Introduction

There are basic Quicken options and features that you should become familiar with that will cut down on the amount of information you have to manually enter into Quicken and make using it more efficient. For example, there are options that allow you to tell Quicken how you want for it to present some information. You can also import financial information from a previous version of Quicken or from other financial software. In addition, you can ensure that Quicken serves your needs quickly by customizing the toolbar. Setting preferences is another way to use Quicken the way you want to use it so that you can easily find what you're looking for.

There are other features that allow you to take advantage of online access to your accounts. If you have an Internet connection and have accounts that provide online access to your statements and transactions, you can download the information right into Quicken. Downloading your account information ensures that the information is accurate, timely, easier to maintain and manage, and saves you the time it would have taken to manually enter it. In addition, the Quicken.com feature allows you to access your account information remotely.