Quicken data file. To set up a schedule, choose Tools | Schedule Updates. The Schedule Updates dialog appears, as shown next. You can set options in each area of the dialog. When you have finished, click OK.
If you have unlinked your accounts to your Quicken Cloud, you will not see the Sync Quicken Cloud check box.
These are each of the options.
• Update These Financial Institutions The update area lists all of the items in the One Step Update dialog discussed earlier in this chapter. Click to toggle check marks beside each item you want to include in the schedule.
• Schedule The Schedule area determines when the updates will occur. Select the check boxes for each day of the week you want the updates to occur, and then choose a time from the At drop-down list. Since your computer must be running for the updates to take place, set options for when you know your computer will be turned on. Updates will not occur, however, if Quicken is running; this ensures that the automated feature does not interrupt your work with Quicken.
• Passwords Security options enable you to indicate when your computer should prompt you for the Password Vault password. (The Password Vault feature must be set up and used in conjunction with scheduled updates.) You have two options:
• At Windows Startup Choosing this option displays the Password Vault Password dialog when you start Windows.
• Before Each Scheduled Update This option displays the Password Vault Password dialog just before each update.
• Update Online Services Choose the items you want to update.
Using the Schedule
Using the schedule is easy.
1. Exit Quicken, since a scheduled update will not occur when Quicken is running.
2. When you are prompted for the Password Vault password (which happens just before the update), enter the password. (If you have told Quicken to prompt you for the Password Vault password at Windows Startup, your Password Vault password will already have been entered.)
3. Click Update. Quicken does the rest.
Changing the Schedule
To change the schedule, choose Tools | Schedule Updates to display the Schedule Updates dialog. Make changes in the dialog as desired to modify settings. To cancel scheduled updates, clear the check boxes beside each day of the week. When you’re finished making changes, click OK.
Do take the time to read the link about Quicken’s security features that is available in the Schedule Updates dialog.
Meeting the One Intuit Password
A new feature in Quicken 2015 is the One Intuit Password. This feature utilizes the Intuit ID Password in your Quicken Data File, the Password Vault, and when syncing accounts using your mobile device. The idea is that you will need to use only one password for all of your Quicken tasks, therefore the One Intuit Password.
This feature comes in response to the concerns of Quicken users who have requested a simplified password recovery system. Since Quicken Passwords become part of the encrypted data file in which the passwords were created, the passwords cannot be recovered; they must be removed. This process can only be done by Intuit personnel who “read” sensitive financial data to reset a lost password. This process can take several days. For those Quicken users who use the Password Vault feature, if a password is forgotten, the entire Password Vault must first be deleted and then recreated.
Many Quicken users, while appreciating the One Intuit Password feature for its convenience, are opting not to use this feature. They feel this option only makes their Quicken data more vulnerable to hacking, in that if their Intuit ID password somehow is compromised, all of their financial data might be compromised as well. Most users are opting to use the Intuit ID only when it is required and are using different passwords for each of their various Quicken tasks. While the One Intuit Password option is, perhaps, convenient, it is, in the opinion of many users, very vulnerable to the many hacking attacks we hear about so often in the news.
By using the Intuit ID as the only password (One Intuit Password), Quicken users can recover or reset their passwords in the same way as those users would for website access. This method, according to Intuit, is not a replacement for your current security measures, nor does it take the password out of your control. This feature only provides a unified source to recover forgotten or lost passwords.
One Intuit Password for New Users
For new Quicken users, the Intuit ID:
• Is set as the password for the Password Vault (see “Understanding the Password Vault” next in this chapter), which is created automatically when creating a new file. The Password Vault can be unlocked or reset by entering your Intuit ID.
• Is set as the Data File password when creating a File Password (see “Working with Passwords” in Appendix A for more information). You do have the option of creating your own custom password for your data file.
One Intuit Password for Upgrading Users
For those users who are upgrading from previous editions of Quicken
• A Password Vault is created with the Intuit ID password as the password for those users whose old edition did not include a Password Vault.
• The Intuit ID is set as the default password when users choose to create a data file password in Quicken 2015.
And, very important to upgraders, all existing data file passwords are also converted to the Intuit ID when upgrading to Quicken 2015. The file can be unlocked and reset using the Intuit ID password.
Understanding the Password Vault
Because some Quicken users find it a nuisance to have to type in each password each time they use the One Step Update feature, especially if they connect to more than one or two financial institutions, Quicken’s Password Vault feature enables you to store all your financial institution passwords in one central location. The passwords are protected with a single password, in Quicken 2015, the One Intuit Password. When you use One Intuit Password, you enter just one password to access all financial institutions.
Setting Up the Password Vault for Upgraders
If you have not created a new file with Quicken 2015, you will still have a Password Vault found in your existing data file. (This option is not available if you have created a new Quicken Data File when installing Quicken 2015.) You can make changes by choosing Tools | Password Vault | Add Or Edit Passwords. Enter your Intuit password to continue.
The Edit Password Vault dialog appears as seen next. Click Manage Vault Password to create a custom password, something other than your Intuit ID password.
Click Manage Vault Password to tell Quicken which password to use. By default in Quicken 2015, the default password is your Intuit ID password.
1. Click Use My Custom Password to open the Set Up Your Password Vault.
2. Enter your custom password in the Create Custom Password field.
3. Confirm your password by typing it again in the Confirm Password field.
4. Enter your Intuit ID password in the Intuit ID Password field to confirm the change.
5. Click OK to close the dialog and return to the Edit Password Vault dialog.
The accounts you have activated for online access are displayed. If you have stored a password, Yes appears in the Password Stored column. If you have not yet stored a password, the column will show No. To add a password:
1. Click the password line of the account for which you want to add a password.
2. Click Add Password.
3. Enter the appropriate password in the Password field.
4. Enter the password again in the Reenter Password field.
5. Click Add to close the dialog and return to the Edit Password Vault dialog.
You’ll enter each password twice because the characters you type do not appear on screen; this is a secure way of making sure you enter the same thing both times.
Enter as many passwords as you choose, and when all have been entered, click Done. When asked whether you want to enter additional passwords, click Yes to add more passwords and No to close the dialog The Password Vault dialog closes.
Secure passwords traditionally have at least eight characters, combining both uppercase and lowercase letters, numbers, and symbols.
If you choose to print your passwords, do not leave the printed list in plain sight or affix it to your monitor.
Exiting Quicken
There are several ways with which you can exit your Quicken program. However, consider doing a backup before you close your program. Learn more about Quicken Backups in Appendix A.
• You can close Quicken by selecting File from the Quicken menu and clicking Exit.
• You can close Quicken by clicking the red X in the upper-right corner of the Quicken window.
In either case, you are asked if you want to sync your changes to the Quicken Cloud. If you have not activated mobile access, or you want to sync at a later time, click Later. You can also tell Quicken not to remind you to sync again by checking the Don’t Remind Me To Sync check box at the lower left of the dialog.
Otherwise click Sync Now to start the process. Learn about syncing with the Quicken Cloud in Chapter 3.
