New to Quicken Classic Desktop – Looking for Guidance [Edited]

VIVO.

New to Quicken. Need an expert user to help clean entries for 2-3 years. Hopefully, set up some automation for recurring charges across personal and business accounts. [Removed - Third-Party Software]. I'm using Classic Desktop. Thanks.

[Edited - Readability]

Sceptic

@QuickenVIVO 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 the Quicken 1-2-3 team as they'll be able to guide you and help with any questions you may have.

https://www.quicken.com/support/help-getting-started-quicken