Quicken^® 2014 For Dummies^®

Visit www.dummies.com/cheatsheet/quicken2014 to view this book's cheat sheet.

Table of Contents

Introduction

About This Book

Three Foolish Assumptions

Beyond the Book

Special Icons

Where to Next?

Part I: Zen, Quicken, and the Big Picture

Chapter 1: Setting Up Shop

Installing and Starting Quicken

Finishing Setup If You’ve Used Quicken Before

Finishing Setup If You’ve Not Used Quicken Before

Already a Quicken user?

Are you new to Quicken?

Describing Your Banking

Slogging Through More Setup Stuff

Steve’s Overview

Using Quicken Qcards

Starting Quicken for the second time

Using the Accounts bar

Navigating with tabs

Solving Tricky Setup Problems

Did somebody say Macintosh?

The mysterious case of the missing Quicken data files

Migrating from Microsoft Money

Chapter 2: Introduction to the Big Picture

Boiling Quicken Down to Its Essence

Tracking tax deductions

Monitoring spending

Printing checks (and other forms)

Tracking bank accounts, credit cards, and other stuff

Planning your personal finances

Banking online

Setting Up Additional Accounts

Setting up another banking account

Hey, Quicken, I want to use that account!

Whipping Your Category Lists into Shape

Subcategories . . . yikes, what are they?

Category groups . . . double yikes!

Four tips on categorization

Ch-ch-changing a category list

Want to Play Tag?

Chapter 3: Maximum Fun, Maximum Profits

Should You Even Bother with a Budget?

Serious Advice about Your Secret Plan

Your personal Secret Plan

Two things ...