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Quicken 2016 The Official Guide, 5th Edition

Book Description

Fully authorized by Intuit, this practical volume has been revised to cover the latest release of the #1 bestselling personal finance software. You will learn how to manage finances, save money, and find current balances—even via mobile devices. The book provides professional advice that will help you reduce debt, stay on budget, save money, and plan for a secure financial future.

Quicken 2016: The Official Guide offers complete coverage of setting up and balancing personal banking and credit accounts, paying bills and viewing accounts online, and tracking and managing investments. Readers will get step-by-step instructions, examples, and illustrations. This comprehensive guide contains full details on all-new investment tools and updated loan and budgeting features.

  • Covers mobile use on both Apple and Android platforms, including banking, credit card, and investment sync online
  • “In My Experience” sidebars highlight the benefits of specific features
  • Written in a no-nonsense, practical style by Intuit Certified Professional Advisor Bobbi Sandberg

Table of Contents

  1. Cover
  2. Title Page
  3. Copyright Page
  4. Dedication
  5. About the Author
  6. Contents
  7. Acknowledgments
  8. Introduction
  9. Part One Learning Quicken Basics
    1. 1 Installing Quicken and Meeting Its Features
      1. What Is Quicken?
        1. Exploring Quicken’s Uses
      2. Getting Started
        1. Installing Quicken
        2. Starting Quicken
        3. Creating Your First Account
      3. The Quicken Interface
        1. Exploring the Quicken Window
        2. Understanding Online Financial Services
      4. Accounts
      5. Using One Step Update and the Password Vault
        1. Setting Up One Step Update
        2. Understanding the Intuit ID
        3. Understanding the Password Vault
        4. Exiting Quicken
    2. 2 Getting Started with Quicken Basics
      1. How Financial Transactions Are Tracked
        1. Bookkeeping with Quicken
        2. Reviewing Account Types
        3. Exploring the Quicken Window
        4. Understanding Other Quicken Features
        5. Finding Help in Quicken
      2. As You Begin
        1. Understanding Data Files and Accounts
      3. Accounts
        1. Creating More Accounts
    3. 3 Getting Up and Running with Quicken Mobile
      1. Understand Mobile Applications
        1. Appreciating the “Cloud”
      2. Meet Quicken’s Mobile App
        1. About Your Mobile Companion
      3. Beginning with Quicken’s Mobile App
        1. Understanding Your Intuit ID
        2. Getting Started from Your Desktop
        3. Setting Alerts
        4. Showing Your Budget
      4. Using Your Mobile Device
        1. Getting Started on Your Mobile Device
        2. Working with the Quicken Mobile Overview Page
    4. 4 Working with Accounts, Categories, and Tags
      1. Setting Up Other Banking Accounts
        1. Reviewing Account and Transaction Types
        2. Working with Bank Accounts
        3. Adding New Accounts
        4. Working with the Account List Window
      2. Categories
        1. Establishing Categories and Subcategories
        2. Working with the Category List Window
        3. Organizing Categories into Groups
      3. Tags
        1. Using Tags
  10. Part Two Banking
    1. 5 Recording Bank and Credit Card Transactions
      1. Getting Started
      2. Quicken’s Registers
        1. Using Account Registers
        2. Understanding Splits
        3. Tracking Credit Cards with Quicken
        4. Writing and Printing Checks in Quicken
        5. Printing Quicken Checks
        6. Transferring Money
      3. Working with Existing Transactions
        1. Searching for Transactions
      4. Quicken’s Other Account Features
        1. Adding Notes, Flags, and Alerts
        2. Attaching Checks, Receipts, or Other Images
        3. Watching Your Credit Score
    2. 6 Using Online Banking Features
      1. Online Account Services
        1. Understanding Transaction Download
        2. Introducing Online Payment and Quicken Bill Pay
        3. Setting Up Online Account Services
        4. Checking Online Account Service Status
      2. The Online Center
        1. Using the Online Center Window
        2. Downloading Transactions
        3. Making Online Payments
      3. Bills and Income Reminders
        1. Being Reminded
        2. Creating Reminders from Downloaded Transactions
        3. Working with the Bills Tab
        4. Use the Bill Reminders
        5. Managing Reminders
        6. Using the New Bill Linker
        7. Using QuickFill and Memorized Payees
        8. Using the Financial Calendar
      4. Useful Quicken Features
        1. Minding Your Bills
        2. Using the Paycheck Setup Wizard
        3. Creating the Address Book
      5. About Alerts
        1. Viewing Available Alerts Groups
    3. 7 Reconciling Your Accounts and Examining Your Banking Activity
      1. Reconciling Bank Accounts
        1. Starting a Reconciliation
        2. Comparing Transactions to a Paper Statement
        3. Identifying Reconciled Items
        4. Finishing Up
      2. Other Reconciliation Tasks and Features
        1. Reconciling Credit Card Accounts
        2. Printing a Reconciliation Report
        3. Undoing Reconciled Transactions
      3. A Closer Look at the Spending Tab
        1. Exploring the Spending Graph
        2. Using the Spending Register
  11. Part Three Managing Your Investment Accounts
    1. 8 Working with Investment Transactions and Quicken’s Research Tools
      1. Quicken Investment Basics
        1. Understanding Your Portfolio
        2. Creating Investing Accounts
        3. Setting Up Transaction Downloads
      2. Working with Investment Accounts
        1. Understanding the Investment Transaction List
        2. Exploring the Account Overview Window
        3. Using the Investment Transaction Dialog
        4. Entering Common Transactions
      3. Working with the Security List
        1. Viewing the Security List
      4. Downloading Quotes and Investment Information
        1. Downloading from Online
        2. Creating a Watch List
      5. Using for Updates
        1. Exporting Your Portfolio
        2. Utilizing Quote Lookup
      6. Using Online Research
    2. 9 Monitoring Assets and Loans
      1. The Basics
        1. Understanding Assets and Debts
        2. Reviewing Loans
      2. Creating Property and Debt Accounts
        1. Creating Asset and Debt Accounts
      3. Loan Accounts in Quicken
        1. Creating a Loan
        2. Viewing Loan Information
        3. Making Loan Payments
        4. Modifying Loan Information
      4. Other Asset Transactions
        1. Adding and Disposing of Assets
        2. Updating Asset Values
  12. Part Four Understanding Your Financial Position
    1. 10 Keeping Tabs on Your Net Worth
      1. The Property & Debt Tab
        1. Exploring the Net Worth View
        2. Using the Property View
        3. Opening the Debt View
        4. Accessing Property and Debt Account Registers
      2. Creating Alerts for Property and Debt Accounts
        1. Setting Up Property and Debt Alerts
        2. Working with Property and Debt Alerts
    2. 11 Evaluating Your Position
      1. Using the Investing Tab
        1. Working with the Portfolio View
        2. Using the Portfolio X-Ray
        3. Studying Your Performance
        4. Exploring Asset Allocation
        5. Updating Your Investments
        6. Working with Reports
        7. Utilizing Investing Tab Tools
      2. Using Investment Analysis Tools
        1. Using Asset Allocation
        2. Analyzing Your Portfolio
        3. Previewing Your Buy/Sell Decisions
        4. Estimating Capital Gains
        5. Setting Investment Alerts
  13. Part Five Designing Your Financial Future
    1. 12 Planning Your Future and Using Financial Calculators
      1. Planning for Retirement
        1. Planning Your Steps
      2. Getting Started with the Quicken Lifetime Planner
        1. Setting Plan Assumptions
        2. Viewing Plan Results
      3. The “What If” Alternatives
        1. Setting “What If” Options
        2. Using “What If” Results
        3. Finding More Planning Tools
      4. A Look at Quicken’s Financial Calculators
        1. Learning About Financial Calculators
        2. Accessing the Financial Calculators
      5. Using the Financial Calculators
        1. Working with the Retirement Calculator
        2. Running the College Calculator
        3. Evaluating the Refinance Calculator
        4. Planning with the Savings Calculator
        5. Using the Loan Calculator
    2. 13 Reducing Debt and Saving Money
      1. Reducing Your Debt
        1. Taking Control
        2. Using the Debt Reduction Planner
      2. Budgeting with Quicken
      3. Quicken’s Automatic Budget
        1. Understanding Quicken’s Automatic Budget
        2. Working with Your Automatic Budget
      4. Where Does Your Money Go?
        1. Forecasting for Your Future
        2. Understanding Why We Save
        3. Saving Strategically
        4. Using Savings Goals
    3. 14 Planning for Tax Time
      1. Tax Information in Accounts and Categories
        1. Including Tax Information in Accounts
        2. Connecting Tax Information with Categories
      2. Tax Reports
      3. Online Tax Tools
      4. About TurboTax
        1. Using TurboTax
      5. Planning to Avoid Surprises
        1. Working with the Tax Planner
        2. Creating Scenarios
      6. Meeting the Estimators
        1. Minimizing Taxes by Maximizing Deductions
        2. Utilizing the Itemized Deduction Estimator
        3. Exploring the Tax Withholding Estimator
        4. Understanding the Tax Center
    4. 15 Creating Quicken Reports
      1. Quicken Reports Overview
        1. Reviewing Report and Graph Types
        2. Creating Reports and Graphs
      2. Working with Reports and Graphs
        1. Working with a Report Window
        2. Customizing Reports and Graphs
        3. Working with Subreports
        4. Saving Reports and Graphs
        5. Exporting Your Reports
        6. Printing Reports and Graphs
  14. Part Six Appendixes
    1. A Managing Quicken Files
      1. Working with Multiple Data Files
        1. Creating a Data File
        2. Opening, Saving, and Copying Quicken Data Files
      2. Password-Protecting Quicken Data
        1. Protecting a Data File
        2. Protecting Existing Transactions
        3. Working with Passwords
      3. Backing Up Your Quicken Data File
        1. Setting Backup Preferences
        2. Backing Up Your Data
        3. Restoring Data Files
      4. Additional File Procedures
        1. Importing Files into Quicken
        2. Exporting Quicken Files
        3. Working with Additional File Operations
        4. Setting Up Printers
        5. Setting Up for Check Printing
        6. Using Keyboard Shortcuts
    2. B Customizing Quicken
      1. Customizing Quicken’s Interface
        1. Creating Custom Home Tab Views
        2. Re-creating the Summary View
        3. Crafting an Analysis & Reports View
        4. Customizing the Toolbar
      2. Setting Preferences
        1. Telling Quicken Your Preferences
      3. Useful Tips
        1. Converting Your Older Quicken Files to a New Computer
        2. Changing Multiple Transactions
      4. Quicken Emergency Records Organizer
        1. Using the Emergency Records Organizer
        2. Creating Reports in the Emergency Records Organizer
  15. Index