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    Print Basic Quicken Mac 2006 Materials Print Basic Quicken Mac 2006 Materials Presentation Transcript

    • - Quicken 2006 for Mac - Training
    • Quicken 2006 System Requirements
      • Operating Systems
        • Mac OS 10.4.1
        • Mac OS 10.3.9
        • Mac OS 10.2.8
      • Memory
        • 128 MB installed RAM
      • Hard Disk Space
        • 100 MB - free disk space required for installation
        • 40 MB - total size of installed files
      • Monitor
        • Color monitor with at least 1024x768 resolution
        • Thousands of colors
      • CD-ROM Drive
        • Double speed or faster
      • Internet Connection
        • 56 Kbps or faster modem for online features
      • Smart Payees
        • Customers can personalize downloaded payee names
        • Very similar to Renaming Rules in Quicken Windows
      • Multiple Customer IDs
        • Husband and wife with different Customer IDs can download all accounts at a given financial institution
        • Addresses a major complaint from both customers and financial institutions
      • Backup to .Mac
        • Convenient offsite backup of customer’s data file
        • Easy to locate backup copies, upgrade computers, etc.
      • New frequency options for Scheduled Transactions
        • Customers have more control over scheduling recurring bills and deposits
        • New in Quicken 2005…
          • Account Setup - complete overhaul
          • Supports ACCTINFO for simplified setup
          • Steps mirror Quicken for Windows
          • Single window to manage all account details
          • Streamline how customers add online access to an account
          • Supports Web Connect investment download
      Quicken 2006 for Mac - New Features
    • Download Transactions Window User Interface Changes
    • 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
    • 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
      • Course Materials
      • Intuit.com/support
      • Fi.intuit.com
      • Simulator Tool
    • Appendix A: Major Online Feature Areas
    • Online Features in Quicken for Mac
      • Download Transactions
      • One Step Update
      • Scheduled Updates
      • PIN Vault
      • History of Online Activity
      • Online Payments
    • Access Online Features 1 Select Online Menu
    • 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
    • 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
      • Where customers go to enter a payment
        • Account Register
        • Write Checks window
      • Where customers go to send a payment
        • One Step Update
        • Write Checks window
        • Outbox (see screenshot)
      Access Point: Online Menu > Outbox
    • 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 are for Direct Connect
    • Customer enters Customer ID and PIN Supports ACCTINFO for bank, credit card & investment accounts Financial institution’s phone number displayed at the bottom
    • 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 matching the downloaded account to an existing Quicken account. Here, the user chooses to name the account “Anytown Checking”
    • 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
        • Customer’s accounts are created
        • Latest transactions are downloaded
        • Account balance matches the website
    • Closing Notes on Account Setup
      • Improvements in Account Setup since Quicken 2005
        • Supports ACCTINFO
        • Fewer steps and less time
        • Steps mirror Quicken Windows for bank and credit card
      • Where Quicken Mac differs from Windows:
        • Blueprint information not displayed
        • Downloaded transactions not automatically categorized
        • For investment accounts (during initial setup)
          • Balances and holdings are not retrieved
          • No transactions are downloaded