12

Thank you for choosing Quicken! · 2. Then you'll import that file into Quicken 2015. Manual If your bank doesn't support Quicken Connect, Direct Connect, or Web Connect, you can

  • Upload
    others

  • View
    0

  • Download
    0

Embed Size (px)

Citation preview

Page 1: Thank you for choosing Quicken! · 2. Then you'll import that file into Quicken 2015. Manual If your bank doesn't support Quicken Connect, Direct Connect, or Web Connect, you can
Page 2: Thank you for choosing Quicken! · 2. Then you'll import that file into Quicken 2015. Manual If your bank doesn't support Quicken Connect, Direct Connect, or Web Connect, you can
Page 3: Thank you for choosing Quicken! · 2. Then you'll import that file into Quicken 2015. Manual If your bank doesn't support Quicken Connect, Direct Connect, or Web Connect, you can

Thank you for choosing Quicken!

Page 4: Thank you for choosing Quicken! · 2. Then you'll import that file into Quicken 2015. Manual If your bank doesn't support Quicken Connect, Direct Connect, or Web Connect, you can

IMPORTANT:

Help > Quicken

Help Back Up

1. Tools > Add Account...

Page 5: Thank you for choosing Quicken! · 2. Then you'll import that file into Quicken 2015. Manual If your bank doesn't support Quicken Connect, Direct Connect, or Web Connect, you can

2.

3.

4.

Options

Page 6: Thank you for choosing Quicken! · 2. Then you'll import that file into Quicken 2015. Manual If your bank doesn't support Quicken Connect, Direct Connect, or Web Connect, you can

NOTE:

5. Direct Connect Continue

6.

1.

2.

3.

NOTE:

4. File Import Bank or Brokerage File (OFX, QFX)….

5.

6. Link an Existing Account

Create a new account

Page 7: Thank you for choosing Quicken! · 2. Then you'll import that file into Quicken 2015. Manual If your bank doesn't support Quicken Connect, Direct Connect, or Web Connect, you can

7. Import

8.

1.

2.

3.

4. Continue

5.

NOTE:

Page 8: Thank you for choosing Quicken! · 2. Then you'll import that file into Quicken 2015. Manual If your bank doesn't support Quicken Connect, Direct Connect, or Web Connect, you can
Page 9: Thank you for choosing Quicken! · 2. Then you'll import that file into Quicken 2015. Manual If your bank doesn't support Quicken Connect, Direct Connect, or Web Connect, you can

NOTE:

1.

Page 10: Thank you for choosing Quicken! · 2. Then you'll import that file into Quicken 2015. Manual If your bank doesn't support Quicken Connect, Direct Connect, or Web Connect, you can

2.

3.

Page 11: Thank you for choosing Quicken! · 2. Then you'll import that file into Quicken 2015. Manual If your bank doesn't support Quicken Connect, Direct Connect, or Web Connect, you can

1.

2.

3.

Click New Transaction Then click Edit Details

Then click the Online Payment

checkbox

ClickOnline Payment

Page 12: Thank you for choosing Quicken! · 2. Then you'll import that file into Quicken 2015. Manual If your bank doesn't support Quicken Connect, Direct Connect, or Web Connect, you can

4.

Enter your Payee and the Amount

Then click SaveChoose your payment date