Getting Started
Overview
Whether you're managing your personal budget or running a business, Quicken gives you a connected view of all your finances in one place — so you always know where you stand.
Quicken Simplifi helps you manage your personal finances — connecting your accounts, tracking your spending, and giving you a clear picture of your financial life.
Quicken Business & Personal helps you manage your small business and your personal finances. It is built for freelancers, self-employed professionals, and small business owners. It combines serious business accounting tools with full personal finance management in one flexible view, so you can run your business and your personal finances in one place.
Before You Begin
This topic assumes you've already connected your accounts during set-up. And if you are using Quicken Business and Personal, have added your business. If not, start there first — everything else builds on this step:
Setting Up Or Adding a Business (Quicken Business & Personal only)
Your Home Base: The Dashboard
When you sign in, you land on your Dashboard — your financial command center and home base for everything in Quicken.
From here, you can:
See a real-time snapshot of your net worth and recent activity
Track your accounts in one place — your transactions are downloaded and categorized automatically
Monitor income, spending, and upcoming bills
Pick up where you left off with next setup steps
See also: Getting to Know Your Dashboard
What You Can Do
Manage your personal finances
Track income and spending
Build a Spending Plan to stay on budget
Track savings goals and investments
Monitor your net worth over time
Run your business (additional features for Quicken Business & Personal users)
Track and organize business income and expenses
Create estimates, invoices, receipts, and record payments
Run critical business reports including Profit & Loss, Balance Sheet, and Tax Reports
Stay on top of tax deductions so you ready with and quarterly estimates
What to Do Next
Start by getting comfortable with your foundation:
Explore your Dashboard — get your bearings and see what Quicken has already pulled together for you
Review your transactions — check that things look right and categories make sense
Add any assets — a home, car, or other property counts toward your net worth and gives you a more complete financial picture
Once these feel familiar, you're ready to move on to the next stage of your journey.
Quicken Simplifi: Start building your Spending Plan — the tool that helps you take control of where your money goes each month.
Next: Setting Up Your Spending Plan →
(Quicken Business & Personal only) Quicken Business & Personal: Move on to getting paid — creating invoices, recording payments, and making sure your income is tracked the right way.
Next: Getting Paid →