- Using the Account Bar and Activity Centers
- Getting the Big Picture
- Selecting Accounts to Include in Your Net Worth
- Using Alerts
- Using Bills and Scheduled Transactions
- Taking the Next Steps with Your Financial Goals
- Using Online Updates
- Using Tips and Services
- Creating Links to Your Favorite Financial Websites
The first section on the Quicken Home page is Alerts. Quicken uses alerts to remind you of any actions you need to take with your accounts (for example, paying a bill, transferring money to savings) and warnings (for example, when one of your balances is reaching its limit or when your checking account is getting too low). Alerts can save you money by notifying you before you are charged over-the-limit fees or non-sufficient funds (NSF) fees. Alerts can also make you money too (for example, by watching your securities).
You have full control of the alerts you use and how often you are reminded. Alerts for each center are listed at the top of the center. For example, alerts for the Cash Flow Center appear in the Cash Flow Alerts section at the top of that center. However, the Alerts section at the top of the Quicken Home page is home to all alert types for all centers. You can view, change, and delete all alerts from the Quicken Home page by using the Alerts Center. You can also access the Alerts Center to manage alerts from any of the centers. With taxes, interest charges, fees of all sorts, and other financial leaches sucking the life out of your hard-earned money, you should protect yourself, take control, and set those alerts.
If you don’t already have the Quicken Home page open, click Quicken Home.
To see a list of all alerts that are currently active, click Show all alerts.
To take action on an alert, click the links within the Description column.
To make changes to alerts, click the Setup tab. You can also do this by clicking the Set Up Alerts button in the Alerts section of the Quicken Home page. Alerts are listed by type.
Click a plus sign to expand the list. A check mark means that the alert is active. A blank box means that the alert is not active.
To select an alert, click in the box next to its name.
To change alert details, click the alert name and change the alert to meet your needs. For example, for Credit Card Limits, click the amount under Remind Me At and type the amount at which you want Quicken to alert you that you are getting close to your credit limit.
From the Show me the alert as options, select the type of alert you want: a text message or a pop-up type of message.
From the Keep the alert in this list for drop-down menu, select how long you’d like Quicken to show you the alert.
To remove an alert altogether, clear the check box next to the alert name.
Review and change all alerts as needed and click OK when you are finished. The alerts you set up are now active. When you complete a task in an alert, it automatically goes away until it is triggered again.