Quicken for Windows by Sandberg, Bobbi -- Read -- Imperial Library of Trantor

Using Account Registers Working with QuickFill and Memorized Payees Understanding Splits Tracking Credit Cards with Quicken Writing and Printing Checks in Quicken Printing Quicken Checks Transferring Money

Working with Existing Transactions

Searching for Transactions

Quicken’s Other Account Features

Adding Notes, Flags, and Alerts Attaching Checks, Receipts, or Other Images Watching Your Credit Score

6 Downloading into Quicken

Online Account Services

Understanding Transaction Download Introducing Online Payment and Quicken Bill Pay Setting Up Online Account Services Checking Online Account Service Status

The Online Center

Using the Online Center Window Downloading Transactions Making Online Payments

Part Three Tracking Your Money

7 Recording Your Bills and Paychecks

Bills and Income Reminders

Being Reminded Creating Reminders from Downloaded Transactions

Working with the Bills & Income Tab

Using the Bills Center

Use Bill Reminders

Managing Reminders Using the Financial Calendar

Useful Quicken Features

Minding Your Bills Using the Paycheck Setup Wizard

A Closer Look at the Spending Tab

Exploring the Spending Graph Using the Spending Register Creating the Address Book

About Alerts

Viewing Available Alerts Groups

8 Reconciling to the Bank

Reconciling Bank Accounts

Starting a Reconciliation Comparing Transactions to a Paper Statement Identifying Reconciled Items Finishing Up

Other Reconciliation Tasks and Features

Reconciling Credit Card Accounts Printing a Reconciliation Report Undoing Reconciled Transactions

9 Managing Your Investments

Quicken Investment Basics

Understanding Your Portfolio Creating Investing Accounts Setting Up Transaction Downloads

Working with Investment Accounts

Understanding the Investment Transaction List Exploring the Account Overview Window Using the Investment Transaction Dialog Entering Common Transactions

Working with the Security List

Viewing the Security List

Downloading Quotes and Investment Information

Downloading Online Quotes Creating a Watch List

Using Investing.Quicken.com for Updates

Exporting Your Portfolio Utilizing Quote Lookup Using Online Research

Part Four Assessing Your “Money’s Worth”

10 Working with Your Assets

The Basics

Understanding Assets and Debts Creating Property and Debt Accounts

Loan Accounts in Quicken

Creating a Loan Account Viewing Loan Information Making Loan Payments Modifying Loan Information

Other Asset Transactions

Adding and Disposing of Assets Updating Asset Values

The Property & Debt Tab

Exploring the Net Worth View Using the Property View Opening the Debt View Accessing Property and Debt Account Registers

Creating Alerts for Property and Debt Accounts

Setting Up Property and Debt Alerts

11 Understanding Your Financial Position

Using the Investing Tab

Working with the Portfolio View Using the Portfolio X-Ray Studying Your Performance Exploring Asset Allocation Updating Your Investments Working with Reports Utilizing Investing Tab Tools

Using Investment Analysis Tools

Using Asset Allocation Analyzing Your Portfolio Previewing Your Buy/Sell Decisions Estimating Capital Gains Setting Investment Alerts

Part Five Looking Toward Tomorrow

12 Using Quicken Tools for Future Planning

Planning for Retirement

Planning Your Steps

Getting Started with the Quicken Lifetime Planner

Setting Plan Assumptions Savings & Investments Viewing Plan Results

The “What If” Alternatives

Setting “What If” Options Using “What If” Results Finding More Planning Tools

A Look at Quicken’s Financial Calculators

Learning About Financial Calculators Accessing the Financial Calculators

Using the Financial Calculators

Working with the Retirement Calculator Running the College Calculator Evaluating the Refinance Calculator Planning with the Savings Calculator Using the Loan Calculator

13 Saving Money by Reducing Debt

Reducing Your Debt

Taking Control Using the Debt Reduction Planner

Budgeting with Quicken

Quicken’s Automatic Budget Understanding Quicken’s Automatic Budget Working with Your Automatic Budget The Annual View Creating Your Own Budget

Where Does Your Money Go?

Forecasting for Your Future Understanding Why We Save Using Savings Goals

14 Preparing for Taxes

Tax Information in Accounts and Categories

Including Tax Information in Accounts Connecting Tax Information with Categories

Tax Reports Online Tax Tools About TurboTax

Using TurboTax

Planning to Avoid Surprises

Working with the Tax Planner Creating Scenarios

Meeting the Estimators

Minimizing Taxes by Maximizing Deductions Utilizing the Itemized Deduction Estimator Exploring the Tax Withholding Estimator Understanding the Tax Center

15 Using Quicken Reports

Quicken Reports Overview

Reviewing Report and Graph Types Creating Reports and Graphs

Working with Reports and Graphs

Working with a Report Window Customizing Reports and Graphs Working with Subreports Saving Reports and Graphs Exporting Your Reports Printing Reports and Graphs

Part Six Appendixes

A Managing Quicken Files

Working with Multiple Data Files

Creating a New Data File Opening, Saving, and Showing Quicken Data Files

Password-Protecting Quicken Data

Protecting a Data File Protecting Existing Transactions Working with Passwords

Backing Up Your Quicken Data File

Setting Backup Preferences Backing Up Your Data Restoring Data Files

Additional File Procedures

Importing Files into Quicken Exporting Quicken Files Working with Additional File Operations Setting Up Printers Setting Up for Check Printing Using Keyboard Shortcuts

B Customizing Quicken

Customizing Quicken’s Interface

Creating Custom Home Tab Views Re-creating the Summary View Crafting an Analysis & Reports View Customizing the Toolbar

Setting Preferences

Telling Quicken Your Preferences

Useful Tips

Converting Your Older Quicken Files to a New Computer Changing Multiple Transactions

Quicken Emergency Records Organizer

Using the Emergency Records Organizer Creating Reports in the Emergency Records Organizer

Index

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