Overview

Manage your accounts with the confidence and skill of a certified bookkeeper in no time!

Is trying to keep track of your household accounts with pen and paper leaving you flummoxed? Then Home Accountz and this one-of-a-kind guide are just what you need! Home Accountz For Dummies walks you through everything from installation and setup to creating accounts, connecting to your bank, and much more. Taking control of your personal finances has ...

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Home Accountz For Dummies

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Overview

Manage your accounts with the confidence and skill of a certified bookkeeper in no time!

Is trying to keep track of your household accounts with pen and paper leaving you flummoxed? Then Home Accountz and this one-of-a-kind guide are just what you need! Home Accountz For Dummies walks you through everything from installation and setup to creating accounts, connecting to your bank, and much more. Taking control of your personal finances has never been easier.

  • Start here — install Home Accountz, find your way around the program, and configure it for your specific needs
  • Bring it all together — import your financial information from your bank, credit cards, loans, and even other personal finance programs like Microsoft Money and Quicken
  • Add it up — record your transactions, monitor your household income, deal with foreign currency exchange, and see how much money you're really spending and where
  • Balancing act — prepare a realistic budget and let Home Accountz help you stick to it
  • Mind your money — keep tabs on all your bank accounts, credit cards, and loans in real time, and get up-to-the-minute balance information
  • Tidy things up — organize and present data with striking and easy-to-interpret tables, views, graphs, charts, and more

Open the book and find:

  • How to manage your finances with Home Accountz
  • Tips for creating a budget you can live with
  • Easy ways to access all of your accounts in one place
  • Advice on setting up automatic payments and transactions
  • How to import data from other spreadsheet programs
  • Hints for dealing with transactions in foreign currencies
  • Help watching where your money is going
  • Steps for creating custom financial reports and statements

Learn to:

  • Take control of your finances and manage your money
  • Look after household expenditures and create budgets
  • Understand various accounts and set up automatic transactions
  • Import your financial data from other software and accounts
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Product Details

  • ISBN-13: 9781119940562
  • Publisher: Wiley
  • Publication date: 10/19/2012
  • Sold by: Barnes & Noble
  • Format: eBook
  • Edition number: 1
  • Pages: 312
  • File size: 7 MB

Meet the Author

Quentin Pain is the creator of the UK's best-selling home accounting software, Home Accountz, and founder of Accountz.com. Quentin is a member of the British Computer Society, the Institute of Analysts and Programmers, and the Institute of Certified Bookkeepers. David Bradforth has been published in numerous magazines and has edited magazines such as eBay Advisor and Essential Web Site Creator. John Taylor has edited the magazines Windows Made Easy and PC Home, among others.

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Table of Contents

Introduction  1

Part I: The Big Picture  5

Chapter 1: Accounting for Your Finances 7

Chapter 2: Getting Started with Home Accountz 13

Chapter 3: Simplifying Your Accounts with the eaZy Button 27

Chapter 4: Backing Up and Filing 49

Chapter 5: Using Tools to Keep Track of Your Finances 61

Chapter 6: Confi guring Home Accountz 73

Part II: Setting Up Your Accounts  91

Chapter 7: Coming to Grips with Home Accountz 93

Chapter 8: Changing Your Accounts Structure 103

Chapter 9: Importing from Other Programs 113

Part III: Exploring Transactions  123

Chapter 10: Recording Transactions with Templates 125

Chapter 11: Going International with Foreign Currencies 135

Chapter 12: Working with Your Data143

Chapter 13: Working with Automated Transactions 155

Part IV: Managing Your Money  167

Chapter 14: Using Views and Tables 169

Chapter 15: Visualizing Your Information with Graphs and Charts 177

Chapter 16: Exporting and Printing Reports and Charts 187

Chapter 17: Creating Report Designs with the Documents Component 195

Chapter 18: Keeping Track of Your Finances 211

Part V: The Part of Tens  219

Chapter 19: Ten Most Confusing Home Accounting Terms 221

Chapter 20: Ten Solutions to Home Accountz Problems227

Chapter 21: Ten (or So) Ways to Use Rapid Data Entry Effectively 237

Chapter 22: Ten Tips for Setting Up Your Budgets and Sticking to Them 243

Appendix: Glossary of Accounting Terms  251

Index  273

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