How to use the Quicken Community

  • 205
  • 22
  • Article
  • Updated 3 years ago
  • (Edited)
Hi All,

Welcome to the Quicken Community!  This is the place where you can find answers to your Quicken questions, and get help from experienced users and Quicken employees--here are some guidelines for getting the most out of the community:


If you're interested in reading about how to use Quicken, start with the "Categories" at the top of the homepage--this is a collection of threads with similar topics that review how to use some of the features of Quicken.  Be sure to click the category listed under the Quicken product you’re currently using (either Quicken for Windows or Quicken for Mac).



If you're here because of an issue you’re having with Quicken, or an issue with one of your banks, please check out the “Announcements” section on the upper right of the community homepage, or just click “Announcements” under the Categories area.  It’s likely we’re already working on a solution for your issue.  If you see an announcement about your issue, just click “Follow” to be notified when the issue is resolved.


Finding an Answer

This community has a lot of great information from many Quicken users--so the odds are that your question has already been asked and answered!  Be sure to search for an answer before you post to avoid duplication--if you find a good answer, “Like” it to help other users find it more easily.

If you find a question on your issue without an answer, you can click "Me Too" button to be notified when an answer is available.


Posting to the Community

If you want to post a question, just type it in to the search box at the top of the page.  The community will automatically look for similar questions and answers to help you.  If you don’t see your question, just click the “Continue Creating Conversation” box at the bottom of the page.  After you submit your question, you will automatically receive an email notification when there is a response.  To change this, click on the buttons in the upper right of the post to “Unfollow” or “Un me-too”, or edit your email settings by clicking your username at the top of the page.

Some guidelines to keep in mind when asking a question:

  • Choose the right topic type; you’ll see options to select a Question, Idea, Problem or Praise.  When you click on one of these options, guidelines will appear to let you know if you’ve selected the right topic (the right topic selection=a faster response!).  
  • Add a screenshot or video of what you're seeing (just be sure to cover any personal info!).  
  • Be as detailed as possible--what version of Quicken are you using?  Are you receiving an error?  Which bank are you having issues with?  The more detail you add, the quicker you'll have an answer.  Be sure to pick a product category if one applies:
  • Be respectful--a lot of the folks on this community are users, just like you--treat them like you would want to be treated!
  • If you have specific feedback or ideas for Quicken, be sure to select the “Idea” topic type when you post—this will go directly to our product team.
  • Pay it forward--if you're a Quicken user, see if you can answer some questions while you're here!

Who's Who

You'll find that there are different user roles here in the community, and users are identified by different "badges" next to their usernames when they post.  Here's a quick guide to what they mean:

  • SuperUser - these are other users with a master-level understanding of Quicken, who have answered hundreds (and thousands) of questions on the community; they will answer a wide variety of questions centering on how to use Quicken (anywhere from setting up accounts to tracking your investments).
  • Official Rep - these are Quicken employees who are dedicated to moderating the community and answering questions; Official Reps can help you with Quicken, but they can also work with you if you've got an issue with your Quicken order or questions about managing your account.  The Official Reps will help guide you to support if they can't resolve your issue on the community, and they're available seven days a week--they'll always have the username "Quicken Name" such as "Quicken Kathryn".
  • Employee - these are also Quicken employees and Quicken experts, but they aren't focused full-time on the community; they'll come in and help on occasion, or to ask for product feedback.  Like moderators, they'll always have the username "Quicken Name" such as "Quicken Kathryn"
  • Member - a user is any registered member of the community who doesn't fall into the above groups; users can log in to the community, and ask and answer questions.
  • Alum - a user who was previously an Official Rep or Employee, but who is no longer with Quicken.  This designation is to indicate that their answers have come from official sources, but the user is no longer posting on the community.

Contacting Support

If you've browsed the community, asked your question, and you're still unable to find an answer, then our support team is ready to help.  You can find our support options here:

Please note that there may be a support fee for older Quicken versions.


Thanks, and enjoy your visit!


Quicken Kathryn

Quicken CommunityAdmin
Photo of Quicken Kathryn

Quicken Kathryn, Official Rep

  • 144,520 Points 100k badge 2x thumb

Posted 3 years ago

  • 205
  • 22

There are no replies.

This conversation is no longer open for comments or replies.