Basic Instructions for Quicken 2009

Transcription

1 Basic Instructions for Quicken 2009 Please follow the instructions below to set up a new account with Quicken using Quicken Create a new data file to download your Prudential Retirement account(s) into Quicken 2009 by choosing the 1 st radio button, and select Next. If you are already a Quicken user, select the 2 nd radio button. Please note that these instructions were created by Prudential Retirement to assist participants with their retirement planning. For specific information, or more detailed instructions, please contact Quicken directly at

2 Choose the name for your file, or use the default name offered, and select Next.

3 Follow the steps to Register Now.

4 Once successfully completed, you will see the following screen: Click Close to start adding accounts and begin using Quicken.

5 As you can see from the screen shot, there are a few Quicken tutorials available to help you through this process. Overall the software is pretty easy to use. At this point you are registered and can begin adding accounts. Unfortunately, because the Quicken 2009 software requires a routing number for certain account types, there is a special process you will need to follow in order to set up your Prudential Retirement account. Normally you would use the Add Account option, but when adding your Prudential Retirement account information, you will need to go to the Toolbar at the top of the screen and choose Tools.

6 Choose Account List from the Tools dropdown. Press Control and Shift simultaneously and click the Add Accounts button at bottom of the page. This process, while a little cumbersome, will allow you to add your retirement plan account while bypassing the routing number issue. You may then follow the screen prompts as shown below:

7 Enter Prudential Retirement as the Financial Institution. Choose a Name for the account.

8 Make a selection on how to set up the Prudential Retirement account(s) and select Next.

9 Input your Prudential Retirement User ID in the Customer ID box, and use your Prudential Retirement password for the Password input boxes.

10 You will now have to enter your Prudential account information so Quicken knows which account to access (some people have multiple retirement plans with Prudential). Follow the example below to enter in the information correctly. Once entered Quicken will automatically connect to Prudential for confirmation of account, and download the latest information. Enter your Quicken Account Number in this format: ppppppx000000xnnnn Refer to the legend below and the examples on the next page for more information. pppppp X This is your six digit plan number found on your statement or Personal Information screen on the website. This is the upper case letter X and must be included This is your six digit sub plan number (if you have one). The sub plan number should be on your statement or Personal Information screen on the website. If you do not have one, enter X nnnn This is the upper case letter X and must be included. This is the last four numbers of your Social Security number.

11 Example 1: Plan number: Sub plan number: Social Security number: Quicken account number: X304545X6789 Example 2: Plan number: 4545 No sub plan number Social Security number: Quicken account number: 4545X000000X6789 Some retirement plans have investment options that are not publicly traded or do not have a ticker symbol, and will therefore not update automatically when using Quicken. If you find that your account contains one of these investment options you will need to manually trigger the system to update the values. To do this, select the Update Transaction button in Quicken. This will trigger Quicken to calculate the estimated price of the investment option based on the information available. Intuit, the Intuit logo, Quicken, and QuickBooks are registered trademarks and/or registered service marks of Intuit Inc., or one of its subsidiaries, in the United States and other countries. Prudential Retirement, Prudential Financial, PRU, Prudential and the Rock logo are registered service marks of The Prudential Insurance Company of America, Newark, NJ and its affiliates. Prudential Retirement is a Prudential Financial business. Prudential Financial is not affiliated with Intuit, Inc. Edition 4/2009