Entering Your Personal Information

The first section in the Express Setup is the Personal Information section. Quicken asks for some basic information, such as your name, and it asks some questions that help Quicken determine what information it needs to obtain in order to create the accounts that fit your needs.

Enter Your Personal Information

Type your name. If you have a spouse or significant other for whom you are also entering information, select I Am Married and type your spouse's name.

Select any of the other options that apply to you.

Click Next Step to proceed.