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| The Missing Credits | |
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| Introduction | |
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| Personal Finance and Quicken | |
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| What Quicken Does | |
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| What Quicken Doesn't Do | |
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| Quicken and Accounting | |
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| Choosing the Right Quicken Edition | |
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| What's New in Quicken 2006 | |
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| About This Book | |
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| About the Outline | |
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| The Very Basics | |
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| About MissingManuals.com | |
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| Setting Up Your Quicken Environment | |
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| Launching Quicken | |
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| Setting Up Your Quicken Data File | |
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| I Am New to Quicken | |
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| I Am Already a Quicken User | |
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| Opening a Quicken File | |
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| The Quicken Guided Setup | |
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| What You Need for Setup | |
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| Tell Quicken about Yourself | |
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| Set Your Goals | |
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| Add Accounts | |
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| Finishing Up the Guided Setup | |
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| A Quick Guide to Quicken Preferences | |
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| Startup | |
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| Setup | |
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| Calendar and Currency | |
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| Backup | |
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| Investment Transactions | |
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| Register | |
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| QuickFill | |
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| Notify | |
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| Write Checks | |
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| Downloaded Transactions | |
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| Reminders | |
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| Reports and Graphs | |
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| Reports Only | |
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| Accounts and Categories | |
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| How Accounts and Categories Work | |
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| Types of Accounts | |
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| Cash Flow Accounts | |
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| Investing Accounts | |
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| Property & Debt Accounts | |
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| Creating Cash Flow Accounts | |
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| Creating a Banking Account: Step by Step | |
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| Editing Account Information | |
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| Hiding Closed Accounts | |
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| Categories | |
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| The Category List Window | |
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| Customizing Categories | |
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| Removing Categories | |
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| Adding Quicken Categories | |
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| Creating Categories | |
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| Modifying Categories | |
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| Backing Up Your Financial Information | |
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| Backing Up Data Files | |
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| Manual Backups | |
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| Backup Reminders | |
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| Automatic Backups | |
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| Restoring Quicken Backups | |
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| Banking, Credit Cards, and Cash | |
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| Transaction Basics | |
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| Getting to the Register | |
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| Navigating a Transaction | |
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| Quicken's Quicker with QuickFill | |
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| Recording Checks | |
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| Recording a Check in the Register | |
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| Recording Printed Checks | |
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| Printing Checks | |
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| Recording Deposits | |
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| Paying with a Credit Card | |
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| How to Track Credit Card Charges | |
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| Recording Credit Card Transactions | |
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| Paying with Cash | |
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| Cash Tracking for Photographic Memories | |
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| When Your Memory Is Like a Sieve | |
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| Splitting Transactions | |
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| Adding Multiple Categories to a Transaction | |
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| Editing Splits | |
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| Handling Remaining Amounts | |
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| Transferring Money Between Accounts | |
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| Recording a Transfer Between Accounts | |
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| Seeing the Other Side of a Transfer | |
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| Transfers Masquerading as Checks | |
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| Editing Transactions | |
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| Editing a Field in a Transaction | |
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| Recategorizing Transactions | |
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| Voiding Transactions | |
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| Searching for Transactions | |
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| Finding Recent Transactions with One Click | |
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| Finding All Transactions | |
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| Finding Transactions | |
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| Finding and Replacing Values | |
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| The Transaction Edit Menu | |
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| Managing Memorized Payees | |
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| Removing Payees from the Memorized Payee List | |
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| Locking a Memorized Payee | |
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| Scheduling Transactions | |
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| Setting Up a Scheduled Transaction | |
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| Paying and Skipping Scheduled Transactions | |
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| Automating Your Paycheck in Quicken | |
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| Basic Paycheck Fields | |
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| Setting Up Paycheck Details | |
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| Entering a Paycheck Transaction | |
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| Managing Your Paychecks | |
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| Property and Debt | |
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| Understanding Property & Debt in Quicken | |
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| Setting Up Asset and Liability Accounts | |
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| Types of Accounts | |
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| Creating an Asset Account | |
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| Creating a Liability Account | |
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| Setting Up a Loan | |
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| Creating a Loan | |
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| Setting Up a Loan Payment | |
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| Linking an Asset and a Loan | |
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| Making a Loan Payment | |
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| Making a Regular Payment | |
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| Paying Ahead of Time | |
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| Making an Extra Payment | |
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| Editing a Loan | |
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| Changing Loan Details | |
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| Changing Payment Details | |
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| Adjusting the Interest Rate | |
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| Refinancing a Loan | |
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| Online Banking | |
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| What Quicken Can Do Online | |
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| Connecting Quicken to the Internet | |
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| Setting Up an Account for Online Services | |
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| Finding a Participating Institution | |
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| Applying for Online Services | |
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| Activating Online Services for Your Quicken Account | |
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| Updating All Accounts with One Step | |
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| Downloading Transactions | |
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| Downloading Transactions via a Direct Connection | |
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| Downloading Statements with Web Connect | |
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| Reviewing and Incorporating Downloaded Transactions | |
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| Accepting Transactions | |
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| When Quicken Doesn't Match Transactions Correctly | |
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| Matching Transactions When Quicken Can't | |
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| Completing the Incorporation of Downloaded Transactions | |
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| Renaming Payees | |
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| Setting Up Online Payees | |
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| Paying Bills Online | |
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| Setting Up Online Bill Payments | |
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| Sending Online Payments | |
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| Setting Up a Repeating Online Payment | |
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| Setting Up Online Transfers | |
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| Canceling an Online Payment | |
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| Reconciling Accounts | |
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| Your First Reconciliation | |
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| Preparing for a Reconciliation | |
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| Starting to Reconcile | |
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| Reconciling Transactions | |
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| Modifying Transactions During Reconciliation | |
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| Stopping and Restarting a Reconciliation | |
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| When Your Records Don't Agree with Your Bank's | |
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| Budgeting | |
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| Ways to Build Budgets | |
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| Creating a Budget Automatically | |
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| Copying the Current Budget | |
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| Creating a Budget Manually | |
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| Filling In Budget Values | |
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| Average Budget Values | |
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| Detailed Budget Values | |
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| Making a Budget Current | |
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| Choosing Budget Categories | |
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| Adding Income and Expense Categories | |
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| Setting Up Transfers in a Budget | |
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| Saving or Restoring a Budget | |
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| Comparing Your Performance to Your Budget | |
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| Investments and Planning | |
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| Why Track Investments in Quicken? | |
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| Choosing the Right Type of Account | |
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| Creating an Investment Account | |
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| Creating a 401(k) or 403(b) Account | |
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| Creating a Brokerage Account | |
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| Creating an IRA Account | |
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| Setting Up a Security | |
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| The Security List | |
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| The Security Detail View | |
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| Adding a Security | |
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| Editing a Security | |
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| Categorizing Investments | |
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| Recording Investment Transactions | |
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| Purchasing a Security | |
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| Selling a Security | |
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| Recording and Reinvesting Income | |
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| Recording a Stock Split | |
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| Placeholder Entries | |
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| Enter Missing Transaction | |
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| Estimate Average Cost | |
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| Evaluating Your Portfolio | |
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| The Portfolio View | |
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| Performance and Analysis | |
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| Evaluating Asset Allocation | |
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| Capital Gains Estimator | |
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| Portfolio Analyzer | |
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| A Quick Tour of Quicken Planning Tools | |
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| Quicken Planning Wizards | |
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| Planning Resources | |
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| Financial Calculators | |
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| Reports and Graphs | |
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| Running Reports | |
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| Finding and Customizing Reports | |
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| Generating a Report or Graph | |
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| Managing Reports | |
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| A Quick Guide to Quicken Reports | |
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| Banking | |
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| Spending | |
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| Comparison | |
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| Investing | |
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| Tax | |
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| Net Worth & Balances | |
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| A Review of Report Preferences | |
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| Reports and Graphs Preferences | |
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| Reports Only | |
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| Printing Reports and Graphs | |
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| Printing a Report | |
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| Saving a Report as a PDF File | |
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| Saving a Report to a File | |
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| Customizing Reports | |
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| Date Ranges | |
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| Subtotals | |
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| Adding and Removing Columns in Reports | |
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| Customizing Other Report Content | |
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| Sorting Reports | |
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| Saving a Report | |
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| Keyboard Shortcuts | |
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| Task Shortcuts | |
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| Working with Transactions | |
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| Dates | |
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| Moving Around in Quicken Windows | |
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| Quicken Help | |
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| Quicken Help | |
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| Task-Specific Quicken Help | |
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| Quicken Product and Customer Support | |
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| The Quicken Forums | |
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| Other Quicken Resources | |
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| Installing Quicken | |
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| Exporting and Importing Data | |
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| Maintaining Your Quicken Data File | |
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| Second Helpings | |
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| Index | |