1 - Quicken 2006 for Mac - Training

2 Quicken 2006 System Requirements  Operating Systems  Mac OS  Mac OS  Mac OS  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

3  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

4 Download Transactions Window User Interface Changes

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 Multiple Customer IDs Account popup

7 Multiple Customer IDs Couples with accounts at the same financial institution can download all accounts into Quicken Mac

8 Supporting Quicken Mac  Course Materials  Intuit.com/support  Fi.intuit.com  Simulator Tool

9 Appendix A: Major Online Feature Areas

10 Online Features in Quicken for Mac  Download Transactions  One Step Update  Scheduled Updates  PIN Vault  History of Online Activity  Online Payments

11 Access Online Features 1 Select Online Menu

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 One Step Update Access Point: Online Menu > One Step Update

14 Scheduled Updates Access Point: Online Menu > Scheduled Updates

15 PIN Vault Access Point: Online Menu > PIN Vault

16 History of Online Activity Access Point: Online Menu > One Step Update > History Tab

17 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

18 Appendix B: Online Setup

19 Express Setup for a Bank Account Single access point for creating new accounts - less confusion

20 Choose the financial institution Customer can start typing name or scroll through the list

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 Customer enters Customer ID and PIN Supports ACCTINFO for bank, credit card & investment accounts Financial institution’s phone number displayed at the bottom

23 Retrieving account information Quicken goes online to retrieve accounts based on Customer ID

24 Quicken displays accounts For financial institutions that support ACCTINFO, Quicken retrieves all available accounts.

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 Complete naming the accounts Now we’re ready to add these new accounts to Quicken

27 Quicken retrieves transactions Quicken goes online to retrieve the latest transactions for each account

28 Accounts are created in Quicken Customer’s accounts are created Latest transactions are downloaded Account balance matches the website

29 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