By Bobbi Sandberg
"Take keep an eye on of your own funds, pay money owed and forecast balances, deal with budgets and song investments"--Cover.
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Extra resources for Quicken 2014 : the official guide
Chapter 1 / Getting to Know Quicken 39 Manage Hidden Accounts To set options or make changes to the display status of your accounts, click Tools | Manage Hidden Accounts. A useful dialog, as seen below, is displayed. From this dialog you can select how each account is to be displayed within Quicken. If you have many accounts, consider using this dialog rather than using the Account Details dialog in each account. Working with Accounts You can use options in the Account List window to reorganize accounts so they appear where you want them in the Account Bar.
Click Next to display the first window of the Password Vault Setup. Follow the instructions in each tab to choose financial institutions and enter corresponding passwords. You’ll enter each password twice because the characters you type do not appear on screen; this is a secure way of making sure you enter the same thing both times. When you’ve finished, select the No option if you have no other passwords to enter. Select Yes if you have other accounts you wish to include in the Password 32 Quicken 2014 The Official Guide Vault.
Before Each Scheduled Update This option displays the Password Vault Password dialog just before each update. Update Online Services Choose the items you want to update. Using the Schedule Using the schedule is easy. 1. Exit Quicken, since a scheduled update will not occur when Quicken is running. 2. When you are prompted for the Password Vault password (which happens just before the update), enter the password. ) 3. Click Update. Quicken does the rest. Changing the Schedule To change the schedule, choose Tools | Schedule Updates to display the Schedule Updates dialog.
Quicken 2014 : the official guide by Bobbi Sandberg