Getting Started with Quicken

Thanks for choosing Quicken. Whether you’re just getting started or exploring new features, we’ll help you get the most out of everything Quicken has to offer.

Our interactive quick start guides will walk you through the basics of using Quicken, from downloading and installing the software to creating a budget.

Watch product overviews and how-to guides for essential Quicken tasks.

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Getting Set Up

Download and install Quicken

Our interactive quick start guides will walk you through the basics of using Quicken, from downloading and installing the software to creating a budget.

Review your transactions

Your transactions lie at the heart of all Quicken’s features. Here’s how to make sure you’re set up for success.

Add your accounts

To get the full benefits of Quicken, connect all your financial accounts—bank accounts, credit cards, loans, savings, assets, and investments.

Take a tour of the dashboard

Get to know your dashboard and learn your way around some of Quicken’s most popular features.

Getting More out of Quicken

Create a budget

Let Quicken create a personalized budget based on your actual spending habits, then adjust it to fit your needs.

Customize categories and tags

Add or change categories and tags to make Quicken your own.

Explore Quicken reports

See where your money’s going, find places to save, monitor investment performance, and make more informed decisions.

Use the Quicken companion apps

Sync Quicken with our web & mobile companion apps and keep all your finances at your fingertips.

Do these daily or weekly

To get the most out of Quicken, we recommend checking in on a regular schedule whether that’s every morning over coffee or part of your weekend routine.

Consider these monthly or quarterly

Do these monthly or quarterly to stay on track and make tax season easy.

Do these once a year

Fill out your Quicken routine with these annual maintenance reviews.


Taking Quicken to the Next Level

Learn your way around Quicken Bill Manager* in Premier and Home & Business.

Explore the most comprehensive investment tracking tools on the market.

Make the most of the advanced features in Quicken Home & Business.

Don't have Quicken? Try it risk-free for 30 days

Manage your money with confidence

Membership Benefits

Dropbox Cloud Storage

Every membership comes with 5GB of free online DropBox storage for backups.

Phone & Chat Support

Free live support, with minimum wait times for Quicken Premier and Home & Business. Quicken also hosts a robust, searchable support site as well as highly active community forums.

New Tools & Features

Always get the latest Quicken tools, features, and security updates as soon as they're available.

*All versions of Quicken allow you to track and view your bills, and all versions support Direct Connect Bill Pay, offered by some banks. (Banks may require fees or other activation steps to use their bill pay services.) However, Quicken Premier and Quicken Home & Business also include Quicken's own bill pay service, Quicken Bill Manager, which is available to customers using any U.S. bank account with no additional bank fees. Checks can be mailed to any US address.

You are our top priority

Trusted for over 35 years

Over 20 million members have trusted Quicken to plan and grow their finances for over three decades.

30-day money-back guarantee

Quicken financial products are backed by a 30-day money-back guarantee*

Safe and secure

Quicken protects your data with robust 256-bit encryption.