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The sidebar is a single, always-accessible location that allows you to find all your accounts in Quicken. Using the sidebar, you can add accounts, update your transactions and balances, view individual accounts (click the account name) or view multiple accounts at once (click the headers: Banking, Investing, Debt, etc.). For more information see The Quicken sidebar.

The Quicken

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Main Window

Home

Learning Center

The Learning Center is your guide to getting started. It provides overviews of key Quicken concepts including:

  • Add Accounts
  • Categorize Transactions
  • Use Reports
  • Add Bills
  • Create a Budget
  • Track Investments
  • Plan for Taxes.

Use this guide to familiarize yourself with Quicken's features and how they can help you stay on top of your finances. You can come back to these whenever you need a refresher on Quicken. You may also want to view the Help menu for additional learning tools such as the Getting Started Guide, Take a Tour, and Keyboard Shortcuts.

Overview

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Home is a dashboard you can use to track your finances and stay on top of your bills. It has three sections:

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