Getting Started
Getting set up couldn’t be easier. Just follow along with our setup guide and answer a few quick questions to connect your accounts and enter your information. Or, you can manually do the steps on your own.
In minutes, you’ll have a clear, complete picture of your finances in one secure place, including your business finances if you’re using Quicken Business & Personal.
We’ll guide you step-by-step through a setup process that’s private, secure, and simple to follow. You can start with your main accounts and add more anytime.
Setup is the first step toward confidently managing your finances. Each step builds on the one before it:
Set Up Your Finances: Connect your accounts and personalize your setup.
Manage Income: Track paychecks, clients, and business revenue.
Track Spending: Organize expenses, bills, and budgets.
Run Reports: See insights, plan ahead, and prepare for taxes.
💡 Tip: You can go step by step or explore as you go — Quicken saves your progress automatically.