Quicken 2010 QuickSteps | QuickSteps

Quicken 2010 QuickSteps

Authors: Bobbi Sandberg and Marty Matthews

Published: December 2009

eISBN: 9780071633352 0071633359 | ISBN: 9780071633369

Contents

Acknowledgments

Introduction

Chapter 1 Stepping into Quicken

Upgrading Quicken

Meet Quicken

Determine the Version for You

Install Quicken 2010

Install Quicken

Get Started with Quicken

Start Quicken

Creating a Quick Start Shortcut for Quicken

Set Up Quicken for the First Time

Use the Setup Tab

Understand the Home Tab

Add Accounts Manually

Using the Ticker Symbol Lookup

Using the Address Book

Find Help

Importing from Microsoft Money

Exit Quicken

Use Quicken and Windows Basics

Recognize Quicken Terms

Finding More Keyboard Shortcuts

Use Windows Tools

Chapter 2 Personalizing Quicken

Customize the Home Page

Modify the Main View

Change the Account Bar

Amend Your Views

Manage Accounts

Using Classic Menus

Edit an Account

Using the Quicken Calendar

Set Preferences

Add and Change Accounts

Add Cash Flow Accounts

Use Quicken Online

Understand Online Services

Deciding to Use Online Banking Services

Set Up Online Banking

Activate One Step Update

Manage Your Passwords

Use Quicken Bill Pay

Understand Categories

Work with Categories

Add a New Category

Using Tax-Line Assignments

Deleting Categories

Protect Your Quicken Data

Back Up Your Data to External Media

Chapter 3 Adding More Accounts

Understand Financial Terminology

Use the Investing Tab

Track Investments

Set Up a Standard Brokerage or IRA Account

Understanding Placeholders in Investment Accounts

Enter Your Holdings

Set Up One Step Update

Add a 401(k) or 403(b) Account

Creating a Single Mutual Fund Account

Use the Net Worth Tab

Work with the Net Worth Tab

Set Up a House Account with a Mortgage

Add Other Net Worth Accounts

Deleting and Hiding Accounts

Add Other Debt Accounts

Use EasyStep Loan Setup

Printing an Amortization Schedule

Chapter 4 Using Quicken Every Day

Understand Basic Transactions

Establish Preferences for Your Registers

Set Register Preferences

Determine QuickFill Preferences

Set Notify Preferences

Set Preferences for Writing Checks

Setting Downloaded Transaction Preferences

Work with the Register

Enter a Check

Print Checks with Quicken

Entering a Deposit

Create a New Transaction Category

Changing, Voiding, or Deleting a Transaction

Perform Activities with Check Registers

Create a Split Transaction

Transfer Funds from One Account to Another

Locate Transactions

Filter Transactions for More Information

Sorting Transactions

Attach Digital Images to a Transaction

Set Up Your Printer and Print a Register

Using the Windows Clipboard

Use Other Banking Tab Registers

Chapter 5 Taking Control with Quicken

Memorize Your Entries

Create a Memorized Payee

Change Memorized Payees

Use Renaming Rules for Downloaded Transactions

Create and Memorize a Split Transaction Using Percentages

Locking a Memorized Payee

Create Bill Reminders and Scheduled Transactions

Understand Scheduled Transactions

Schedule a Transaction

Understanding Scheduled Transaction Methods

Create a Scheduled Transaction from a Register

Work with Scheduled Transactions

Use the Calendar

Showing Transactions on Your Calendar

Scheduling Repeating Online Payments

Use Reports and Graphs

Set Report Preferences

Create a Standard Report

Creating a Mini-Report

Create a Standard Graph

Chapter 6 Tracking Your Assets and Liabilities

Work with Asset and Liability Accounts

Link an Asset to a Liability Account

Linking Multiple Liability Accounts to One Asset Account

Adjust the Value of an Asset

Understanding Depreciation

Work with Loans

Adjust the Interest Rate on a Loan

Handle Other Loan Functions

Making Additional Principal Payments

Understand Alerts

Deleting an Alert

Set Up Alerts

Create Custom Reports

Customize an Existing Report

Save a Customized Report

Manage Custom Folders for Saved Reports

Recalling a Saved Report

Add a Report to the Quicken Toolbar

Create a Net Worth Report

Use the Refinance and Loan Calculators

Chapter 7 Keeping Your Records Up to Date

Reconcile Checking and Savings Accounts

Reconcile Quicken with Your Bank’s Paper Statement

Make Corrections in the Statement Summary Window

Reconciling for the First Time

Deal with Unrecorded Items

Using a Quicken Adjustment

Reconcile Credit Card Statements

Activating Automatic Reconciliation

Finding and Resolving Credit Card Errors

Reconcile Investment Accounts

Reconcile an Investment Account to a Paper Statement

Reconcile a Single Mutual Fund Account

Updating Prices Manually from a Paper Statement

Update 401(k) Accounts

Understanding How Quicken Works with 401(k)/403(b) Accounts

Reconcile Property & Debt Accounts

Update an Asset or Liability Account

Use the Find And Replace Dialog Box

Watch for Escrow Discrepancies

Chapter 8 Managing Your Investments

Understand the Investing Tab

Download Current Quotes

Set Up Quicken.com

Customizing Your Quicken Toolbar

Use Quicken.com

Understanding Quicken.com Tools

Explore the Performance Subtab

Use the Growth Of $10,000 Utility

Customizing the Date Range

Filter the Average Annual Return Analysis

Allocate Your Assets

Scheduling One Step Updates

Work with the Portfolio Tab

Understand Portfolio Terms

Customize Your Portfolio View

Setting Options in Your Portfolio View

Work with Investing Tools

Use the Buy/Sell Preview Tool

Estimate Capital Gains

Use the Portfolio Analyzer

Open Online Research Tools

Manage Your Security List

Working with Your Watch List

Chapter 9 Making Plans for Your Future

Work with Assumptions

Understand How to Plan with Quicken

Enter Information About Yourself

Understanding Your Social Security Retirement Age

Enter Income Information and Your Tax Rate

Estimating Inflation for Your Plan

Consider Savings, Investments, and Rate of Return

Include Checking and Savings Accounts

Entering Your Expected Rate of Return

Include Investment Accounts

Work with Homes and Other Assets

Associating Income with an Asset in Your Plan

Use the Loans and Debt Planner

Figure Your Living Expenses

Planning to Pay for College

Understand the Plan Results

Use the Planners

Use the Debt Reduction Planner

Using What If’s

Work with the Spending Planner

Use the Calculators, Budgets, and Other Tools

Get Quick Answers with Calculators

Work with Your Budget

Chapter 10 Getting Ready for Tax Time

Use the Tax Planner

Enter the Tax Planner Options

Enter Income into the Tax Planner

Using the Tax Line in Categories

Enter Interest, Dividend, and Business Income

Enter Capital Gains

Determining the Type of Capital Gain

Work with Other Income or Losses

Work with Income Adjustments and Deductions

Deducting State Sales Tax

Update Your Federal Withholdings

Work with the Tax Center

Assign Tax-Related Expenses

See Your Taxable Income

Use Tax Tools

Creating Tax Reports

Use the Tax Category Audit

Use the Deduction Finder

Use the Itemized Deduction Estimator

Use the Tax Withholding Estimator

Index