Books & Videos

Table of Contents

  1. Getting Started

    1. Chapter 1 Setting Up Quicken

      1. Launching Quicken
      2. Setting Up Your Data File
      3. Using the Setup Center
      4. Converting Existing Data Files
      5. Opening a Quicken File
    2. Chapter 2 Taking Quicken for a Test Drive

      1. Getting Around In Quicken
      2. Recording Payments and Deposits
      3. Reviewing Your Finances
    3. Chapter 3 Setting Up Accounts

      1. How Accounts and Categories Work Together
      2. Choosing Which Account Type to Use
      3. Creating Banking Accounts
      4. Editing Account Information
      5. Closing Accounts
    4. Chapter 4 Categories and Tags: Tracking Transactions

      1. Understanding Categories and Tags
      2. Adding New Categories
      3. Editing Categories
      4. Removing Categories
      5. Organizing Categories
      6. Setting Up Tags
  2. Getting Down to Business

    1. Chapter 5 Recording Banking Transactions

      1. Transaction Basics
      2. Recording Checks
      3. Storing Addresses
      4. Recording Deposits
      5. Recording Credit Card Charges
      6. Recording Cash Transactions
      7. Editing Transactions
      8. Reminders, Notes, and Attachments
      9. Tagging Transactions
    2. Chapter 6 Quicken and the Web: Online Banking

      1. What Quicken Can Do Online
      2. Connecting Quicken to the Internet
      3. Setting Up an Account for Online Services
      4. Downloading Transactions
      5. Updating All Accounts: One Step Update
      6. Renaming Payees
      7. Paying Bills Online
      8. Setting Up Online Transfers
    3. Chapter 7 Transaction Timesavers

      1. Transferring Money Between Accounts
      2. Voiding Transactions
      3. Splitting Transactions
      4. Searching for Transactions
      5. Recategorizing Transactions
      6. The Transaction Edit Menu
      7. Scheduling Transactions
      8. Automatically Recording Paycheck Deposits
      9. Managing Memorized Payees
    4. Chapter 8 Reconciling: Making Sure Quicken and Your Bank Agree

      1. Prep Time: Reviewing Your Account
      2. First Steps: Telling Quicken What to Compare
      3. Reconciliation: The Actual Review
      4. Modifying Transactions During Reconciliation
      5. Stopping and Restarting a Reconciliation
      6. When Your Records Don't Agree with Your Bank's
      7. Reconciling Automatically
  3. Tuning Your Financial Engine

    1. Chapter 9 Tracking Property and Debt

      1. Property and Debt: An Introduction
      2. Setting up Asset and Liability Accounts
      3. Setting Up a Loan Payment
      4. Linking an Asset and a Loan
      5. Making a Loan Payment
      6. Working with Other Kinds of Debt
      7. Editing a Loan
      8. Refinancing a Loan
      9. Changing the Value of an Asset
      10. Acquiring and Disposing of Assets
    2. Chapter 10 Taxes and Insurance

      1. Setting Quicken Up to Help with Taxes
      2. Gathering Tax Information
      3. Planning for Taxes
      4. Working with Insurance Transactions
    3. Chapter 11 Monitoring Spending and Saving

      1. Creating a Budget in Quicken
      2. Filling In Budget Values
      3. Making a Budget Current
      4. Saving or Restoring a Budget
      5. Choosing Budget Categories
      6. Reviewing Spending and Saving
      7. Savings Plans: Iron-Handed Spending Control
      8. Saving for Short-Term Goals
    4. Chapter 12 Investments

      1. Quicken Investment Tracking: Details or Overview?
      2. Choosing the Right Type of Account
      3. Creating an Investment Account
      4. Setting Up and Tracking Securities
      5. Recording Investment Transactions
      6. Downloading Investment Transactions
      7. Downloading Price Quotes
      8. Adjusting an Investment Account Balance
      9. Evaluating Your Portfolio
    5. Chapter 13 Planning with Quicken Tools

      1. Telling Quicken About Yourself
      2. Planning for Retirement
      3. Saving for College
      4. Planning to Pay for a House
      5. Planning to Reduce Debt
      6. Planning Other Major Expenditures
    6. Chapter 14 Creating Reports and Graphs

      1. An Introduction to Quicken's Reports
      2. Running Reports
      3. Printing Reports and Graphs
      4. Controlling How Reports Behave
      5. Customizing Reports
      6. Saving and Reusing Reports
  4. Quicken Power Tools

    1. Chapter 15 Backing Up and Protecting Your Quicken Data

      1. Backing Up and Restoring Data Files
      2. Password Protection
      3. Archiving and Compacting a File
      4. Quicken File Maintenance
    2. Chapter 16 Customizing Quicken

      1. Setting Preferences
      2. Customizing What You See
      3. Setting Up Alerts
    3. Chapter 17 Exporting and Importing

      1. Exporting Quicken Data
      2. Importing Data into Quicken
  5. Appendixes

    1. Appendix Keyboard Shortcuts

      1. Task Shortcuts
      2. Working with Transactions
      3. Dates
      4. Moving Around in Quicken Windows
    2. Appendix Quicken Help

      1. Help for the Task at Hand
      2. Working with Quicken Help
      3. Quicken Product and Customer Support
      4. The Quicken Forums
    3. Appendix Installing Quicken

      1. Installing Quicken
      2. Upgrading Quicken
      3. Registering Quicken
  1. Colophon