Easily import data - Easily import data from Quicken Essentials for Mac, Quicken Mac 2007, and Quicken 2010 for Windows or newer versions. Easy to get started and keep going - Step-by-step guidance helps you get up and running fast. Gives you the big picture in minutes. Special tool for upgraders, too! Easy setup tool for automatic downloads. IMPROVED Quicken and Capital One are in the process of upgrading the connection type used to download transactions. Quicken for Mac v5.6.2 or newer is required for this change. Over the course of the next month or so, Quicken will start migrating customers to the new connection type. This change will happen over time.

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If you've used a Quicken bank account, you already know how to use a credit card account.
To enter transactions in a credit card register, you can:

Download transactions directly from the financial institution that issued the credit card. This is the easiest way to make sure you have all your transactions entered correctly.
Save your receipts when you charge items, and enter the transactions as they occur throughout the month. This method provides you with your current credit or charge card balance at all times. It also lets you double-check your charges against those listed on your statement.
Wait until you receive your monthly statement, and enter the transactions from the statement. This method is easy if you don't need to keep track of your balance throughout the month.

To enter a credit card transaction

Select a credit card account in the sidebar.
In Quicken, choose Transactions > New Transaction. Alternatively, you can click New in the toolbar, or use the keyboard shortcut Command–N.
Enter information in as many fields in the transaction as you want to track.
- For example, many people find it helpful to assign categories or tags to their transactions.
(Optional) Click Save to enter the transaction.
- You don't need to click Save to save the transaction—Quicken records the transaction automatically when you press Enter, move on to another task, or close the register.

To set up an investment account:

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In Quicken, chooseAccounts > New > Investments, then select the type of investment account you want to create.
Enter the name of your brokerage in theSearchfield, select it from the list, and clickContinue.
Follow the on-screen instructions to set up your account, including connecting to your bank so you can download your holdings, transactions and balances directly into Quicken.
- Quicken supports downloads with over 14,500 financial institutions. If you can’t find yours in the list, try these two steps:
  1. Click “My bank is not in the list” in the Add Account window, and then click theRefreshbutton on the My Bank is Not in the List message. Quicken updates your list of supported financial institutions. Next, clickCheck listagain, and try once more to find your bank in the list of supported institutions.
  2. If your bank still does not appear in the list, you can still create an account in Quicken, but you won’t be able to download transactions into it. Instead, you will need to enter your transactions by hand. To set up a manual account, click “My bank is not in the list” in the Add Account window, and then clickAdd Manual Account.

To enter a credit card transaction

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To set up an investment account:

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