Before you can begin using the 2007 version of Quicken, you must install it. This chapter provides detailed information on installing, registering, and setting up Quicken with all your financial and account information. If you are new to Quicken, you'll use the Quicken Express Setup to add all your financial information, including your personal information, such as your name, and your financial information, such as your checking account, credit cards, bills, and expenses.
If you have used Quicken before and are upgrading to the 2007 version, your information will automatically be converted to the new version after you install the upgrade.
The easiest way to get your financial information into Quicken is by downloading it. However, this requires that you have online access to your account(s) already, have an Internet connection, and have a valid login ID and password for your accounts. If you have all these things, you are set. If not, that's okay; you can still enter the information. However, whether you're downloading the account information or entering it yourself, you need to gather your statements to ensure that you are providing Quicken with the latest information, such as your balances, interest rates, payment due dates, and so on. Quicken uses all this information to help manage your accounts, remind you when payments are due, and make projections for your taxes or savings goals. It's like having an accountant at your fingertips, except all these services come at a much lower cost.
To ensure that you have everything you need to install and set up Quicken, review the "Quicken Setup Checklist" and "Backing Up Quicken Files" sections before you get started with Quicken Express Setup. Having all the information you need before you start will help save you time so that you can get started using Quicken right away.