Best Training Resources

I'm new to Quicken and have connected the majority of my accounts, but now I'm looking for the next step in training. I have several different bank accounts between my husband and I, a couple rental properties and a couple old and current 401k/IRA accounts. I'd like to learn the next steps, probably the things beyond the basics to make sure I have a clear picture and I'm maxing on all features. Does anyone have any recommendations on good training resources to learn Quicken at the next level?

Best Answer

  • Quicken Anja
    Quicken Anja Moderator mod
    edited March 12 Answer ✓
    Hello @AmberBonachea,

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

    Here are a few resources available to you that you might find helpful.
    1. Support articles can be found at https://www.quicken.com/support
    2. Help Articles can be found at https://help.quicken.com/display/WIN/Quicken+Windows+Help
    3. Tutorial videos can be found at https://www.youtube.com/user/Quicken
    4. In-product help can be found by navigating to Help > Quicken Help
    5. You can contact Quicken Support directly via chat or phone.
    Additionally, being that you are a new user, I would like to also 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 learning 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

  • AmberBonachea
    AmberBonachea Member
    #training #learning #how to
  • Quicken Anja
    Quicken Anja Moderator mod
    edited March 12 Answer ✓
    Hello @AmberBonachea,

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

    Here are a few resources available to you that you might find helpful.
    1. Support articles can be found at https://www.quicken.com/support
    2. Help Articles can be found at https://help.quicken.com/display/WIN/Quicken+Windows+Help
    3. Tutorial videos can be found at https://www.youtube.com/user/Quicken
    4. In-product help can be found by navigating to Help > Quicken Help
    5. You can contact Quicken Support directly via chat or phone.
    Additionally, being that you are a new user, I would like to also 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 learning 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
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