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- Quicken 2006 for Mac - - Quicken 2006 for Mac - TrainingTraining

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Quicken 2006 System RequirementsQuicken 2006 System Requirements

Operating Systems Mac OS 10.4.1 Mac OS 10.3.9 Mac OS 10.2.8

Memory 128 MB installed RAM

Hard Disk Space 100 MB - free disk space required for installation 40 MB - total size of installed files

Monitor Color monitor with at least 1024x768 resolution Thousands of colors

CD-ROM Drive Double speed or faster

Internet Connection 56 Kbps or faster modem for online features

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Smart Payees Customers can personalize downloaded payee names Very similar to Renaming Rules in Quicken Windows

Multiple Customer IDs Husband and wife with different Customer IDs can download all accounts

at a given financial institution Addresses a major complaint from both customers and financial

institutions

Backup to .Mac Convenient offsite backup of customer’s data file Easy to locate backup copies, upgrade computers, etc.

New frequency options for Scheduled Transactions Customers have more control over scheduling recurring bills and deposits

New in Quicken 2005… Account Setup - complete overhaul

Supports ACCTINFO for simplified setup

Steps mirror Quicken for Windows

Single window to manage all account details

Streamline how customers add online access to an account

Supports Web Connect investment download

Quicken 2006 for Mac - New FeaturesQuicken 2006 for Mac - New Features

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Download Transactions WindowDownload Transactions Window

User Interface ChangesUser Interface Changes

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Download Transactions WindowDownload Transactions Window

Quicken 2005 Download Transactions Window

Quicken 2006 Download Window1.) Get Online Data changed to Download2.) Accept/Match buttons moved 3.) Financial Institution drop down rolled into Accounts4.) Status is now represented by orange Matched/New icons

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Multiple Customer IDsMultiple Customer IDs

Account popup

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Multiple Customer IDsMultiple Customer IDs

Couples with accounts at the same financial institution can download all accounts into Quicken Mac

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Supporting Quicken MacSupporting Quicken Mac

Course Materials Intuit.com/support Fi.intuit.com Simulator Tool

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Appendix A: Major Online Feature AreasAppendix A: Major Online Feature Areas

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Online Features in Quicken for MacOnline Features in Quicken for Mac

Download Transactions One Step Update Scheduled Updates PIN Vault History of Online Activity Online Payments

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Access Online FeaturesAccess Online Features

1 Select Online Menu

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Download Transactions WindowDownload Transactions Window

Quicken 2005 Download Transactions Window

Quicken 2006 Download Window1.) Get Online Data changed to Download2.) Accept/Match buttons moved 3.) Financial Institution drop down rolled into Accounts4.) Status is now represented by orange Matched/New icons

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One Step UpdateOne Step Update

Access Point: Online Menu > One Step Update

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Scheduled UpdatesScheduled Updates

Access Point: Online Menu > Scheduled Updates

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PIN VaultPIN Vault

Access Point: Online Menu > PIN Vault

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History of Online ActivityHistory of Online Activity

Access Point: Online Menu > One Step Update > History Tab

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Online PaymentsOnline Payments

Where customers go to enter a payment Account Register Write Checks window

Where customers go to send a payment One Step Update Write Checks window Outbox (see screenshot)

Access Point: Online Menu > Outbox

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Appendix B: Online SetupAppendix B: Online Setup

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Express Setup for a Bank AccountExpress Setup for a Bank Account

Single access point for creating new accounts - less confusion

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Choose the financial institutionChoose the financial institution

Customer can start typing name or scroll through the list

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Customer guided to choose ‘Online’ Customer guided to choose ‘Online’

Quicken Mac defaults to “Online” - same as WindowsThe remainder of the Setup dialogs are for Direct Connect

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Customer enters Customer ID and PINCustomer enters Customer ID and PIN

Supports ACCTINFO for bank, credit card & investment accountsFinancial institution’s phone number displayed at the bottom

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Retrieving account informationRetrieving account information

Quicken goes online to retrieve accounts based on Customer ID

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Quicken displays accountsQuicken displays accounts

For financial institutions that support ACCTINFO, Quicken retrieves all available accounts.

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Customer names the accountCustomer names the account

Clicking on “Select an account” gives the customer the choice of creating a new account or matching the downloaded account to an existing Quicken account.

Here, the user chooses to name the account “Anytown Checking”

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Complete naming the accountsComplete naming the accounts

Now we’re ready to add these new accounts to Quicken

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Quicken retrieves transactionsQuicken retrieves transactions

Quicken goes online to retrieve the latest transactions for each account

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Accounts are created in QuickenAccounts are created in Quicken

• Customer’s accounts are created• Latest transactions are downloaded• Account balance matches the website

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Closing Notes on Account Setup Closing Notes on Account Setup

Improvements in Account Setup since Quicken 2005 Supports ACCTINFO Fewer steps and less time Steps mirror Quicken Windows for bank and credit

card

Where Quicken Mac differs from Windows: Blueprint information not displayed Downloaded transactions not automatically

categorized For investment accounts (during initial setup)

Balances and holdings are not retrieved No transactions are downloaded