Quicken for Windows: The Official Guide, Eighth Edition

Quicken for Windows: The Official Guide, Eighth Edition

by Bobbi Sandberg

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Product Details

ISBN-13: 9781260117301
Publisher: McGraw-Hill Professional Publishing
Publication date: 03/27/2018
Pages: 576
Sales rank: 127,179
Product dimensions: 7.30(w) x 8.80(h) x 1.10(d)

About the Author

Bobbi Sandberg is a consultant, instructor, and retired CPA who is recognized as a Certified Professional Advisor. She teaches at community colleges, local senior centers, and has been training users on Quicken since its first DOS version in the 1980s.

Table of Contents

Acknowledgments xii

Introduction xiii

Part 1 Learning Quicken Basics

1 Introducing Quicken 3

What Is Quicken? 4

Exploring Quickens Uses 4

Getting Started 5

Installing Quicken 5

Starting Quicken 10

Creating Your First Account 10

The Quicken Interface 14

Exploring the Quicken Window 14

Understanding Online Financial Services 16

Accounts 17

Using One Step Update and the Password Vault 17

Setting Up One Step Update 17

Understanding the Quicken ID 21

Understanding the Password Vault 21

Exiting Quicken 23

2 Getting Started with the Basics 25

How Financial Transactions Are Tracked 25

Bookkeeping with Quicken 26

Reviewing Account Types 27

Exploring the Quicken Window 29

Understanding Other Quicken Features 35

Finding Help in Quicken 38

As You Begin 40

Understanding Data Files and Accounts 40

Accounts 42

Creating More Accounts 42

3 Understanding Quicken Mobile 45

Understand Mobile Applications 45

Appreciating Mobile 46

Meet Quickens Mobile App 46

About Your Mobile Companion 46

Beginning with Quicken's Mobile App 47

Understanding Your Quicken ID 48

Getting Started from Your Desktop 48

Setting Alerts 53

Using Your Mobile Device 55

Getting Started on Your Mobile Device 55

Working with the Quicken Mobile Overview Page 57

Part 2 Organizing Quicken for You

4 Organizing Your Data 69

Setting Up Other Banking Accounts 69

Reviewing Account and Transaction Types 70

Working with Bank Accounts 71

Adding New Accounts 75

Working with the Account List Window 78

Categories 88

Establishing Categories and Subcategories 88

Working with the Category List Window 88

Organizing Categories into Groups 91

Tags 97

Using Tags 97

5 Using Bank and Credit Transactions 101

Getting Started 102

Quicken's Registers 102

Using Account Registers 103

Working with QuickFill and Memorized Payees 114

Understanding Splits 119

Tracking Credit Cards with Quicken 121

Writing and Printing Checks in Quicken 125

Printing Quicken Checks 128

Transferring Money 129

Working with Existing Transactions 130

Searching for Transactions 130

Quicken's Other Account Features 137

Adding Notes, Flags, and Alerts 138

Attaching Checks, Receipts, or Other Images 138

Watching Your Credit Score 140

6 Downloading into Quicken 143

Online Account Services 144

Understanding Transaction Download 144

Introducing Online Payment and Quicken Bill Pay 144

Setting Up Online Account Services 146

Checking Online Account Service Status 148

The Online Center 151

Using the Online Center Window 151

Downloading Transactions 152

Making Online Payments 163

Part 3 Tracking Your Money

7 Recording Your Bills and Paychecks 173

Bills and Income Reminders 174

Being Reminded 174

Creating Reminders from Downloaded Transactions 175

Working with the Bills & Income Tab 180

Using the Bills Center 181

Use Bill Reminders 183

Managing Reminders 188

Using the Financial Calendar 192

Useful Quicken Features 195

Minding Your Bills 195

Using the Paycheck Setup Wizard 196

A Closer Look at the Spending Tab 199

Exploring the Spending Graph 199

Using the Spending Register 202

Creating the Address Book 204

About Alerts 208

Viewing Available Alerts Groups 208

8 Reconciling to the Bank 213

Reconciling Bank Accounts 214

Starting a Reconciliation 214

Comparing Transactions to a Paper Statement 219

Identifying Reconciled Items 223

Finishing Up 224

Other Reconciliation Tasks and Features 226

Reconciling Credit Card Accounts 226

Printing a Reconciliation Report 230

Undoing Reconciled Transactions 232

9 Managing Your Investments 233

Quicken Investment Basics 234

Understanding Your Portfolio 234

Creating Investing Accounts 237

Setting Up Transaction Downloads 247

Working with Investment Accounts 254

Understanding the Investment Transaction List 255

Exploring the Account Overview Window 259

Using the Investment Transaction Dialog 262

Entering Common Transactions 266

Working with the Security List 272

Viewing the Security List 272

Downloading Quotes and Investment Information 279

Downloading Online Quotes 279

Creating a Watch List 283

Using Investing Quicken.com for Updates 284

Exporting Your Portfolio 284

Utilizing Quote Lookup 286

Using Online Research 286

Part 4 Assessing Your "Money's Worth"

10 Working with Your Assets 291

The Basics 292

Understanding Assets and Debts 292

Creating Property and Debt Accounts 294

Loan Accounts in Quicken 298

Creating a Loan Account 299

Viewing Loan Information 308

Making Loan Payments 308

Modifying Loan Information 311

Other Asset Transactions 318

Adding and Disposing of Assets 318

Updating Asset Values 319

The Property & Debt Tab 320

Exploring the Net Worth View 322

Using the Property View 326

Opening the Debt View 328

Accessing Property and Debt Account Registers 333

Creating Alerts for Property and Debt Accounts 334

Setting Up Property and Debt Alerts 334

11 Understanding Your Financial Position 337

Using the Investing Tab 338

Working with the Portfolio View 339

Using the Portfolio X-Ray 345

Studying Your Performance 347

Exploring Asset Allocation 352

Updating Your Investments 356

Working with Reports 357

Utilizing Investing Tab Tools 358

Using Investment Analysis Tools 358

Using Asset Allocation 358

Analyzing Your Portfolio 361

Previewing Your Buy/Sell Decisions 363

Estimating Capital Gains 364

Setting Investment Alerts 366

Part 5 Looking Toward Tomorrow

12 Using Quicken Tools for Future Planning 371

Planning for Retirement 372

Planning Your Steps 372

Getting Started with the Quicken Lifetime Planner 374

Setting Plan Assumptions 375

Savings & Investments 382

Viewing Plan Results 392

The "What If" Alternatives 394

Setting "What If" Options 395

Using "What If" Results 395

Finding More Planning Tools 396

A Look at Quicken's Financial Calculators 396

Learning About Financial Calculators 396

Accessing the Financial Calculators 396

Using the Financial Calculators 397

Working with the Retirement Calculator 397

Running the College Calculator 399

Evaluating the Refinance Calculator 401

Planning with the Savings Calculator 402

Using the Loan Calculator 403

13 Saving Money by Reducing Debt 407

Reducing Your Debt 408

Taking Control 408

Using the Debt Reduction Planner 410

Budgeting with Quicken 424

Quicken's Automatic Budget 424

Understanding Quicken's Automatic Budget 426

Working with Your Automatic Budget 426

The Annual View 432

Creating Your Own Budget 435

Where Does Your Money Go? 436

Forecasting for Your Future 437

Understanding Why We Save 438

Using Savings Goals 439

14 Preparing for Taxes 443

Tax Information in Accounts and Categories 444

Including Tax Information in Accounts 444

Connecting Tax Information with Categories 445

Tax Reports 447

Online Tax Tools 448

About Turbo Tax 450

Using Turbo Tax 451

Planning to Avoid Surprises 452

Working with the Tax Planner 453

Creating Scenarios 455

Meeting the Estimators 456

Minimizing Taxes by Maximizing Deductions 456

Utilizing the Itemized Deduction Estimator 459

Exploring the Tax Withholding Estimator 460

Understanding the Tax Center 461

15 Using Quicken Reports 465

Quicken Reports Overview 466

Reviewing Report and Graph Types 466

Creating Reports and Graphs 468

Working with Reports and Graphs 472

Working with a Report Window 472

Customizing Reports and Graphs 476

Working with Subreports 479

Saving Reports and Graphs 479

Exporting Your Reports 483

Printing Reports and Graphs 485

Part 6 Appendixes

A Managing Quicken Files 489

Working with Multiple Data Files 490

Creating a New Data File 491

Opening, Saving, and Showing Quicken Data Files 492

Password-Protecting Quicken Data 494

Protecting a Data File 494

Protecting Existing Transactions 496

Working with Passwords 497

Backing Up Your Quicken Data File 498

Setting Backup Preferences 499

Backing Up Your Data 501

Restoring Data Files 504

Additional File Procedures 506

Importing Files into Quicken 506

Exporting Quicken Files 507

Working with Additional File Operations 507

Setting Up Printers 512

Setting Up for Check Printing 513

Using Keyboard Shortcuts 515

B Customizing Quicken 517

Customizing Quicken's Interface 517

Creating Custom Home Tab Views 518

Re-creating the Summary View 520

Crafting an Analysis & Reports View 523

Customizing the Toolbar 523

Setting Preferences 528

Telling Quicken Your Preferences 528

Useful Tips 541

Converting Your Older Quicken Files to a New Computer 541

Changing Multiple Transactions 542

Quicken Emergency Records Organizer 543

Using the Emergency Records Organizer 544

Creating Reports in the Emergency Records Organizer 545

Index 546

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