Quicken 98 for Macintosh : Visual QuickStart Guide

Overview

Why not take control of your money instead of letting it control you? For millions of registered users, Quicken is the way to do it. It's the most widely used financial-management software program available. Quicken 98 for Macintosh: Visual QuickStart Guide is the best way to get up and running with Quicken. The book focuses on creating new accounts, reports, and graphs, developing a chart of accounts, customizing Quicken, and preparing for online financial transactions. To put the basic financial tasks in ...
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Overview

Why not take control of your money instead of letting it control you? For millions of registered users, Quicken is the way to do it. It's the most widely used financial-management software program available. Quicken 98 for Macintosh: Visual QuickStart Guide is the best way to get up and running with Quicken. The book focuses on creating new accounts, reports, and graphs, developing a chart of accounts, customizing Quicken, and preparing for online financial transactions. To put the basic financial tasks in context, the author covers financial planning and management, which includes tracking portfolios, evaluating and repaying loans planning for future expenses, and calculating net worth. There's even a special chapter on using Quicken at tax time. This latest addition to Peachpit's successful "Visual QuickStart Guide" series is a concise, step-by-step, richly illustrated guide that helps the reader get the most out of Quicken 98. Quicken 98 for Macintosh: Visual QuickStart Guide will appeal to all levels of Quicken users--whether they use the basic or deluxe package. The only low-priced Quicken book specifically for Macintosh users that teaches in an easy, step-by-step visual way. New version of Quicken helps users make smarter financial decisions-now easier to track routine daily business, personal, and investment expenses. The "Visual QuickStart Guide" is the easiest way to learn Quicken fast.
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Editorial Reviews

Library Journal
Quicken is aimed at managing personal finances rather than at small businesses; the user can track his or her checking, online banking, and Internet-based investing and calculate taxes. Users with a good understanding of financial management will find Negrino's book the better choice for getting started with Quicken. Tinney's explains Quicken almost as well but also includes an excellent discussion of finances in general. Both will do well in public libraries.
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Product Details

  • ISBN-13: 9780201354010
  • Publisher: Peachpit Press
  • Publication date: 9/3/1998
  • Series: Visual QuickStart Guide Series
  • Edition number: 1
  • Pages: 168
  • Product dimensions: 7.06 (w) x 8.98 (h) x 0.35 (d)

Read an Excerpt

What do Macintosh, the best personal computer on the planet, and Quicken, the best-selling personal finance program, have in common? Passion, for one thing. Customers like you (and me) treat their Macs and Quicken with affection and enthusiasm. We don't just like these products-we love them. It's fitting, then, that Apple and Intuit have come together to deliver the latest release of Quicken for Macintosh-Quicken Deluxe 98-as part of Apple's revolutionary new iMac computer. Together, these products can help you become even more powerful when it comes to taking control of your finances. When combined with the power of Quicken.com, the leading personal finance Web site, you'll find new ways to get your financial life organized, eliminate hassle, and save time and money.
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Table of Contents

Introduction
Welcome, iMac Owners!
Just the Facts, Ma'am
My Assumptions About You
What's Not in This Book
Let's get started

Chapter 1: Introducing Quicken 98
Running Quicken for the First Time
To launch Quicken 98
To convert old Quicken files
Finding Your Way Around
Activity areas
The menu bar
The task bar
The backdrop
Customizing Your Workspace
To change or eliminate the backdrop and button bars
To remove a button from the task bar
To move a button on the task bar
To add a button to the task bar
To create your own Command-key shortcuts
Getting On-Screen Help
About Quicken Help
Balloon Help
Quicken Help
Tips & Shortcuts
Quicken Basics
User's Manual
To quit Quicken
To have Quicken automatically back up your data file
To protect your data file with a password What's the Difference Between Quicken Basic and Quicken Deluxe ?

Chapter 2: Setting Up Accounts
Creating a Data File
To create a new data file and checking account Using Accounts
To create a new account
To edit or hide an account
To delete an account

Chapter 3: Tracking with Categories
Assigning Categories
To create a new category
Assigning Subcategories
To create a subcategory
To edit or delete a category or subcategory
Using Tax Links
To assign a tax link
Using Classes
To create a class or subclass
To edit or delete a class or subclass

Chapter 4: Using the Account Registers
Entering Checking Account Transactions
To enter a check or a deposit
Splitting Transactions
To split a transaction
Entering Paychecks
To enter a paycheck
Entering Credit Card Charges
To enter credit card charges
Transferring Money Between Accounts
To transfer money from one account to another
To use the Transfer Money command
Changing Transactions
To edit a transaction
To delete a transaction
To void a transaction
To find a transaction
Using Data Entry Helpers QuickMath
To use QuickMath
QuickEntry
To use QuickEntry
Chapter 5: All About QuickFill
How QuickFill Works
Memorizing Transactions
To manually memorize a QuickFill transaction
Using QuickFill Transactions
To use the QuickFill Transactions list
to help enter transactions
Editing QuickFill Transactions
To edit a QuickFill transaction
To lock or unlock a QuickFill transaction
Deleting QuickFill Transactions
To delete a QuickFill transaction

Chapter 6: Writing and Printing Checks
To write a check
To edit a check
To delete a check
Getting Ready to Print
To set up Quicken to print
Printing Checks
To print checks
Chapter 7: Using the Calendar
Working with the calendar

To add a new transaction
To edit a transaction
To view scheduled transactions
To delete a transaction
Transaction Groups
To create a transaction group
To use a transaction group
Adding Calendar Notes
To create a calendar note

Chapter 8: Balancing Your Accounts
Balancing Accounts
To balance a checking, savings, or money market account To balance a credit card account
Correcting Differences
To find the mistakes
Letting Quicken fix the problem

Chapter 9: Banking and Paying Bills Online
Setting up Online Banking
To set Quicken's Internet preferences
Applying for Online Banking
To enable a Quicken account for online use
Going Online
To download transactions
Paying Bills Online
To set up a payee
To create and send an online payment

Chapter 10: Creating Reports
Using Reports
Using EasyAnswer Reports
To create an EasyAnswer report
Using QuickReport
To create a QuickReport
Zooming in on the Details To use QuickZoom
Using Standard Reports
To create a Standard report
Customizing Reports
To customize report layouts
To create a custom report
Using Memorized Reports
To memorize a report
To use a memorized report
Shortcut Reports
To create a shortcut report
Printing Reports
To print a report
Register and List Reports
To print an account register or a list

Chapter 12: Creating Graphs
Using EasyAnswer Graphs
To create an EasyAnswer graph
To use QuickZoom to get details
Using a Standard Graph
To create a Standard graph
To create a Net Worth graph
Customizing Graphs
To create a custom graph
Using Memorized Graphs
To memorize a graph
To use a memorized graph
To delete a memorized graph
Printing Graphs
To print a graph or chart

Chapter 13: Working with Loans and Mortgages Creating Loans
To create a loan (when you're the borrower)
To view your payment schedule
To create a loan (when you're lending)
Making Loan Payments
To make a loan payment

Chapter 14: Setting up Investment Accounts
Using Investment Accounts
Setting up your portfolio
To create a portfolio account
To add securities to your portfolio
To add a mutual fund to your portfolio

Chapter 15: Managing Your Investments
To manually update prices in the Portfolio window
To manually update prices in the Security Detail window
To set up Quicken to download price quotes
To download price quotes
Buying and Selling Securities
To use investment forms for transactions
Chapter 16: Planning for the Future
Using the Financial Fitness Planners
Reducing Consumer Debt
To use the Debt Reduction Planner
Getting Organized
To use the Emergency Records Organizer
Using the Financial Calculators
To use a financial calculator

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