Quicken&#174 · 2009 by Langer, Maria -- Read -- Imperial Library of Trantor

Index

Cover Page Quicken® 2009 THE OFFICIAL GUIDE Copyright page Contents Acknowledgments Introduction Part One Quicken Setup and Basics

1 Getting to Know Quicken

What Is Quicken?

What Quicken Can Help You Do Quicken Basic, Deluxe, Premier, and Premier Home & Business

Getting Started

Installing Quicken Starting Quicken Preparing a Data File Registering Quicken

The Quicken Interface

The Main Window Other Windows Features and Commands

Onscreen Help

Quicken Help Product and Customer Support User Manuals Upgrading Quicken

Exiting Quicken

2 Using Setup Tab Screens

Before You Begin

Data Files Accounts What You Need

The Setup Tab

Overview Accounts Bills and Deposits Categories Tags

3 Setting Up Accounts, Categories, and Tags

Accounts

Types of Accounts Setting Up Accounts Working with the Account List Window

Tags

Displaying the Tag List Window Creating a New Tag Working with the Tag List Window

4 Going Online with Quicken

Going Online

Why Go Online? Security Features Getting Connected

Setting Up and Testing an Internet Connection

Internet Connection Setup Testing Your Connection with a Visit to Quicken.com Troubleshooting Connection Problems

Exploring Quicken's Web-Based Features

An Introduction to Web Surfing Accessing Quicken.com Exploring Quicken Picks

Participating Financial Institutions

Finding a Participating Institution Applying for Online Financial Services

Part Two Banking

5 Recording Bank and Credit Card Transactions

Getting Started

Overview of Accounts and Transactions Creating Banking Accounts Tips for Creating Banking Accounts

Entering Transactions

Using Account Registers Tracking Credit Cards with Quicken Writing Checks Transferring Money

Working with Existing Transactions

Searching for Transactions Sorting Transactions Changing Transactions

Adding Notes and Attachments

Adding Notes, Flags, and Alerts Attaching Checks, Receipts, or Other Images

Printing Checks

Getting the Right Checks Setting Up Printing

6 Using Online Banking Features

Online Account Services

Transaction Download Online Payment and Quicken Bill Pay Costs Security

Setting Up Online Account Services

Applying for Online Account Services Setting Up Online Account Services More About Transaction Download

The Online Center

Using the Online Center Window Making Online Payments Linking a Repeating Online Payment to an Amortized Loan Transferring Money Between Accounts Exchanging E-mail with Your Financial Institution

WebEntry

Entering and Reviewing Transactions Downloading Transactions into Quicken Accepting Transactions Using WebEntry Again

7 Automating Transactions and Tasks

QuickFill and Memorized Payees

How It Works Working with the Memorized Payee List

Bills, Deposits, and Scheduled Transactions

Overview of Scheduled Transactions Making the Most of Scheduled Transactions Creating a Scheduled Transaction Viewing Scheduled Transactions Working with Scheduled Transactions Billminder

Using Paycheck Setup

Getting Started Tracking All Earnings and Deductions Tracking Net Deposits Only Managing Paychecks Entering Paycheck Transactions

Address Book

Displaying the Address Book Window Adding or Modifying Address Book Records Printing Entry Information

One Step Update and the Password Vault

Using One Step Update The Password Vault Scheduling Updates

8 Reconciling Your Accounts

Reconciling Bank Accounts

Getting Started Comparing Transactions Finishing Up First-Time Reconciliations

Other Reconciliation Tasks and Features

Reconciling Credit Card Accounts Printing a Reconciliation Report Identifying Reconciled Items

9 Examining Your Banking Activity

A Closer Look at the Banking Tab

The Cash Flow View Savings Plan View The Summary View The Analysis & Reports View

Cash Flow Alerts

Cash Flow Alerts Overview Setting Up Alerts Working with Alerts

Quicken Reporting Overview

Types of Reports and Graphs 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 Printing Reports and Graphs

Part Three Investing

10 Entering Your Investment Transactions

Quicken Investment Basics

Your Quicken Portfolio The Importance of Portfolio Management Creating Investing Accounts Working with Placeholder Entries

Viewing Investment Accounts

Overview Value View Transactions View

Recording Investment Transactions

Using the Investment Transaction Dialog Entering Common Transactions Entering Transactions in the Transaction List Editing Transactions Adjusting Balances

Working with Securities

Security List Security Type List Investing Goal List Security Detail View

11 Using Transaction Download and Research Tools

Transaction Download

Setting Up Transaction Download Using the Online Center Window

Downloading Quotes, Headlines, and Alerts

Setting Up the Download Updating Information Viewing Downloaded Quotes and Headlines Downloading Historical Quote Information Downloading Asset Class Information

Portfolio Export

Exporting Your Portfolio Checking Your Portfolio on the Web

Using Online Research Tools

Quote Lookup Multiple Security Charting One-Click Scorecard Security Evaluator Mutual Fund Finder

12 Evaluating Your Position

The Investing Tab

Today's Data Performance Analysis Portfolio

Tracking Security Values

Manually Entering Security Prices Viewing Market Values and Performance

Investment Analysis Tools

Asset Allocation Portfolio Analyzer Buy/Sell Preview Capital Gains Estimator

Part Four Net Worth

13 Monitoring Assets and Loans

The Basics

Assets and Debts Loans Types of Loans Tips for Minimizing Loan Expenses

Setting Up Accounts

Choosing the Right Account Creating Asset and Debt Accounts The Account Register

Tracking a Loan

Setting Up a Loan Setting Up Payments Creating an Associated Asset Account Reviewing Loan Information Modifying Loan Information Making a Loan Payment

Recording Other Asset Transactions

Adding and Disposing of Assets Updating Asset Values

14 Managing Household Records

Quicken Home Inventory

Entering Basic Information Adding Details Using the Toolbar Printing Home Inventory Reports Updating Quicken Information

Emergency Records Organizer

Creating and Updating Records Printing Reports

15 Keeping Tabs on Your Net Worth

The Net Worth Tabs

Net Worth Net Worth By Year Net Worth Allocation Net Worth By Year Summary Property & Debt Alerts Account Balances Loan Accounts Summary Auto Expenses Debt Goals

Account Details

Reports and Graphs

Creating Reports Working with the Report Window

Part Five Planning

16 Planning for the Future

Planning for Retirement

The Importance of Planning Planning Steps Don't Wait! Act Now!

Getting Started with the Quicken Planner

Setting Plan Assumptions Reviewing and Changing Assumptions Viewing Plan Results Viewing Event Status and Savings Targets

Using Quicken's Planners

Adding Plan Details with Quicken's Planners

Playing "What If"

Setting "What If" Options Using "What If" Results

17 Using Financial Calculators

A Look at Quicken's Financial Calculators

How the Calculators Work Accessing the Financial Calculators

Using the Financial Calculators

Retirement Calculator College Calculator Refinance Calculator Investment Savings Calculator Loan Calculator

18 Reducing Debt and Saving Money

Reducing Your Debt

Take Control Using the Debt Reduction Planner

Budgeting and Forecasting

Budgeting Forecasting

Saving Money

Why Save? Saving Strategies Types of Savings Accounts Using Savings Goals

Part Six Tax

19 Simplifying Tax Preparation

Tax Information in Accounts and Categories

Including Tax Information in Accounts Including Tax Information in Categories Auditing Your Tax Line Assignments

Tax Reports Online Tax Tools TurboTax Online

20 Planning for Tax Time

Planning to Avoid Surprises

Using the Tax Planner Tax Withholding Estimator The Tax Tab

Minimizing Taxes by Maximizing Deductions

Deduction Finder Itemized Deduction Estimator

Part Seven Appendixes

A Managing Quicken Files

Working with Multiple Data Files

Creating a Data File Opening a Different Data File

Backing Up Your Quicken Data File

Backing Up to Disk Restoring Moving a Quicken Data File Between Two Computers

Other File Management Tasks

Copying the Current Data File Deleting a Data File Renaming a Data File Checking the Integrity of a Data File Making a Year-End Copy of a Data File

Password-Protecting Quicken Data

Protecting a Data File Protecting Existing Transactions Password Tips

B Customizing Quicken

Customizing Quicken's Interface

Creating Custom My Pages Views Customizing the Toolbar

Setting Preferences

Quicken Program Preferences Customize Online Update Options

Index

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