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Easy Quicken 2004
- By Sherry Kinkoph Gunter
- Published Oct 20, 2003 by Que. Part of the Easy series.
Book
- This product currently is not for sale.
Description
- Copyright 2004
- Dimensions: 8" x 10"
- Pages: 256
- Edition: 1st
- Book
- ISBN-10: 0-7897-3073-1
- ISBN-13: 978-0-7897-3073-2
Teaches readers how to use Quicken to organize their financial information with a full-color, visual format.
- There are over 15 million active Quicken users and over 11 million US households pay bills online.
- This is the only visual book available on Quicken! Readers need not waste time wading through a text-heavy manual.
- Through 100 task-based lessons, readers visually learn how to set up and track checking and savings accounts, investments, and pay bills online.
Sample Content
Table of Contents
Introduction.
1. Getting Started with Quicken.
Starting Quicken. Exiting Quicken. Understanding the Quicken Window. Working with Menus and Toolbars. Setting Up Preferences. Customizing the Quicken Home Page. Finding Help.
2. Setting Up Accounts.
Completing New User Setup. Viewing Accounts. Customizing an Account Register. Editing Account Details. Adding an Account. Creating Categories. Editing Categories. Creating Classes. Deleting an Account. Hiding an Account.
3. Entering and Editing Transactions.
Recording a Check. Entering a Deposit. Splitting a Transaction. Creating a New Number Field Label. Entering a Withdrawal. Entering an ATM Transaction. Transferring Funds. Editing a Transaction. Voiding a Transaction. Finding a Check or Transaction. Changing the Register Display. Creating Checks to Print. Printing Checks. Printing the Account Register. Creating a Register Report. Viewing Transactions in the Calendar.
4. Speeding Up Transaction Entries.
Using Pop-Up Calendars. Using Pop-Up Calculators. Using QuickFill with New Transactions. Viewing Memorized Transactions. Editing the Memorized Transaction List. Adding a New Memorized Transaction. Locking and Unlocking Memorized Transactions. Scheduling a Transaction. Viewing the Scheduled Transaction List. Applying a Scheduled Transaction. Editing a Scheduled Transaction. Using Alerts. Using Paycheck Setup.
5. Balancing Accounts.
Starting an Account Reconciliation. Clearing a Transaction. Adjusting a Transaction. Entering a Missing Transaction. Finishing the Reconciliation. Printing the Reconciliation Report.
6. Using Online Banking Features.
Setting Up Quicken's Internet Connection. Finding a Participating Institution. Setting Up Quicken Bill Pay. Setting Up an Online Payee. Paying a Bill Online. Canceling an Online Payment. Updating Account Information. Using the PIN Vault. Emailing Your Financial Institution. Using WebEntry to Enter Transactions. Downloading WebEntry Transactions.
7. Tracking Your Cash Flow.
Viewing the Cash Flow Center. Setting Up Cash Flow Alerts. Viewing Cash Flow Reports. Creating a Customized Report. Tracking Your Pocket Cash.
8. Tracking Credit Card Debt.
Creating a Credit Card Account. Entering Credit Card Charges. Paying Credit Card Bills. Reconciling a Credit Card Account. Creating a Register Report. Viewing an Expense Summary Graph.
9. Tracking Loans.
Tracking a House Loan. Editing Your Loan Information. Recording a Loan Payment. Using the Loan Calculator. Using the College Calculator. Using the Debt Reduction Planner.
10. Tracking Investments.
Setting Up an Investment Account. Recording an Investment Transaction. Viewing Your Portfolio. Setting Up an Investment Alert. Downloading Stock Quotes. Viewing Securities and Reports. Using the Retirement Calculator.
11. Setting Up a Budget.
Creating a Budget. Editing a Budget. Deleting a Budget. Setting a Budget Alert. Creating a Budget Report.
12. Using Quicken's Planning and Organizing Features.
Viewing the Planning Center. Viewing the Tax Center. Estimating Taxes Using the Tax Planner. Setting Up Tax-Related Categories. Finding More Tax Deductions. Organizing Emergency Records.
13. Managing Quicken Data Files.
Assigning a Password. Changing or Removing a Password. Backing Up Your Quicken Data. Restoring a Backup File. Creating Another Quicken Data File. Creating a Year-End Data File Copy. Exporting Data. Importing Data.
Glossary.
Index.