Things You'll Need:
- Quicken software
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Step 1
The new account assistant wizard.Buy Quicken. You can get it through any software retailer, or by downloading it from the Intuit website.
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Step 2
Enter your ending balance and date.Install Quicken by double clicking on the icon (either on the CD or the download). You'll be prompted through a wizard that facilitates the install for non-techy types.
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Step 3
Launch Quicken once the install process has completed. Here you will enter your name.
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Step 4
Entering the name of your new account.Create a new file when prompted, and name it. A file can have multiple accounts, including checking, savings, loans, mortgages, brokerage and credit cards.
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Step 5
Quicken lets you choose how to set up your accounts.Create each new account when the New Account Assistant window opens. Here, you'll have the opportunity to link your Quicken account with your bank. By choosing your financial institution, you have the choice of auto-filling the fields by letting Quicken set up your accounts, or you can enter your account information manually. Of course, you can always skip this step.
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Step 6
Your checking account in Quicken.Choose the type of account to add. Accounts are grouped in three categories: Cash Flow, Investments and Property & Debt. You will be asked to name each account to easily differentiate it from the others. Choose easy to remember names, like "Checking" and "MasterCard." Repeat this step for each account you add to Quicken.
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Step 7
Quicken is available in multiple languages.Enter the ending date and balance from your last statement. This can be done from your hardcopy statement of by checking your balance online.
