Now do yourself a huge favor and make the switch to Mint.com asap before you get to deep in Quicken.
Mint.com is free, no paying for Quicken and is owned by the company that makes Quicken and lets you do all the things you mentioned on the go from a smart phone or computer.
I'm using Excel and browsing my various accounts online.
I've wanted to put everything into Mint, but I still hold back on that decision though. I just don't want to put all my fancy eggs into one basket of unknown strength. They have their claims of security and all that jazz, but I'd still be handing over all of my identity information, in a nice labeled package with conveniently everything in it, over to a single website.
Then again, I guess it isn't that much different than using Lastpass as a password manager (as I do).
:hmm:
One of these days I might have to take a good look at Mint.com, kind of interested in how much it might help me.