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I have used Quicken in the past but seem to have "cleared memory" of the few skills I had. I have simple, to my mind, plans to use it to track household spending. For instance I have 3 account with one bank but when I ask under Reports for one of the accounts, I am flooded with for instance Payees for all three accounts. I know it is me but is there some rudimentary spot to refresh everything I thought I knew but obviously have lost ? Thanks in advance.

Best Answer

  • Quicken Anja
    Quicken Anja Moderator mod
    edited March 16 Accepted Answer
    Hello @Sarah Benson,

    Thank you for reaching out to the Community with your question.

    This support article provides specific instructions (as well as a link for tutorial videos) on creating Reports and Graphs. However, I would also like to include a few other resources available to you that you might find helpful.
    1. Support articles can be found at https://www.quicken.com/support
    2. Tutorial videos can be found at https://www.youtube.com/user/Quicken
    3. In-product help can be found by navigating to Help > Quicken Help
    4. You can contact Quicken Support directly via chat or phone.
    Additionally, being that you are a new subscription user, I would like to inform you that you do have the option to schedule a one-on-one tour with our Quicken 1-2-3 team. 

    By doing so, one of our Quicken 1-2-3 team members will contact you via phone at your scheduled appointment time. This team has been specifically trained and put together to assist our new customers in getting familiarized with the program and learn how to utilize it to fit your needs, as well as answer any questions and/or address any concerns you may have.

    If this is something that would interest you, then please, click here to select a time slot and schedule your tour! Alternatively, you can also call them directly at your own convenience. The phone number can be found through that same link.

    I hope this helps!
    -Quicken Anja

Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    edited March 16 Accepted Answer
    Hello @Sarah Benson,

    Thank you for reaching out to the Community with your question.

    This support article provides specific instructions (as well as a link for tutorial videos) on creating Reports and Graphs. However, I would also like to include a few other resources available to you that you might find helpful.
    1. Support articles can be found at https://www.quicken.com/support
    2. Tutorial videos can be found at https://www.youtube.com/user/Quicken
    3. In-product help can be found by navigating to Help > Quicken Help
    4. You can contact Quicken Support directly via chat or phone.
    Additionally, being that you are a new subscription user, I would like to inform you that you do have the option to schedule a one-on-one tour with our Quicken 1-2-3 team. 

    By doing so, one of our Quicken 1-2-3 team members will contact you via phone at your scheduled appointment time. This team has been specifically trained and put together to assist our new customers in getting familiarized with the program and learn how to utilize it to fit your needs, as well as answer any questions and/or address any concerns you may have.

    If this is something that would interest you, then please, click here to select a time slot and schedule your tour! Alternatively, you can also call them directly at your own convenience. The phone number can be found through that same link.

    I hope this helps!
    -Quicken Anja
  • Sarah Benson
    Sarah Benson Member ✭✭
    Thank you so much and particularly so thorough an answer. I really do appreciate it and will take the time I should have taken before it became a crisis.
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