Quicken 2015 : the official guide

Format:

Book

Author/Creator:

Sandberg, Bobbi, Author.

Contributor:

Higgins, Mary.

Language:

English

Subjects (All):

Quicken (Computer file).

Finance, Personal--Computer programs.

Finance, Personal.

Investments--Computer programs.

Investments.

Physical Description:

1 online resource (1 volume) : illustrations

Edition:

3rd edition.

Place of Publication:

[Place of publication not identified] McGraw Hill Education 2014

Language Note:

English

System Details:

text file

Summary:

The Only Official Guide to Quicken 2015 for Windows! Take control of your personal finances using the best practices and time-saving tips in Quicken 2015: The Official Guide ! Find out the most effective methods for tracking your income, expenses, savings, transactions, investments, and so much more. Endorsed by Intuit, makers of Quicken, this practical resource shows you, step by step, how to take full advantage of the software’s powerful features, including the Quicken mobile app. You’ll also get professional advice to help you reduce debt, stay on budget, save money, invest wisely, and plan for a secure financial future. Customize Quicken for your preferences Track income and expenses Automate transactions and tasks Record bank and credit card transactions Use online banking features Reconcile checking, savings, and credit card accounts Track investments and optimize your portfolio Monitor your assets, loans, and net worth Evaluate your financial position Reduce debt, save money, and plan for retirement Simplify tax preparation and maximize deductions Create Quicken reports Covers Quicken 2015 for Windows U.S. Editions—Quicken Deluxe and Premier

Contents:

pt. 1. Learning Quicken basics. 1. Installing Quicken and meeting its features : What is Quicken? ; Getting started ; The Quicken interface ; Accounts ; Using one step update and the password vault

2. Getting started with Quicken : How financial transactions are tracked ; As you begin ; Accounts

3. Getting up and running with Quicken mobile : Understand mobile applications ; Meet Quicken's mobile app ; Beginning with Quicken's mobile app ; Using your mobile device

4. Working with accounts, categories, and tags : Setting up other banking accounts ; Categories ; Tags

pt. 2. Banking. 5. Recording bank and credit card transactions : Getting started ; Quicken's registers ; Working with existing transactions ; Quicken's other account features

6. Using online banking features : Online account services ; The online center ; Bills and income reminders ; Useful Quicken features ; About alerts

7. Reconciling your accounts and examining your banking activity : Reconciling bank accounts ; Other reconciliation tasks and features ; A closer look at the spending tab

pt. 3. Managing your investment accounts. 8. Working with investment transactions and Quicken's research tools : Quicken investment basics ; Working with investment accounts ; Working with the security list ; Downloading quotes and investment information ; Using Investing.Quicken.com for updates

9. Monitoring assets and loans : The basics ; Creating property and debt accounts ; Loan accounts in Quicken ; Other asset transactions

pt. 4. Understanding your financial position. 10. Keeping tabs on your net worth : The property & debt tab

11. Evaluating your position : Using the investing tab ; Using investment analysis tools

pt. 5. Designing your financial future. 12. Planning your future and using financial calculators : Planning for retirement ; Getting started with the Quicken lifetime planner ; The "what if" alternatives ; A look at Quicken's financial calculators ; Using the financial calculators

13. Reducing debt and saving money : Reducing your debt ; Budgeting with Quicken ; Quicken's automatic budget ; Where does your money go?

14. Planning for tax time : Tax information in accounts and categories ; Tax reports ; Online tax tools ; About Turbo-Tax ; Planning to avoid surprises ; Meeting the estimators

15. Creating Quicken reports : Quicken reports overview ; Working with reports and graphs

pt. 6. Appendixes. A. Managing Quicken files : Working with multiple data files ; Password-protecting Quicken data ; Backing up your Quicken data file ; Additional file procedures

B. Customizing Quicken : Customizing Quicken's interface ; Setting preferences ; Useful tips ; Quicken emergency records organizer.

Notes:

Bibliographic Level Mode of Issuance: Monograph

OCLC:

904597741