Quicken is a convenient way to keep track of personal finances, but many people are unaware of Quicken's power and end up using only the basic features. Sometimes Quicken raises more questions than it answers: Return of capital from stock? Net worth? What are they and why do you need to know about them? Luckily, Quicken 2009: The Missing Manual picks up where Quicken's help resources leave off.
You'll find step-by-step instructions for using Quicken on your Windows PC, including useful features such as budgeting, recording investment transactions, and archiving Quicken data files. You also learn why and when to use specific features, and which ones would be most useful in a given situation. This book helps you:
Set up Quicken to take care of your specific needs
Follow your money from the moment you earn it
Make deposits, pay for expenses, and track the things you own and how much you owe
Take care of financial tasks online, and quickly reconcile your accounts
Create and use budgets and track your investments
Generate reports to prepare your tax returns and evaluate your financial fitness
And a lot more. Quicken 2009: The Missing Manual accommodates readers at every technical level, whether you're a first-time or advanced Quicken user. For a topic as important as your personal finances, why trust anything else?
Getting Started
Chapter 1 Setting Up Quicken
Launching Quicken
Setting Up Your Data File
Using the Setup Center
Converting Existing Data Files
Opening a Quicken File
Chapter 2 Taking Quicken for a Test Drive
Getting Around In Quicken
Recording Payments and Deposits
Reviewing Your Finances
Chapter 3 Setting Up Accounts
How Accounts and Categories Work Together
Choosing Which Account Type to Use
Creating Banking Accounts
Editing Account Information
Closing Accounts
Chapter 4 Categories and Tags: Tracking Transactions
Understanding Categories and Tags
Adding New Categories
Editing Categories
Removing Categories
Organizing Categories
Setting Up Tags
Getting Down to Business
Chapter 5 Recording Banking Transactions
Transaction Basics
Recording Checks
Storing Addresses
Recording Deposits
Recording Credit Card Charges
Recording Cash Transactions
Editing Transactions
Reminders, Notes, and Attachments
Tagging Transactions
Chapter 6 Quicken and the Web: Online Banking
What Quicken Can Do Online
Connecting Quicken to the Internet
Setting Up an Account for Online Services
Downloading Transactions
Updating All Accounts: One Step Update
Renaming Payees
Paying Bills Online
Setting Up Online Transfers
Chapter 7 Transaction Timesavers
Transferring Money Between Accounts
Voiding Transactions
Splitting Transactions
Searching for Transactions
Recategorizing Transactions
The Transaction Edit Menu
Scheduling Transactions
Automatically Recording Paycheck Deposits
Managing Memorized Payees
Chapter 8 Reconciling: Making Sure Quicken and Your Bank Agree
Prep Time: Reviewing Your Account
First Steps: Telling Quicken What to Compare
Reconciliation: The Actual Review
Modifying Transactions During Reconciliation
Stopping and Restarting a Reconciliation
When Your Records Don't Agree with Your Bank's
Reconciling Automatically
Tuning Your Financial Engine
Chapter 9 Tracking Property and Debt
Property and Debt: An Introduction
Setting up Asset and Liability Accounts
Setting Up a Loan Payment
Linking an Asset and a Loan
Making a Loan Payment
Working with Other Kinds of Debt
Editing a Loan
Refinancing a Loan
Changing the Value of an Asset
Acquiring and Disposing of Assets
Chapter 10 Taxes and Insurance
Setting Quicken Up to Help with Taxes
Gathering Tax Information
Planning for Taxes
Working with Insurance Transactions
Chapter 11 Monitoring Spending and Saving
Creating a Budget in Quicken
Filling In Budget Values
Making a Budget Current
Saving or Restoring a Budget
Choosing Budget Categories
Reviewing Spending and Saving
Savings Plans: Iron-Handed Spending Control
Saving for Short-Term Goals
Chapter 12 Investments
Quicken Investment Tracking: Details or Overview?
Choosing the Right Type of Account
Creating an Investment Account
Setting Up and Tracking Securities
Recording Investment Transactions
Downloading Investment Transactions
Downloading Price Quotes
Adjusting an Investment Account Balance
Evaluating Your Portfolio
Chapter 13 Planning with Quicken Tools
Telling Quicken About Yourself
Planning for Retirement
Saving for College
Planning to Pay for a House
Planning to Reduce Debt
Planning Other Major Expenditures
Chapter 14 Creating Reports and Graphs
An Introduction to Quicken's Reports
Running Reports
Printing Reports and Graphs
Controlling How Reports Behave
Customizing Reports
Saving and Reusing Reports
Quicken Power Tools
Chapter 15 Backing Up and Protecting Your Quicken Data
Bonnie Biafore writes about project management, personal finance, and investing. She's the author of "Microsoft Project 2007: The Missing Manual," as well as "Online Investing Hacks," "QuickBooks 2008: The Missing Manual," and "Quicken 2008: The Missing Manual."
By Babette Bloch, Golden Gate Computer Society Newsletter
from Undisclosed
Comments about oreilly Quicken 2009: The Missing Manual:
If you don't consider yourself an experienced Quicken user and aren't availing yourself of the help we offer during GGCS Quicken SIG meetings, or you need help between meetings, the best solution is a good book. (Although the really BEST solution is to join the Quicken SIG AND have a good book.)
Even veteran Quicken users need help when they update to a new version. In response to these needs, Bonnie Biafore continues her jargon-free, step-by-step instructions in this volume covering Quicken 2009. Just as Quicken seems to
balloon as it adds annual bells and whistles, the 2009 Missing Manual is nearly 75 pages longer than last year's edition. However, unlike some of Quicken's additions, these are valuable and highly understandable pages, covering what has become a pretty complex program. And for those upgrading from an earlier version, there's a whole section in the Introduction that describes what's new this year. (Not too much.) To my jaded eyes, the true gift of this book is that the author not only tells you WHAT Quicken does, but WHY and HOW it's done, as well as why you might want to use the feature she's describing.
This Missing Manual is divided into five parts: Getting Started; Getting Down to Business (follows your money from paycheck, to deposit and spending, to reconciling accounts); Tuning your Financial Engine (budgeting, tracking assets,
debt and investments, planning, using Quicken reports and tax planning); Quicken Power Tools (customizing Quicken, protecting your data, exporting and importing data); Appendixes (keyboard shortcuts, guide to Quicken resources, and installation and upgrading instructions).
The book is written to accommodate readers at all levels of Quicken knowledge. The main text discussions are aimed at beginner or intermediate users. But special boxes titled "Up To Speed" add basic information in more detail to clarify an issue. "Power Users Clinic" boxes offer technical tips, tricks and shortcuts for the more experienced user. There also are "Frequently Asked Question" boxes, covering such things as where on earth your data files are kept by Quicken, and "Troubleshooting Moment" boxes, covering panic-causing incidents like the sudden loss of a window. Actually, there are more box titles than this, but all of them are useful, and the tips they offer are very valuable. In addition, black and white illustrations abound, providing screen shots that help you visualize instructions. As a fairly experienced Quicken veteran, I found it fun to just leaf through the book and read the special boxes first...I picked up some tips I'd never heard before and
found other information that I never saw documented before. As O'Reilly says of its "Missing Manual" books," this is the book that SHOULD have come with the program". But even back in the days when most computer programs came in a box with a bound User Manual included, rarely were they as comprehensive, clear, and amusing as this one. (Not to mention the fact that some of those old manuals lost something in the translation from an original unknown language!) Biafore presents us with a must for your bookshelf and sanity when using Quicken.