I need training on using Quicken. What is the best source?

aerovibe Member ✭✭
I have only a beginner's knowledge of Quicken. I do not know how to reconcile accounts, correct connect issues, etc. Is their a book or class or in person training that can assist me?

Best Answers


  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    For starters, have you tried looking in Quicken HELP (F1)?  There's a wealth of knowledge there.
    After you've reviewed that, post back with specific questions.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • Quicken Anja
    Quicken Anja Moderator mod
    edited April 2022 Answer ✓
    Hello @aerovibe,

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

    Additional to NotACPA's suggestions; 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/MAC/Quicken+for+Mac+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
  • smayer97
    smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
    edited April 2022 Answer ✓
    The following FAQ includes all the above resources mentioned and more to help you:

    Have Questions? Help Guide for Quicken for Mac
    FAQs: Quicken Mac Quicken Windows Quicken Mobile
    Add your VOTE to Quicken for Mac Product Ideas

    Object to Quicken's business model, using up 25% of your screen? Add your vote here:
    Quicken should eliminate the LARGE Ad space when a subscription expires

    user since '92, STILL using QM2007)
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    @aerovibe Actually, I'd encourage you to do the Quicken 1-2-3 call with a Quicken representative first, as Quicken Anja suggested above. This program was designed for new users exactly like you; it's a good way to get oriented to Quicken Mac, and since it's a live, interactive conversation, you can ask questions as you go. The other linked resources will allow you to dig in deeper or review things as you go.
    Quicken Mac Subscription • Quicken user since 1993
  • aerovibe
    aerovibe Member ✭✭
    Thank you so much for taking the time to help. I will do the call.
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