Books & Videos

Table of Contents

  1. Chapter 1 Setting Up Your Quicken Environment

    1. Launching Quicken

    2. Setting Up Your Quicken Data File

    3. Opening a Quicken File

    4. The Quicken Guided Setup

    5. A Quick Guide to Quicken Preferences

  2. Chapter 2 Accounts and Categories

    1. How Accounts and Categories Work

    2. Types of Accounts

    3. Creating Cash Flow Accounts

    4. Editing Account Information

    5. Hiding Closed Accounts

    6. Categories

    7. Customizing Categories

  3. Chapter 3 Backing Up Your Financial Information

    1. Backing Up Data Files

    2. Restoring Quicken Backups

  4. Chapter 4 Banking, Credit Cards, and Cash

    1. Transaction Basics

    2. Quicken's Quicker with QuickFill

    3. Recording Checks

    4. Recording Deposits

    5. Paying with a Credit Card

    6. Paying with Cash

    7. Splitting Transactions

    8. Transferring Money Between Accounts

    9. Editing Transactions

    10. Voiding Transactions

    11. Searching for Transactions

    12. The Transaction Edit Menu

    13. Managing Memorized Payees

    14. Scheduling Transactions

    15. Automating Your Paycheck in Quicken

  5. Chapter 5 Property and Debt

    1. Understanding Property & Debt in Quicken

    2. Setting Up Asset and Liability Accounts

    3. Setting Up a Loan

    4. Making a Loan Payment

    5. Editing a Loan

    6. Refinancing a Loan

  6. Chapter 6 Online Banking

    1. What Quicken Can Do Online

    2. Connecting Quicken to the Internet

    3. Setting Up an Account for Online Services

    4. Updating All Accounts with One Step

    5. Downloading Transactions

    6. Reviewing and Incorporating Downloaded Transactions

    7. Renaming Payees

    8. Setting Up Online Payees

    9. Paying Bills Online

    10. Setting Up Online Transfers

    11. Canceling an Online Payment

  7. Chapter 7 Reconciling Accounts

    1. Your First Reconciliation

    2. Preparing for a Reconciliation

    3. Starting to Reconcile

    4. Reconciling Transactions

    5. Modifying Transactions During Reconciliation

    6. Stopping and Restarting a Reconciliation

    7. When Your Records Don't Agree with Your Bank's

  8. Chapter 8 Budgeting

    1. Ways to Build Budgets

    2. Creating a Budget Automatically

    3. Copying the Current Budget

    4. Creating a Budget Manually

    5. Filling In Budget Values

    6. Making a Budget Current

    7. Choosing Budget Categories

    8. Saving or Restoring a Budget

    9. Comparing Your Performance to Your Budget

  9. Chapter 9 Investments and Planning

    1. Why Track Investments in Quicken?

    2. Choosing the Right Type of Account

    3. Creating an Investment Account

    4. Setting Up a Security

    5. Recording Investment Transactions

    6. Purchasing a Security

    7. Selling a Security

    8. Recording and Reinvesting Income

    9. Recording a Stock Split

    10. Placeholder Entries

    11. Evaluating Your Portfolio

    12. A Quick Tour of Quicken Planning Tools

  10. Chapter 10 Reports and Graphs

    1. Running Reports

    2. A Quick Guide to Quicken Reports

    3. A Review of Report Preferences

    4. Printing Reports and Graphs

    5. Customizing Reports

    6. Saving a Report

  1. Appendix A Keyboard Shortcuts

    1. Task Shortcuts

    2. Working with Transactions

    3. Dates

    4. Moving Around in Quicken Windows

  2. Appendix B Quicken Help

    1. Quicken Help

    2. Task-Specific Quicken Help

    3. Quicken Product and Customer Support

    4. The Quicken Forums

    5. Other Quicken Resources

  3. Colophon