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Using Quicken Home Page Features

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This chapter is from the book

This chapter is from the book

What You’ll Do

Use the Account Bar and Activity Centers

Get the Big Picture

Select Accounts to Include in Your Net Worth

Use Alerts

Use Bills and Scheduled Transactions

Take the Next Steps with Your Financial Goals

Use Online Updates

Use Tips and Services

Create Links to Your Favorite Financial Websites


Whether you’ve been following along so far with installing and setting up Quicken or you’ve already been exploring other chapters and features in Quicken, this chapter brings it all home—to the Quicken Home page, that is. The Quicken Home page is a central location for all your account information, where you can access, organize, and update account information; view a big picture of your financial health and well-being; and explore your net worth. The account bar, which appears alongside the Home page, provides quick access to all your accounts and is divided into activity centers that group or categorize your accounts. You can use the centers to access each of your accounts. In this chapter, you will also learn how to use alerts to remind you of important actions or warnings concerning your accounts, how to record and manage your account transactions, how to automatically update account information using online updates, and some helpful tips and services. In addition, you’ll be privy to some keyboard shortcuts that will have you tooling around Quicken like a pro in no time.

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