Quicken Tutorial: How To Add A 401k, 403b, or 457 Account

How To Add A 401k, 403b, or 457 Account

This step-by-step, narrated, video tutorial will visually teach you how to add a employer sponsored retirement account, like a 401k, 403b, or a 457, in the Quicken Personal Finance Software suite.

Before You Start:

  • Have your latest retirement account statement, or initial retirement investment plan information
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Quicken Tutorial: How To Add A Credit Card Account

How To Add A Credit Card Account

This step-by-step, narrated, video tutorial will visually teach you how to add a credit card account in the Quicken Personal Finance Software suite.

Before You Start:

  • Have your latest credit card account statement, or initial balance (if you have a brand new account) available.
  • Optional: Your online credentials/login
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Quicken Tutorial: How To Add A Savings Account

How To Add A Savings Account

This step-by-step, narrated, video tutorial will visually teach you how to add a savings account in the Quicken Personal Finance Software suite.

Before You Start:

  • Have your latest savings account statement, or initial deposit receipt (if you have a brand new account) available.
  • Optional: Your online credentials/login information for
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Quicken Tutorial: How To Add A Checking Account

How To Add A Primary Checking Account

This is the first in a series of step-by-step, video tutorials that will visually teach you how to use Quicken Personal Finance Software to manually track your finances. This episode covers the initial setup of Quicken and will guide you through how to add your first account, a … Continue Reading

Stop Taking Your Finances So Seriously

The other week I was browsing some personal finance blogs before bed. One of the blogs I read talked about the Fidelity American Express card, which is offering a sign-up bonus. I left a comment to correct the author on the rewards terms and then proceeded to reply to a few other comments with the … Continue Reading

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