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The Quicken Support command takes you to the Support home page. This is where you can find answers to frequently asked questions, information about solving problems with Quicken, and program updates. Use this command when you can t find the information you need in this book or in Quicken s Onscreen Help.
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The Quicken Products command takes you to the Quicken Products & Services page, where you can learn more about and purchase other Intuit products, including Quicken-compatible checks and supplies, and TurboTax, a tax preparation software product that works with Quicken. Stop by once in a while to check out special offers and new products.
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Quicken 2009 introduces a new feature called Quicken Picks. This Web-based feature helps you save time, save money, and shop smart by displaying special money-saving offers you can take advantage of when you shop online.
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To get started, click the Quicken Picks tab near the top of the Quicken window. (This tab only appears if its check box is turned on in the Setup tab s Overview screen; I tell you more about Setup tab screens in 2.) The initial screen explains a little about what the feature does. To access the feature, you must agree to the terms of service by checking a box and then click the Take Me To Quicken Picks button. Your computer will retrieve some information from the Internet before displaying a selection of top special offers by well-known retailers and manufacturers (Figure 4-2). You can click the See Offers button for an offer to learn more about it. Clicking the Take Me To Quicken Picks button again launches your default Web browser to display the Quicken Picks online shopping Web site. Once there, you can browse the site to review and take advantage of dozens of special offers.
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Figure 4-2 The new Quicken Picks feature gives you easy access to special online shopping deals.
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Quicken 2009 The Official Guide
Participating Financial Institutions
If you re interested in keeping track of your finances with the least amount of data entry, you should be considering Quicken s online features Transaction Download and Online Payment. I explain the benefits of these features near the beginning of this chapter. s 6 and 11 tell you how to use them. But you can t use them until you ve set up an account with a participating financial institution and applied for the online account services you want to use. When you create a bank, credit card, or investment account, as discussed in s 2 and 3, Quicken prompts you to enter the name of your financial institution. Quicken can determine whether your financial institution is one of the participating financial institutions and prompt you to set up Transaction Download and Online Payment features, if they are available. If you ve already set up your accounts for online account services, you can skip this section. But you may find it useful if you re shopping around for another financial institution and want one that works with Quicken.
Finding a Participating Institution
Finding a Quicken financial partner is easy. Choose Online | Participating Financial Institutions. The Apply For Online Financial Services window appears (see Figure 4-3). This page, which is updated each time a new participating institution comes on board, offers links with information about each of the institutions. To get information about a specific institution, click a link in the Online Financial Services area to narrow down the list of institutions. Then click a link in the Financial Institution Directory area. Information about the financial institution appears in the main part of the window. Note that if you have not set up Quicken for your Internet connection or registered the Quicken software, a dialog may appear telling you that you need to do one or both of these things to continue. Follow the prompts within the dialog as necessary. Eventually, the Apply For Online Financial Services window (see Figure 4-3) will appear. Participating financial institutions offer four types of online financial services:
Banking Account Access enables you to download bank account transactions directly into your Quicken data file. Credit/Charge Card Access enables you to download credit or charge card transactions directly into your Quicken data file. Investment Account Access enables you to download brokerage and other investment account transactions directly into your Quicken data file.
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