In this video I show you how to download and categorize transactions after creating an account. I also go through some other steps, such as adjusting the opening balance so that the account is ultimately reconciled. I'll discuss some Quicken settings you should enable and disable to make future downloading and categorization easier and less error-prone. Hopefully you find it useful.

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I offer one-on-one and group help with Quicken via video chat. You can book sessions here:
https://www.playlouder.com/reco/yt/utm/bookcall/qkn-download-categorize-transactions

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Watch this video on how my template files can save you a LOT of time!
https://youtu.be/cMQxXtD2Pl0
BUY MY QUICKEN TEMPLATES HERE:
https://www.playlouder.com/reco/yt/utm/qkn-templates/qkn-download-categorize-transactions
(PC and Mac versions included)

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Play Louder is a financial management company that provides independent CFO services to high-income businesses and individuals. The Play Louder blog also serves as an invaluable resource to help individuals and business owners grow their net worth and plan better for their future.

https://www.playlouder.com/reco/yt/utm/homepage/qkn-download-categorize-transactions

We also offer free and paid courses to help you master your finances and find your way to financial freedom. You can find out more about them here.

PERSONAL BUDGETING BASICS ($FREE)
Budget and track your finances
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THE ROADMAP TO FINANCIAL INDEPENDENCE
Budget, keep track of your finances and map out your retirement plan
(It also includes my time-saving template files)
https://www.playlouder.com/reco/yt/utm/funnelpaid/qkn-download-categorize-transactions

If you purchase Quicken through this link, I will receive a small affiliate commission of $10. https://www.playlouder.com/reco/yt/qmf/buy-quicken

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DISCLAIMER: This video and description may contain affiliate links, which means I will receive a commission if you click on one of the product links. This helps me support the channel and allows me to continue making videos like this. I will never support or push a product that I do not believe in. Thanks for the support!

Joe DiSanto is not a licensed CPA or attorney. The content on PlayLouder.com is for informational and educational purposes only and should not be construed as professional financial, tax or legal advice. If you require such advice, please consult a qualified attorney, tax or financial advisor.

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