Quicken 2015 The Official Guide by Sandberg, Bobbi -- Read -- Imperial Library of Trantor

Index

Title Page Copyright Page Dedication Contents Acknowledgments Introduction Part One: Learning Quicken Basics

1 Installing Quicken and Meeting Its Features

What Is Quicken?

Exploring Quicken’s Uses

Getting Started

Installing Quicken Starting Quicken Creating Your First Account

The Quicken Interface

Exploring the Quicken Window Understanding Online Financial Services

Accounts Using One Step Update and the Password Vault

Setting Up One Step Update Meeting the One Intuit Password Understanding the Password Vault Exiting Quicken

2 Getting Started with Quicken Basics

How Financial Transactions Are Tracked

Bookkeeping with Quicken Reviewing Account Types Exploring the Quicken Window Understanding Other Quicken Features Finding Help in Quicken

As You Begin

Understanding Data Files and Accounts

Accounts

Creating Your First Account

3 Getting Up and Running with Quicken Mobile

Understand Mobile Applications

Appreciating the “Cloud”

Meet Quicken’s Mobile App

About Your Mobile Companion

Beginning with Quicken’s Mobile App

Understanding Your Intuit ID Getting Started from Your Desktop Setting Alerts Showing Your Budget

Using Your Mobile Device

Getting Started on Your Mobile Device Working with the Quicken Mobile Overview Page

4 Working with Accounts, Categories, and Tags

Setting Up Other Banking Accounts

Reviewing Account and Transaction Types Working with Bank Accounts Adding New Accounts Working with the Account List Window

Tags

Using Tags

Part Two: Banking

5 Recording Bank and Credit Card Transactions

Getting Started Quicken’s Registers

Using Account Registers 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 Using Online Banking Features

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

Bills and Income Reminders

Being Reminded Creating Reminders from Downloaded Transactions Working with the Bills Tab Managing Reminders Using QuickFill and Memorized Payees Using the Financial Calendar

Useful Quicken Features

Minding Your Bills Using the Paycheck Setup Wizard Creating the Address Book

About Alerts

Viewing Available Alerts Groups

7 Reconciling Your Accounts and Examining Your Banking Activity

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

A Closer Look at the Spending Tab

Exploring the Spending Graph Using the Spending Register

Part Three: Managing Your Investment Accounts

8 Working with Investment Transactions and Quicken’s Research Tools

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

9 Monitoring Assets and Loans

The Basics

Understanding Assets and Debts Reviewing Loans

Creating Property and Debt Accounts

Creating Asset and Debt Accounts

Loan Accounts in Quicken

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

Other Asset Transactions

Adding and Disposing of Assets Updating Asset Values

Part Four: Understanding Your Financial Position

10 Keeping Tabs on Your Net Worth

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 Working with Property and Debt Alerts

11 Evaluating Your 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: Designing Your Financial Future

12 Planning Your Future and Using Financial Calculators

Planning for Retirement

Planning Your Steps

Getting Started with the Quicken Lifetime Planner

Setting Plan Assumptions 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 Reducing Debt and Saving Money

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

Where Does Your Money Go?

Forecasting for Your Future Understanding Why We Save Saving Strategically Using Savings Goals

14 Planning for Tax Time

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 Creating 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 Data File Opening, Saving, and Copying 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

Index

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