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I. Getting Started > 1. Setting Up Quicken

Chapter 1. Setting Up Quicken

After you install Quicken (see Appendix C for instructions), you’re only a few steps away from reaping the pocketbook-plumping benefits of having the program serve as your personal bookkeeper. Quicken’s setup process is a whole lot easier than filling out the paperwork to open an account at your local bank. This chapter takes you through each step.

The first time you launch Quicken, the program offers to help set up your data file, an electronic filing cabinet that contains your financial records (the box on If You’re a Quicken Veteran explains what’s in this file). If you’ve used a previous version of Quicken, setup is a snap—a short conversion process preps your existing data file so Quicken 2009 can read it. If this is your first time using Quicken, the program’s Setup Center helps you create a new data file, asks a few questions about your finances, and spits out a data file tailored to your basic needs. Either way, you’ll have a working file in no time. You’ll also learn how to open a Quicken data file, which is helpful if you work with more than one file—for instance, your own and one for your parents.


  

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