Quicken 2006 Quicksteps

Name: Quicken 2006 Quicksteps
Availability: OutOfStock
ISBN: 9780072262667

ISBN-10: 0072262664

ISBN-13: 9780072262667

Edition: 2006

Authors: Bobbi Sandberg, Marty Matthews

List price: $16.99

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Description:

A full-color, step-by-step guide helps you use Quicken, the #1 selling personal finance software program, to manage personal and family finances Nearly every page features of this invaluable guide screenshots with numbered callouts that show and explain how to use all of Quicken's powerful features. You'll learn to balance checkbooks, pay bills, master online banking, track investments, handle budgeting, manage taxes, create reports, and much more. Sidebars throughout provide alternate methods and further explanations, and each chapter's "How to" list and color-coded tabs make it easy for you to flip straight to specific tasks and get to the information you need right away. "Quicken…

Book details

List price: $16.99
Copyright year: 2006
Publisher: McGraw-Hill Osborne
Binding: Paperback
Pages: 240
Size: 10.25" wide x 8.00" long x 0.75" tall
Weight: 1.232
Language: English

Bobbi Sandberg is a consulting accountant and retired CPA who has been a trainer, instructor, and teacher of QuickBooks in the Pacific Northwest for more than 40 years. Specializing in making 'numbers your friend', Bobbi has helped small businesses succeed by both teaching and supporting QuickBooks from installation to complex accounting issues. Through her small business focused community college classes, she helps small business owners understand and utilize the many features in QuickBooks.Leslie Capachietti is an Advanced Certified QuickBooks ProAdvisor, Intuit Premier Reseller and a member of Intuit’s Accountant Training Network. Her firm, Automated Financial Solutions has been…

Marty Matthews is the author of more than 80 books on programming and computing, including Dynamic Web Programming: A Beginner's Guide, Windows 8.1 for Seniors QuickSteps, and iPad for Seniors QuickSteps. Marty has worked as a programmer and was president of a software company.

About the Author	p. iii
Acknowledgments	p. iv
Introduction	p. xiii
Conventions Used in This Book	p. xiv
Stepping into Quicken	p. 1
Upgrading Quicken	p. 2
Meet Quicken	p. 2
Determine the Version for You	p. 2
Install Quicken 2006	p. 3
Install Quicken for the First Time	p. 3
Complete the Installation	p. 4
Viewing the Installation CD	p. 5
Get Started with Quicken	p. 5
Creating a Quick Launch Shortcut	p. 6
Start Quicken	p. 6
Register Quicken	p. 6
Use Quicken Guided Setup	p. 7
Setting Up a Checking Account Manually	p. 9
Understand the Home Page	p. 13
Find Help	p. 15
Updating Quicken	p. 16
Exit Quicken	p. 16
Use Quicken and Windows Basics	p. 17
Recognize Quicken Terms	p. 17
Finding More Keyboard Shortcuts	p. 20
Use Windows Tools	p. 20
Making Quicken Yours	p. 23
Customize the Home Page	p. 24
Customize the Tool Bar	p. 25
Change the Account Bar	p. 26
Manage Accounts	p. 26
Working with the Activity Center	p. 28
Design a New Home Page View	p. 28
Set Preferences	p. 30
Add and Change Accounts	p. 31
Add Cash Flow Accounts	p. 31
Modify Cash Flow Accounts	p. 32
Adding a Cash Account	p. 33
Use Quicken Online	p. 34
Understand Online Services	p. 34
Understand Internet Security	p. 35
Set Up Online Banking	p. 35
Deciding to Use Online Banking Services	p. 36
Implement Online Banking	p. 37
Use Quicken Bill Pay	p. 38
Setting Up Web Connect	p. 39
Understand Categories	p. 39
Work with Categories	p. 40
Using Tax-Line Assignments	p. 42
Add an Income Category	p. 42
Renaming a Category	p. 43
Enter Multiple Categories at Once	p. 43
Insert an Expense Category with Subcategories	p. 44
Deleting Categories	p. 45
Setting Up the Other Centers	p. 47
Understand Financial Terminology	p. 47
Use the Investing Center	p. 48
Track Investments	p. 50
Set Up a Standard Brokerage or IRA Account	p. 51
Add a 401(k) or 403(b) Account	p. 53
Using the Ticker Symbol Lookup	p. 54
Creating a Single Mutual Fund Account	p. 56
Use the Property & Debt Center	p. 56
Work with the Property & Debt Center	p. 56
Set Up a House Account with a Mortgage	p. 56
Deleting and Hiding Accounts	p. 59
Add Other Property and Debt Accounts	p. 59
Add Other Liability Accounts	p. 60
Use the EasyStep Loan Wizard	p. 61
Printing an Amortization Schedule	p. 62
Using Quicken Every Day	p. 63
Understand Basic Transactions	p. 63
Establish Preferences for Your Registers	p. 64
Set Register Preferences	p. 64
Determine QuickFill Preferences	p. 66
Set Notify Preferences	p. 67
Set Preferences for Writing Checks	p. 67
Setting Downloaded Transaction Preferences	p. 68
Work with the Register	p. 68
Enter a Check	p. 68
Print Checks with Quicken	p. 71
Entering a Deposit	p. 73
Create a New Transaction Category	p. 73
Changing, Voiding, or Deleting a Transaction	p. 74
Perform Activities with Check Registers	p. 74
Create a Split Transaction	p. 74
Transfer Funds from One Account to Another	p. 76
Locate Transactions	p. 76
Filter Transactions for More Information	p. 77
Sorting Transactions	p. 78
Attach Digital Images to a Transaction	p. 78
Rate Your Payees	p. 79
Set Up Your Printer and Print a Register	p. 80
Use Other Cash Flow Center Registers	p. 81
Taking Control with Quicken	p. 83
Memorize Your Entries	p. 83
Create a Memorized Payee	p. 84
Memorizing from a New Transaction	p. 85
Change Memorized Payees	p. 85
Use Renaming Rules for Downloaded Transactions	p. 85
Create and Memorize a Split Transaction Using Percentages	p. 87
Create a Schedule	p. 87
Locking a Memorized Payee	p. 88
Understand Scheduled Transactions	p. 88
Find Recurring Transactions	p. 88
Schedule a Transaction with Guided Setup	p. 89
Understanding Scheduled Transaction Methods	p. 90
Create a Scheduled Transaction	p. 91
Use the Calendar	p. 93
Use the Scheduled Transaction List	p. 95
Scheduling Online Payments	p. 98
Schedule Your Paycheck	p. 98
Use Reports and Graphs	p. 100
Set Report Preferences	p. 101
Creating a Mini-Report	p. 103
Create a Standard Report	p. 103
Create a Standard Graph	p. 103
Tracking Your Assets and Liabilities	p. 107
Work with Asset and Liability Accounts	p. 108
Link an Asset to a Liability Account	p. 108
Adjust the Value of an Asset	p. 109
Linking Multiple Liability Accounts to One Asset Account	p. 110
Understanding Depreciation	p. 111
Work with Loans	p. 111
Adjust the Interest Rate on a Loan	p. 111
Handle Other Loan Functions	p. 112
Making Additional Principal Payments	p. 114
Understand Alerts	p. 116
Set Up Alerts	p. 117
Deleting an Alert	p. 118
Create Custom Reports	p. 118
Customize an Existing Report	p. 118
Save a Customized Report	p. 121
Recalling a Saved Report	p. 122
Manage Custom Folders for Saved Reports	p. 122
Create a Net Worth Report	p. 122
Use Quicken Home Inventory	p. 123
Set Options for Quicken Home Inventory	p. 123
Understand Quicken Home Inventory	p. 124
Start a Home Inventory	p. 125
Protecting Your Inventory Data with Passwords	p. 126
Create and Print Reports in Quicken Home Inventory	p. 126
Send Quicken Home Inventory Data to Quicken	p. 128
Keeping Your Records Up to Date	p. 129
Reconcile Checking and Savings Accounts	p. 130
Reconcile with Your Bank's Paper Statement	p. 130
Reconciling for the First Time	p. 132
Make Corrections in the Statement Summary Window	p. 132
Deal with Unrecorded Items	p. 133
Using a Quicken Adjustment	p. 134
Reconcile Online	p. 134
Activating Automatic Reconciliation	p. 135
Reconcile Credit Card Statements	p. 135
Finding and Resolving Credit Card Errors	p. 137
Reconcile Investment Accounts	p. 137
Reconcile an Investment Account to a Paper Statement	p. 138
Updating Prices Manually from a Paper Statement	p. 139
Reconcile a Single Mutual Fund Account	p. 139
Update 401(k) Accounts	p. 140
Understanding Placeholders in Investment Accounts	p. 142
Reconcile Property & Debt Accounts	p. 142
Update an Asset or Liability Account	p. 143
Watch for Escrow Discrepancies	p. 143
Using the Find And Replace Dialog Box	p. 144
Prepare for Emergencies	p. 145
Use the Emergency Records Organizer	p. 145
Create Reports in the Emergency Records Organizer	p. 146
Protect Your Data	p. 147
Managing Your Investments	p. 149
Getting a Quote for a Security	p. 150
Understand the Today's Data Tab	p. 150
Download Quotes	p. 150
Set Up Quicken.com	p. 152
Use Quicken WebEntry	p. 153
Managing One Step Update	p. 154
Work with Investment Alerts	p. 154
Manage Your Security List	p. 156
Working with Your Watch List	p. 158
Work with the Analysis Tab	p. 158
Choose Accounts to Analyze	p. 158
Working with Your Watch List	p. 159
Allocate Your Assets	p. 159
Use the Portfolio Analyzer	p. 163
Estimate Capital Gains	p. 164
Work with the Portfolio Tab	p. 166
Understand Portfolio Terms	p. 166
Customize Your Portfolio View	p. 166
Setting Options in Your Portfolio View	p. 168
Explore the Performance Tab	p. 168
Use the Growth Of $10,000 Utility	p. 168
Customizing the Date Range	p. 169
Filter the Average Annual Return Analysis	p. 169
Use the Performance Research Tools	p. 170
Working with a Single Investment Account	p. 171
Making Plans for Your Future	p. 173
Work with Assumptions	p. 174
Understand How to Plan with Quicken	p. 174
Enter Information About Yourself	p. 174
Understanding Your Social Security Retirement Age	p. 176
Enter Income Information and Your Tax Rate	p. 176
Estimating Inflation for Your Plan	p. 180
Consider Savings, Investments, and Rate of Return	p. 180
Work with Homes and Other Assets	p. 181
Entering Your Expected Rate of Return	p. 182
Associating Income with an Asset in Your Plan	p. 184
Use the Loans And Debt Planner	p. 185
Figure Your Living Expenses	p. 185
Planning to Pay for College	p. 186
Understand the Plan Results	p. 187
Use the Planners	p. 188
Use the Debt Reduction Planner	p. 188
Using What Ifs	p. 191
Use the Calculators, Budgets, and Other Tools	p. 192
Get Quick Answers with Calculators	p. 192
Choosing a Financial Service Professional	p. 193
Create a Budget	p. 193
Work with Your Budget	p. 195
Getting Ready for Tax Time	p. 197
Use the Tax Planner	p. 198
Enter the Tax Planner Options	p. 198
Enter Income into the Tax Planner	p. 199
Using the Tax Line in Categories	p. 200
Enter Interest, Dividend, and Business Income	p. 200
Enter Capital Gains	p. 201
Determining the Type of Capital Gain	p. 202
Work with Other Income or Losses	p. 202
Work with Income Adjustments and Deductions	p. 203
Deducting State Sales Tax	p. 205
Update Your Federal Withholdings	p. 206
Work with the Tax Tab	p. 207
Setting Tax Alerts	p. 208
Assign Tax-Related Expenses and See Your Taxable Income	p. 209
Use the Tools in the Tax Tab	p. 209
Creating Tax Reports	p. 210
Use TurboTax and Online Tax Tools	p. 210
Explore the Tax Menu	p. 211
Use Tax Menu Items	p. 211
Use the Deduction Finder	p. 212
Use the Itemized Deduction Estimator	p. 214
Use the Tax Withholding Estimator	p. 216
Index	p. 219
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