- 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
Taking the Next Steps with Your Financial Goals
We are almost finished reviewing the Quicken Home page. We’ve covered a lot of ground with the activity centers, the big picture, net worth, and transactions. You’ve spent some time setting up your financial goals and accounts, entering transactions, and setting up reminders to help you stay on track. So where do you go from here? The last section on the Quicken Home page is Next Steps to Meet Your Financial Goals. This section contains stepping-stones to areas in Quicken where you can adjust your financial goals and then proceed with managing your finances and meeting your financial goals.
Take the Next Steps with Your Financial Goals
Review the links listed for each activity center and click any of the links to go to an area of interest.
Click Go to Guided Setup to change or complete any of the setup information.
Click Review Your Goals to open the Set Your Goals section of the Quicken Guided Setup.
Click Add Account to open the Quicken Account Setup window.
Make any changes needed and click Exit Setup when you are finished.
Remove or add goals as needed and click Exit Setup when you are finished.
Enter information for a new account and click Next to continue through and complete the setup.