Quicken 2007: The Official Guide

✍ Scribed by Maria Langer

• Publisher: McGraw-Hill Osborne Media
• Year: 2006
• Tongue: English
• Leaves: 514
• Edition: 1
• Category: Library

✦ Synopsis

The only official guide to Quicken--the #1 personal finance software on the market Fully endorsed and reviewed by Inuit, makers of Quicken, Quicken 2007:The Official Guide offers the time- and money-saving techniques you need to organize and manage your personal finances and master all of the new and improved features of the software. You will discover proven tips for managing money and investments--including spending, savings, budgets, banking, and more. The book explains how to track income and expenses, automate bill-pay, reconcile checking, savings, and credit card accounts, create reports, simplify filing systems--and even save on taxes. Financial calculators, capital gains snapshots, investment tracker tools, and online resources are also covered. The chapters closely follow the software to help you find information quickly and easily.

✦ Table of Contents

Contents......Page 11
Acknowledgments......Page 21
Introduction......Page 23
Part One: Quicken Setup and Basics......Page 31
What Is Quicken?......Page 33
Getting Started......Page 35
The Quicken Interface......Page 39
Onscreen Help......Page 46
Exiting Quicken......Page 48
2 Using Quicken Express Setup......Page 49
Before You Begin......Page 50
Quicken Express Setup......Page 51
Other Setup Tasks......Page 60
3 Setting Up Accounts, Categories, and Classes......Page 61
Accounts......Page 62
Categories......Page 69
Classes......Page 75
4 Going Online with Quicken and Quicken.com......Page 79
Going Online......Page 80
Setting Up and Testing an Internet Connection......Page 83
Exploring Quicken.com......Page 87
Participating Financial Institutions......Page 90
Part Two: The Cash Flow Center......Page 93
5 Recording Bank and Credit Card Transactions......Page 95
Getting Started......Page 96
Entering Transactions......Page 105
Working with Existing Transactions......Page 119
Adding Notes and Attachments......Page 126
Printing Checks......Page 130
6 Using Online Banking Features......Page 135
Online Account Services......Page 136
Setting Up Online Account Services......Page 139
The Online Center......Page 146
WebEntry......Page 165
Updating Your Bank Accounts on Quicken.com......Page 168
7 Automating Transactions and Tasks......Page 171
QuickFill and Memorized Payees......Page 172
Bills, Deposits, and Scheduled Transactions......Page 175
Using Paycheck Setup......Page 188
Address Book......Page 194
One Step Update and the Password Vault......Page 196
8 Reconciling Your Accounts......Page 203
Reconciling Bank Accounts......Page 204
Other Reconciliation Tasks and Features......Page 210
9 Examining Your Cash Flow......Page 213
A Closer Look at the Cash Flow Center......Page 214
Cash Flow Center Alerts......Page 218
Quicken Reporting Overview......Page 221
Working with Reports and Graphs......Page 226
Part Three: The Investing Center......Page 237
Quicken Investment Basics......Page 239
Viewing Investment Accounts......Page 251
Recording Investment Transactions......Page 255
Working with Securities......Page 265
11 Using Transaction Download and Research Tools......Page 273
Transaction Download......Page 274
Downloading Quotes, Headlines, and Alerts......Page 281
Portfolio Export......Page 286
Using Online Research Tools......Page 289
12 Evaluating Your Position......Page 291
The Investing Center......Page 292
Tracking Security Values......Page 303
Investment Analysis Tools......Page 304
Part Four: The Property & Debt Center......Page 313
The Basics......Page 315
Setting Up Accounts......Page 321
Tracking a Loan......Page 324
Recording Other Asset Transactions......Page 333
14 Managing Household Records......Page 337
Quicken Home Inventory......Page 338
Emergency Records Organizer......Page 345
The Property & Debt Center......Page 349
Account Details......Page 355
Reports and Graphs......Page 359
Part Five: The Planning Center......Page 361
Planning for Retirement......Page 363
Getting Started with the Quicken Planner......Page 366
Using Quicken's Planners......Page 384
Playing "What If"......Page 388
17 Using Financial Calculators......Page 391
A Look at Quicken's Financial Calculators......Page 392
Using the Financial Calculators......Page 393
Reducing Your Debt......Page 401
Budgeting and Forecasting......Page 411
Saving Money......Page 427
Part Six: The Tax Center......Page 435
Tax Information in Accounts and Categories......Page 437
Tax Reports......Page 442
TurboTax......Page 443
20 Planning for Tax Time......Page 445
Planning to Avoid Surprises......Page 446
Minimizing Taxes by Maximizing Deductions......Page 455
Part Seven: Appendixes......Page 459
Working with Multiple Data Files......Page 461
Backing Up Your Quicken Data File......Page 463
Other File Management Tasks......Page 465
Password-Protecting Quicken Data......Page 468
Customizing Quicken's Interface......Page 471
Setting Preferences......Page 475
Customize Online Update Options......Page 485
A......Page 487
B......Page 490
C......Page 491
D......Page 494
E......Page 495
F......Page 496
H......Page 497
I......Page 498
L......Page 499
M......Page 500
O......Page 501
P......Page 503
Q......Page 505
R......Page 507
S......Page 508
T......Page 510
V......Page 512
W......Page 513
Y......Page 514