In the 2010 edition, Intuit has applied some cosmetic changes that streamline and simplify the software.
The Quicken 2010 product line gets a prettied-up interface that provides an at-a-glance summary of your finances. Not just a simple ledger for balancing your bank book, Quicken's additional tools also help alert you to upcoming bills and to your overall budget. Quicken's core features continue doing what they've done for years: chiefly, importing your financial information to help you automatically and manually track your spending and savings.
QUICKEN SETUP GUIDE SOFTWARE
Installation was painless up to the point when the software junked up our desktop with four icons: the Quicken icon, plus another three unwanted shortcuts advertising a Quicken credit card and other additional services. We evaluated Quicken Deluxe 2010.Īt almost 70MB, Quicken Deluxe 2010 takes several minutes to install. The Quicken 2010 product family includes Quicken Starter Edition ($29.99) for tracking budgets and upcoming bills Quicken Deluxe ($59.99), which includes tools to help you save up for a large purchase Quicken Premier ($89.99), which helps track investments Quicken Home and Business ($99.99) and Quicken Rental Property Management ($149.99). Although already a solid balance-keeper and financial assistant in previous versions, Quicken 2010 adds a few new features to visualize your monthly budget and assets. Verify each account at AltaOne Federal Credit Union has a blue online circle indicating it has been reactivated for online services.With Quicken 2010, Intuit strives to make its flagship money management application easier to navigate and simpler to set up, thanks to spruced-up visuals and a refreshed start-up wizard. Repeat steps for each account to be reconnected.Ħ. Match the transactions you are importing to the corresponding existing Quicken account in the drop-down list and click OK.ĥ.
Associate the account to the appropriate account already listed in Quicken. If you have overlapping dates in the Web Connect import, you may end up with duplicate transactions.ģ. NOTE: Take note of the date you last had a successful connection.
QUICKEN SETUP GUIDE DOWNLOAD
Download your Quicken Web Connect file from AltaOne Federal Credit Union. Task 3: Connect Accounts at AltaOne on or after July 5, 2017.ġ. Verify your account list does not display a blue online circle icon for the accounts you are disconnecting. Remove the information within the Account Number and Routing Number fields.Ħ.Repeat steps 2 – 5 for each account to be disconnected. Follow the prompts to confirm the deactivation.Ĥ. In the Download Transactions drop-down list, select Not Enabled. Select the account to deactivate and click Edit.ģ. Task 2: Disconnect Accounts at AltaOne on or after July 5, 2017.Ģ. Search for Updates, select “ Checking for Updates to Quicken,” and follow the instructions. For instructions to download an update, choose Help menu > Search. Search for Backing Up, select “ Backing Up Your Data,” and follow the instructions.Ģ. For instructions to back up your data file, choose Help menu > Search. Repeat steps for each account to be connected.Ĭonversion Instructions - Web Connect Task 1: Conversion Preparationġ. IMPORTANT: Do NOT select “ ADD” under the action column unless you intend to add a new account to Quicken.ĩ. Under the Action column, select “Link” to pick your existing account. In the “ Accounts Found” screen, ensure you associate each new account to the appropriate account already listed in Quicken. NOTE: Select “Web Connect” for the “Connection Type” if prompted.ħ. Drag and drop the downloaded file into the box Drop download file.
If you have overlapping dates in the web-connect process, you may end up with duplicate transactions.Ħ.
Download a file of your transactions to your computer. Enter AltaOne Federal Credit Union in the Search field, select the name in the Results list and click Continue.ĥ. Select your account under the Accounts list on the left side.Ĥ. Task 2: Connect Accounts at AltaOne on or after July 5, 2017.ġ.
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