CUSTOMIZING QUICKEN FILES

A customized Quicken file will not only produce more helpful financial, tax, and investment information, but it will save time and effort when various functions are performed. Customizing a file entails identifying accounts and selecting categories (along with subcategories and possibly classes) with your particular needs in mind. Each of the tax-related categories, subcategories, and classes, if any, is linked with the appropriate tax schedule line. (Please see the COMPILING TAX DATA page.) We will also enter your scheduled transactions. Because the manner in which transactions are entered is a critical element in obtaining complete and accurate information, we provide instructions on entering data properly. Maintenance steps that should be done periodically to keep a file in optimal order are also provided.

NEW USERS: We will customize a Quicken file so that the financial information that best suits your needs can be obtained with the least amount of effort.

CURRENT USERS: We will customize a new Quicken file so that the financial information that best suits your needs can be obtained with the least amount of effort. Your Quicken data will be imported into the new file.

HOW THIS SERVICE WORKS

Before customizing a file, we consult with you to determine the financial, tax, and investment information that you require. The proposed design of your Quicken file will be submitted to you for comment. Upon approval, we will create your file and, for current Quicken users, import data into the new file. Quicken files are exchanged by overnight delivery, by e-mail, or by messenger for those located in New York. Therefore, locale is not an important factor. The average turnaround period is three business days. Since personal finances are a private matter, discretion and data security are of the utmost importance to us.

Charges are based on the time spent customizing a file. The fee is $120 an hour, billed in quarter hour segments. To sign up for this service or for more information, please contact us. Or click here to be contacted.

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