Learning Center

The Learning Center in Quicken Classic for Mac is your go-to resource for mastering the tools and features you need to manage your finances effectively. It provides detailed guidance on various topics to help you make the most of Quicken.

Accessing the Learning Center

You can access the Learning Center in two ways:

1. From the Home tab:

   • Select the Learning Center tab.
   • Browse the available topics and choose the one that interests you.
   • Navigate freely between sections and explore topics relevant to your needs.
   • Each Learning Center topic links directly to the associated feature, allowing you to apply your new knowledge immediately.

2. From the Help menu:

   • Go to Help → Learning Center.
   • The Help menu also offers additional learning tools, including:
     • Getting Started Guide
     • Take a Tour
     • Keyboard Shortcuts
   • Browse the available topics and choose the one that interests you.

Navigate freely between sections and explore topics relevant to your needs. Each Learning Center topic links directly to the associated feature, allowing you to apply your new knowledge immediately. Below is a list of some of the topics available.

Learning Center topics

Add Accounts

Learn how to integrate all your financial accounts with Quicken. This section covers:

• Connecting accounts to Quicken.
• Viewing linked accounts in the Sidebar.
• Using One Step Update to refresh your data.

Understanding Your Registers

Discover how to manage transactions effectively and ensure accurate financial records. Topics include:

• Key terms related to registers.
• Customizing columns and your register layout.
• Editing, searching, and filtering transactions.
• Creating and applying rules.
• Splitting transaction categories for precise tracking.

Use Reports

Understand how to create, customize, and analyze financial reports, such as:

• Cash Flow, Net Worth, and Tax Schedule reports.
• Using EasyAnswer reports for quick insights.
• Editing and exporting reports for detailed review.

Add Bills

Simplify your bill management process. This section explains:

• Setting up bill reminders.
• Making payments directly through Quicken.
• Sending checks and managing online and manual bill payments.

Track Investments

Gain insights into managing your investment portfolio with Quicken. Topics include:

• Overview of Simple vs. Detailed tracking.
• Viewing and analyzing investment performance.

Plan for Taxes

Optimize your tax planning with tools designed to streamline the process. Learn about:

• Assigning tax categories to transactions.
• Generating and using the Tax Schedule report.

Organize Transactions

Learn how to categorize and tag transactions for better financial management. This section includes:

• Creating and customizing categories.
• Identifying uncategorized transactions.
• Using tags to group related expenses.

Create a Budget

Develop and monitor budgets that align with your financial goals. This section covers:

• Setting up a budget.
• Reviewing and adjusting budgets over time.

Manage Business

Explore key features for managing small business finances. Topics include:

• Using the Business Dashboard to gain insights.
• Tracking mileage for business expenses.
• Transitioning your existing business categories into Quicken.

Tips for Using the Learning Center

• Start with topics that align with your immediate financial goals.
• Use the links within each topic to seamlessly switch between learning and applying new features.
• Combine Learning Center guidance with other Help menu resources for comprehensive support.