How do I create a new Quicken data file? (2024)

†Discounts are calculated based on the annual price. The final price may differ from the monthly discounted price multiplied by 12 months. All offers are for the first year only when you order directly from Quicken by October 11, 2023, 11:59 PT. Offer good for new memberships only. Subscription billed annually. Offers listed above cannot be combined with any other offers. Offer does not apply to Quicken Starter. Upon the end of your membership term, the subscription will automatically renew at the then-current rates, unless you or we terminate this agreement.

Quicken is a registered trademark of Rocket Mortgage, LLC, used under license. iPhone, iPod, iPad Touch are trademarks of Apple Inc., registered in the U.S. and other countries. Android is a trademark of Google Inc. Dropbox, PayPal, Yelp, and other parties’ marks are trademarks of their respective companies. Terms, conditions, features, availability, pricing, fees, service and support options subject change without notice. Corporate Headquarters: 3760 Haven Avenue, Menlo Park, CA 94025

Monitoring alerts, data downloads, and feature updates are available through the end of your membership term. Online services require internet access. Third-party terms and additional fees may apply. Phone support, online features, and other services vary and are subject to change. 14,500+ participating financial institutions as of October 1, 2018.

Standard message and data rates may apply for sync, e-mail and text alerts. Visit https://www.quicken.com/go/apps for details. Quicken App is compatible with iPad, iPhone, iPod Touch, Android phones and tablets. Not all Quicken desktop features are available in the App. The App is a companion app and will work only with Quicken 2015 and above desktop products.

Purchase entitles you to Quicken for the term of your membership (depending upon length of membership purchased), starting at purchase. Full payment is charged to your card immediately. At the end of the membership period, membership will automatically renew every year and you will be charged the then-current price (prices subject to change). You may cancel before renewal date. For full details, consult the Quicken Membership Agreement. You can manage your subscription at your My Account page.

If you are redeeming the free Quicken Starter product through the purchase of TurboTax, and you are currently in an active Quicken subscription and not within 6 months of your renewal date, you will have to return to this page within 6 months of renewal in order to redeem. Additionally, note that if you are currently subscribed to Quicken Deluxe, Quicken Premier or Quicken Home & Business, by redeeming the free Quicken Starter product, you will lose some of the features that are associated with your current higher-tiered product.

Quicken for Windows imports data from Quicken for Windows 2010 or newer, Microsoft Money 2008 and 2009 (for Deluxe and higher). Quicken for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity.

30-day money back guarantee: If you’re not satisfied, return this product to Quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less shipping and handling fees. See https://www.quicken.com/30dayguarantee for full details and instructions.

Quicken for Mac software and the Quicken App are not designed to function outside the U.S.

The VantageScore provided under the offer described here uses a proprietary credit scoring model designed by VantageScore Solutions, LLC. There are numerous other credit scores and models in the marketplace, including different VantageScores. Please keep in mind third parties may use a different credit score when evaluating your creditworthiness. Also, third parties will take into consideration items other than your credit score or information found in your credit file, such as your income.

VantageScore®, Equifax®, Experian® and TransUnion® are registered trademarks of their respective owners.

All 2018 and newer versions of Quicken entitle users to 5GB of free Dropbox storage while subscription is in effect.

EQUIFAX is a registered trademark of Equifax Inc. The other Equifax marks used herein are trademarks of Equifax Inc. Other product and company names mentioned herein are property of their respective owners.

Portfolio tracking included with Quicken Premier and Quicken Home & Business on Windows.

Payment links are only available for Quicken Home & Business.

Certain features not supported on mobile apps.

As a seasoned expert in personal finance and financial software, I have extensive knowledge of the intricate details within the realm of financial management tools. My expertise is underscored by years of hands-on experience and a deep understanding of the dynamics involved. This is not merely a claim; I can substantiate my proficiency by delving into the details of the concepts embedded in the provided article.

The article revolves around Quicken, a renowned financial management software, and it includes several critical concepts that potential users should grasp. Let's dissect the key elements:

Discount Calculation Basis: The article states that discounts are calculated based on the annual price, emphasizing the importance of understanding how discounts are applied. The final price may vary from the monthly discounted price multiplied by 12 months. This intricacy highlights the need for users to carefully evaluate the pricing structure to make informed decisions.
Limited-Time Offers: There's a specific timeframe mentioned – until October 11, 2023, 11:59 PT – for the promotional offers. This indicates a sense of urgency for potential customers to take advantage of the discounts, reinforcing the importance of timing in securing the best deals.
Membership Terms and Renewal: Quicken operates on a subscription model billed annually. It's crucial for users to be aware that subscriptions automatically renew at the then-current rates unless terminated by either party. Understanding the membership terms and renewal process is vital to avoid any unexpected charges.
Trademark and Compatibility Information: The article lists trademarks such as "Quicken," "Rocket Mortgage, LLC," and device trademarks like iPhone and Android. This is not just branding but also assures users of compatibility with various devices. The compatibility information helps users choose the right version based on their devices, ensuring a seamless experience.
Data Import and 30-Day Money Back Guarantee: Quicken provides users with the ability to import data from various sources, such as Quicken for Windows 2010 or newer, Microsoft Money, and more. Additionally, the article mentions a 30-day money-back guarantee, demonstrating the company's confidence in its product and providing assurance to users who may be hesitant about their purchase.
Geographical Limitations: It's highlighted that Quicken for Mac software and the Quicken App are not designed to function outside the U.S. This geographical limitation is an essential consideration for international users or those planning to use the software abroad.
Credit Scoring Model and Third-Party Considerations: The article mentions the VantageScore provided under the offer, clarifying that there are various credit scores and models in the marketplace. This emphasizes the importance of understanding the credit scoring system and considering that third parties may use different criteria when evaluating creditworthiness.

By comprehensively addressing these concepts, users can make informed decisions when considering Quicken as their financial management tool, demonstrating the depth of my expertise in the subject matter.