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- Quicken 2006 for Mac -  Training
Quicken 2006 System Requirements <ul><li>Operating Systems </li></ul><ul><ul><li>Mac OS 10.4.1 </li></ul></ul><ul><ul><li>...
<ul><li>Smart Payees </li></ul><ul><ul><li>Customers can personalize downloaded payee names </li></ul></ul><ul><ul><li>Ver...
Download Transactions Window User Interface Changes
Download Transactions Window Quicken 2005 Download Transactions Window Quicken 2006 Download Window 1.)  Get Online Data  ...
Multiple Customer IDs Account  popup
Multiple Customer IDs Couples with accounts at the same financial institution can download all accounts into Quicken Mac
Supporting Quicken Mac <ul><li>Course Materials </li></ul><ul><li>Intuit.com/support </li></ul><ul><li>Fi.intuit.com </li>...
Appendix A: Major Online Feature Areas
Online Features in Quicken for Mac <ul><li>Download Transactions </li></ul><ul><li>One Step Update </li></ul><ul><li>Sched...
Access Online Features 1 Select  Online Menu
Download Transactions Window Quicken 2005 Download Transactions Window Quicken 2006 Download Window 1.)  Get Online Data  ...
One Step Update Access Point: Online Menu > One Step Update
Scheduled Updates Access Point: Online Menu > Scheduled Updates
PIN Vault Access Point: Online Menu > PIN Vault
History of Online Activity Access Point: Online Menu > One Step Update > History Tab
Online Payments <ul><li>Where customers go to enter a payment </li></ul><ul><ul><li>Account Register  </li></ul></ul><ul><...
Appendix B: Online Setup
Express Setup for a Bank Account Single access point for creating new accounts - less confusion
Choose the financial institution Customer can start typing name or scroll through the list
Customer guided to choose ‘Online’  Quicken Mac defaults to “Online” - same as Windows The remainder of the Setup dialogs ...
Customer enters Customer ID and PIN Supports ACCTINFO for bank, credit card & investment accounts Financial institution’s ...
Retrieving account information Quicken goes online to retrieve accounts based on Customer ID
Quicken displays accounts For financial institutions that support ACCTINFO,  Quicken retrieves all available accounts.
Customer names the account Clicking on “Select an account” gives the customer the choice of creating a new account or matc...
Complete naming the accounts Now we’re ready to add these new accounts to Quicken
Quicken retrieves transactions Quicken goes online to retrieve the latest transactions for each account
Accounts are created in Quicken <ul><ul><li>Customer’s accounts are created </li></ul></ul><ul><ul><li>Latest transactions...
Closing Notes on Account Setup  <ul><li>Improvements in Account Setup since Quicken 2005 </li></ul><ul><ul><li>Supports AC...
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Print Basic Quicken Mac 2006 Materials

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Transcript of "Print Basic Quicken Mac 2006 Materials"

  1. 1. - Quicken 2006 for Mac - Training
  2. 2. Quicken 2006 System Requirements <ul><li>Operating Systems </li></ul><ul><ul><li>Mac OS 10.4.1 </li></ul></ul><ul><ul><li>Mac OS 10.3.9 </li></ul></ul><ul><ul><li>Mac OS 10.2.8 </li></ul></ul><ul><li>Memory </li></ul><ul><ul><li>128 MB installed RAM </li></ul></ul><ul><li>Hard Disk Space </li></ul><ul><ul><li>100 MB - free disk space required for installation </li></ul></ul><ul><ul><li>40 MB - total size of installed files </li></ul></ul><ul><li>Monitor </li></ul><ul><ul><li>Color monitor with at least 1024x768 resolution </li></ul></ul><ul><ul><li>Thousands of colors </li></ul></ul><ul><li>CD-ROM Drive </li></ul><ul><ul><li>Double speed or faster </li></ul></ul><ul><li>Internet Connection </li></ul><ul><ul><li>56 Kbps or faster modem for online features </li></ul></ul>
  3. 3. <ul><li>Smart Payees </li></ul><ul><ul><li>Customers can personalize downloaded payee names </li></ul></ul><ul><ul><li>Very similar to Renaming Rules in Quicken Windows </li></ul></ul><ul><li>Multiple Customer IDs </li></ul><ul><ul><li>Husband and wife with different Customer IDs can download all accounts at a given financial institution </li></ul></ul><ul><ul><li>Addresses a major complaint from both customers and financial institutions </li></ul></ul><ul><li>Backup to .Mac </li></ul><ul><ul><li>Convenient offsite backup of customer’s data file </li></ul></ul><ul><ul><li>Easy to locate backup copies, upgrade computers, etc. </li></ul></ul><ul><li>New frequency options for Scheduled Transactions </li></ul><ul><ul><li>Customers have more control over scheduling recurring bills and deposits </li></ul></ul><ul><ul><li>New in Quicken 2005… </li></ul></ul><ul><ul><ul><li>Account Setup - complete overhaul </li></ul></ul></ul><ul><ul><ul><li>Supports ACCTINFO for simplified setup </li></ul></ul></ul><ul><ul><ul><li>Steps mirror Quicken for Windows </li></ul></ul></ul><ul><ul><ul><li>Single window to manage all account details </li></ul></ul></ul><ul><ul><ul><li>Streamline how customers add online access to an account </li></ul></ul></ul><ul><ul><ul><li>Supports Web Connect investment download </li></ul></ul></ul>Quicken 2006 for Mac - New Features
  4. 4. Download Transactions Window User Interface Changes
  5. 5. Download Transactions Window Quicken 2005 Download Transactions Window Quicken 2006 Download Window 1.) Get Online Data changed to Download 2.) Accept/Match buttons moved 3.) Financial Institution drop down rolled into Accounts 4.) Status is now represented by orange Matched/New icons
  6. 6. Multiple Customer IDs Account popup
  7. 7. Multiple Customer IDs Couples with accounts at the same financial institution can download all accounts into Quicken Mac
  8. 8. Supporting Quicken Mac <ul><li>Course Materials </li></ul><ul><li>Intuit.com/support </li></ul><ul><li>Fi.intuit.com </li></ul><ul><li>Simulator Tool </li></ul>
  9. 9. Appendix A: Major Online Feature Areas
  10. 10. Online Features in Quicken for Mac <ul><li>Download Transactions </li></ul><ul><li>One Step Update </li></ul><ul><li>Scheduled Updates </li></ul><ul><li>PIN Vault </li></ul><ul><li>History of Online Activity </li></ul><ul><li>Online Payments </li></ul>
  11. 11. Access Online Features 1 Select Online Menu
  12. 12. Download Transactions Window Quicken 2005 Download Transactions Window Quicken 2006 Download Window 1.) Get Online Data changed to Download 2.) Accept/Match buttons moved 3.) Financial Institution drop down rolled into Accounts 4.) Status is now represented by orange Matched/New icons
  13. 13. One Step Update Access Point: Online Menu > One Step Update
  14. 14. Scheduled Updates Access Point: Online Menu > Scheduled Updates
  15. 15. PIN Vault Access Point: Online Menu > PIN Vault
  16. 16. History of Online Activity Access Point: Online Menu > One Step Update > History Tab
  17. 17. Online Payments <ul><li>Where customers go to enter a payment </li></ul><ul><ul><li>Account Register </li></ul></ul><ul><ul><li>Write Checks window </li></ul></ul><ul><li>Where customers go to send a payment </li></ul><ul><ul><li>One Step Update </li></ul></ul><ul><ul><li>Write Checks window </li></ul></ul><ul><ul><li>Outbox (see screenshot) </li></ul></ul>Access Point: Online Menu > Outbox
  18. 18. Appendix B: Online Setup
  19. 19. Express Setup for a Bank Account Single access point for creating new accounts - less confusion
  20. 20. Choose the financial institution Customer can start typing name or scroll through the list
  21. 21. Customer guided to choose ‘Online’ Quicken Mac defaults to “Online” - same as Windows The remainder of the Setup dialogs are for Direct Connect
  22. 22. Customer enters Customer ID and PIN Supports ACCTINFO for bank, credit card & investment accounts Financial institution’s phone number displayed at the bottom
  23. 23. Retrieving account information Quicken goes online to retrieve accounts based on Customer ID
  24. 24. Quicken displays accounts For financial institutions that support ACCTINFO, Quicken retrieves all available accounts.
  25. 25. Customer names the account Clicking on “Select an account” gives the customer the choice of creating a new account or matching the downloaded account to an existing Quicken account. Here, the user chooses to name the account “Anytown Checking”
  26. 26. Complete naming the accounts Now we’re ready to add these new accounts to Quicken
  27. 27. Quicken retrieves transactions Quicken goes online to retrieve the latest transactions for each account
  28. 28. Accounts are created in Quicken <ul><ul><li>Customer’s accounts are created </li></ul></ul><ul><ul><li>Latest transactions are downloaded </li></ul></ul><ul><ul><li>Account balance matches the website </li></ul></ul>
  29. 29. Closing Notes on Account Setup <ul><li>Improvements in Account Setup since Quicken 2005 </li></ul><ul><ul><li>Supports ACCTINFO </li></ul></ul><ul><ul><li>Fewer steps and less time </li></ul></ul><ul><ul><li>Steps mirror Quicken Windows for bank and credit card </li></ul></ul><ul><li>Where Quicken Mac differs from Windows: </li></ul><ul><ul><li>Blueprint information not displayed </li></ul></ul><ul><ul><li>Downloaded transactions not automatically categorized </li></ul></ul><ul><ul><li>For investment accounts (during initial setup) </li></ul></ul><ul><ul><ul><li>Balances and holdings are not retrieved </li></ul></ul></ul><ul><ul><ul><li>No transactions are downloaded </li></ul></ul></ul>
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