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:
Updating
your Community Profile & Notification Settings
If you’re new here, take a few minutes
to update your community profile; just click the small red ‘person’ icon on the
upper right after you log in, then click the small green person and choose “Edit
Profile”:
You’ll then have the option to
customize your picture, your notification settings, and add a signature that
will appear on all of your posts.
Announcements and Alerts
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 posts
marked “Announcement” in the list of threads, or under the search box on the
community homepage. It’s likely we’re already working on a solution for
your issue. If you see an announcement about your issue, just click the
star symbol on the thread to bookmark the post, and you’ll 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 the star symbol on the thread to bookmark the post, and
you’ll be notified when the issue is updated.
Posting to the Community
If you want to post a question, just click the
“New Discussion” button on the Homepage or on top of each thread page. After you submit your question, you will
automatically receive an email notification when there is a response.
Some guidelines to keep in mind when posting
to the community:
- Choose the category that best fits
your specific question, so it’s easier to find and will receive faster
responses.
- 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 a specific 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.
- 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” category 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. 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).
Moderator - these are Quicken employees who are dedicated to
moderating the community and answering questions; Moderators 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 Quicken.com account. The Moderators 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.
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: https://www.quicken.com/contact-support
Remember:
there are unfortunately some predatory companies out there who claim to be
Quicken Support. Quicken Support will
never charge you for help! Always go to
quicken.com/support for our official support page.
Thanks, and enjoy your visit!
