Hello @kmanley21
Thank you for reaching out on the community and telling us about your issue. I do apologize for the issue you're having. If you're looking for a personalized experience and having someone help you in a one on one session I would recommend setting up an appointment with our Quicken 1-2-3 team as they'll be able to guide you and help with any questions you may have. I'll leave a link down below on how to sign up.
https://www.quicken.com/support/help-getting-started-quicken
Thanks,
Quicken Francisco