# Getting Started

## The Welcome to &appname;! Screen

Welcome to &appname;! Screen

This screen is intended for you to use to get up and running quickly. The Cancel button is used to exit the screen. It will then prompt you with Display Welcome Dialog Again?.

Display Welcome Dialog Again?

If you do not want to see the Welcome to &appname;! menu again click the No button. Click the Yes button or press the keyboard Enter key for the default which is to have the Welcome to &appname;! screen run again.

Selecting either of these options will leave you with a minimal &app; main window. Operations in this window are described in .

Minimal &app; main window

## New Account Hierarchy Setup

This assistant helps you to create a set of &app; accounts. It will appear if you choose Create a new set of accounts in the Welcome to &appname;! menu, or if you select File New .

## Import QIF Files

This Assistant helps you import Quicken QIF files. It will appear if you choose Import my QIF files in the Welcome to &appname;! menu.

To start this assistant manually go to File Import ... Import QIF... .

In the following all the screens that you can see in this assistant are described in order of appearance.

1. The Import QIF files assistant opens with a screen that briefly describes what this assistant does and requests the file(s) to import. The three buttons at the very bottom of the screen will not change while using the assistant.

   - Cancel: exit the process and cancel importing QIF files.

     If you click this button, any selections you have made up to this point will be lost.

   - Back: brings up the previous screen so that you can change a previous selection until the first screen.

   - Forward: brings up the next screen so you can continue through the assistant.

2. The next screen allows you to Select a QIF file to load. The Select... button on this screen is used to access the list of files. The Select... button brings up the Select QIF File dialog.

   Navigate to where you have stored your QIF files and select the first one then click Import. The next screen will display it in the Select a QIF File to Load field.

   If the file you are loading does not have an QIF date listed in it you will see the Set a date format for this QIF file screen. Select the proper format from the pull down list and continue.

   If the file you are loading does not have an account name listed in it you will see the Set the default QIF account name screen. Otherwise you will skip this screen and go on to the screen in the next section that shows loaded QIF files.

   - The Account name: field is used to set an account name for this QIF file.

3. The next screen shows you the QIF files you have loaded. You can use this screen to return to the previous screen and load more QIF files. It will also let you unload any files you have loaded by mistake.

   - The top panel shows the list of QIF Files you have loaded.

   - The Load another file button takes you back to the previous screen to load another QIF file.

   - The Unload selected file button allows you to select a file from the top panel and remove it from the list.

   When you have selected all the QIF files to be imported, click the Forward button.

4. Depending on the type of data contained in the QIF files to be imported, you may see only one or all of the following screens:

   Accounts and stock holdings

     This screen gives a description of the Accounts and stock holdings matching process on the following Match QIF accounts with &appname; accounts screen.

     This and other informational screens in the Import QIF files assistant can be turned off in the Online Banking tab (see ) under &appname; Preferences.

     The next screen lets you Match QIF accounts with &appname; accounts. You will see a list of QIF account names on the left and suggested &appname; account names on the right. The New? column indicates if the &app; account name will be created by the QIF Import.

     To change the &app; account to a different one select the QIF account. A screen will pop up to select another account or create a new one.

     - Select an account from the list to choose a already existing account.

     - The New Account button allows you to add a new account name as a sub-account (child of selected) of the selected account.

     - The OK button is used to confirm your selection.

     - The Cancel button is used to exit the dialog without using any changes you have made.

   Income and Expense categories

     This screen gives a description of the Income and Expense categories matching process on the following Match QIF categories with &appname; accounts screen.

     This and other informational screens in the Import QIF files assistant can be turned off in the Online Banking tab (see ) under &appname; Preferences.

     The next screen lets you Match QIF categories with &appname; accounts. You will see a list of QIF category names on the left and suggested &appname; account names on the right. The New? column indicates if the &app; account name will be created by the QIF Import.

     To change the &app; account to a different one select the QIF category. A dialog will pop up to select another account or create a new one.

     - Select an account from the list to choose a already existing account.

     - The New Account button allows you to add a new account name as a sub-account (child of selected) of the selected account.

     - The OK button is used to confirm your selection.

     - The Cancel button is used to exit the dialog without using any changes you have made.

   Payees and memos

     This screen gives a description of the Payees and memos matching process on the following Match payees/memos to &appname; accounts screen.

     This and other informational screens in the Import QIF files assistant can be turned off in the Online Banking tab (see ) under &appname; Preferences.

     The next screen lets you Match payees/memos to &appname; accounts. You will see a list of QIF payee/memo names on the left and suggested &appname; account names on the right. The default &app; account used is called Unspecified. The New? column indicates if the &app; account name will be created by the QIF Import.

     To change the &app; account to a different one select the QIF payee/memo. A dialog will pop up to select another account or create a new one.

     - Select an account from the list to choose a already existing account.

     - The New Account button allows you to add a new account name as a sub-account of the selected account.

     - The OK button is used to confirm your selection.

     - The Cancel button is used to exit the dialog without using any changes you have made.

5. The next screen allows you to Enter the QIF file currency. The drop down list defaults to the currency configured in the Accounts tab (see ) under &appname; Preferences. If you wish the new accounts to use a different currency, select one from the list.

   When you have selected the currency, click the Forward button.

6. Depending on the type of data contained in the QIF files to be imported, you may or may not see one or more of the following screens:

   Tradable Commodities

     This screen gives a description of the Tradable Commodities process on the screen.

     This and other informational screens in the Import QIF files assistant can be turned off in the Online Banking tab (see ) under &appname; Preferences.

     A series of screens, one for each of the stock, mutual fund, or commodity, displays the exchange, full name, and symbol for each of the commodities listed in the QIF file you are importing so that you can check them before proceeding.

   Match duplicate transactions

     This screen gives a description of the Match duplicate transactions process on the following Select possible duplicates screen.

     This and other informational screens in the Import QIF files assistant can be turned off in the Online Banking tab (see ) under &appname; Preferences.

     The next screen lets you Select possible duplicate transactions. Imported transactions are shown on the left panel and possible matches to each selected transaction are shown on the right.

     - The left panel shows the list of Imported transactions to select from for matching duplicates

     - The right panel shows the list of possible duplicates for the selected imported transaction. Select the one that most closely matches

7. The last screen, Update your &appname; accounts, gives you a list of three choices to finish the assistant.

   - Cancel: exit the process and cancel importing QIF files.

     If you click this button, any selections you have made up to this point will be lost.

   - Back: brings up the previous screen so that you can change a previous selection until the first screen.

   - Forward: imports the data and creates the accounts you have specified.

You should now have successfully imported your accounts.

Imported transactions might need to be reconciled. This process is described in the &app; Tutorial and Concepts guide.

## The Tip of The Day Screen

Tip of The Day Screen

The Tip of the Day screen starts whenever you start &app; unless it has been disabled in the &appname; Preferences. It gives tips on features and using &app;. You can use the three buttons at the bottom of the screen to look through the tips:

Previous

Before &app; version 3.0 it was labeled Prev.

  Shows the previous tip

Next

Before &app; version 3.0 it was labeled Forward.

  Shows the next tip

Close

  Dismiss the Tip of the Day screen

The checkbox Show tips at startup can be used to enable or disable the Tip of the Day from running at &app; start-up.

It is also possible to configure the Tip of the Day to run at start-up by the checkbox Display "tip of the day" dialog on the General tab of Edit Preferences , see .

The Tip of the Day can also be run manually by going to Help Tip of the Day .