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Quicken 2012 QuickSteps
CITATION
Matthews, Martin and
Sandberg, Bobbi
.
Quicken 2012 QuickSteps
.
US
: McGraw-Hill Osborne Media, 2011.
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Quicken 2012 QuickSteps
Authors:
Martin Matthews
and
Bobbi Sandberg
Published:
November 2011
eISBN:
9780071778251 007177825X
|
ISBN:
9780071778244
Open eBook
Book Description
Table of Contents
Contents
Acknowledgments
Introduction
Chapter 1 Stepping into Quicken
Meet Quicken
Determine the Version for You
Upgrading Quicken
Install Quicken 2012
Get Quicken
Install Quicken
Creating a Quick Start Shortcut for Quicken
Get Started with Quicken
Start Quicken
Set Up Quicken for the First Time
Understand the Home Tab
Add Accounts Manually
Using the Ticker Symbol Lookup
Find Help
Using the Address Book
Importing from Microsoft Money
Exit Quicken
Use Quicken and Windows Basics
Recognize Quicken Terms
Use Windows Tools
Finding More Keyboard Shortcuts
Chapter 2 Personalizing Quicken
Customize the Home Page
Modify the Main View
Change the Account Bar
Change Your Views
Manage Accounts
Edit an Account
Using Classic Menus
Set Preferences
Using the Quicken Calendar
Add and Change Accounts
Add Spending Accounts
Use Quicken Online
Understand Online Services
Deciding to Use Online Banking Services
Set Up Online Banking
Activate One Step Update
Manage Your Passwords
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 an Investment Account
Understanding Placeholders in Investment Accounts
Enter Your Holdings
Set Up One Step Update
Creating a Single Mutual Fund Account
Use the Property & Debt Tab
Work with the Property & Debt Tab
Set Up a House Account with a Mortgage
Add Other Property & Debt Accounts
Use Loan Setup
Deleting and Hiding Accounts
Add Other Debt Accounts
Displaying 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
Setting Downloaded Transactions Preferences
Set Preferences for Writing Checks
Work with a Register
Enter a Check
Understanding Account Flags
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
Track Paycheck Deductions
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 Registers
Chapter 5 Taking Control with Quicken
Memorize Your Entries
Create a Memorized Payee
Change Memorized Payees
Use Renaming Rules for Downloaded Transactions
Distribute a Split Transaction
Locking a Memorized Payee
Create Bill Reminders and Scheduled Transactions
Understand Scheduled Transactions
Schedule a Transaction
Work with Scheduled Transactions
Use the Calendar
Showing Transactions on Your Calendar
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
Adjust the Value of an Asset
Linking Multiple Liability Accounts to One Asset Account
Work with Loans
Understanding Depreciation
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
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 Reconcile 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 Share Balances
Updating Prices Manually from a Paper Statement
Update 401(k) Accounts
Understanding How Quicken Works with 401(k)/403(b) Accounts
Reconcile Property and Debt Accounts
Update a Property or Debt Account
Use the Find And Replace Dialog Box
Chapter 8 Managing Your Investments
Understand the Investing Tab
Download Current Quotes
Set Up Quicken.com
Use Quicken.com
Customizing Your Quicken Toolbar
Understanding Quicken.com Tools
Explore the Performance View
Use and Customize the Performance View
Customizing the Date Range
Allocate Your Assets
Scheduling One Step Updates
Work with the Portfolio Tab
Customize Your Portfolio View
Setting Options in Your Portfolio View
Work with Investing Tools
Use the Buy/Sell Preview Tool
Estimate Capital Gains
Use Online Research Tools
Manage Your Security List
Working with Your Watch List
Chapter 9 Making Plans for Your Future
Use Budgets to Control Spending
Create a Budget
Understanding Quicken’s Budgeting
Plan for Your Future
Describe Your Family
Understanding Your Social Security Retirement Age
Enter Income and Taxes
Estimating Inflation for Your Plan
Consider Savings, Investments, and Rate of Return
Entering Your Expected Rate of Return
Work with Homes and Other Assets
Associating Income with an Asset
Use the Loans And Debt Planner
Figure Your Living Expenses
Planning to Pay for College
Understand the Plan Results
Using What If’s
Use Planners, Calculators, and Other Tools
Work with the Debt Reduction Planner
Get Quick Answers with Calculators
Chapter 10 Getting Ready for Tax Time
Use the Tax Planner
Enter the Tax Planner Options
Using the Tax Line in Categories
Enter Income into the Tax Planner
Enter Interest, Dividend, and Business Income
Enter Capital Gains
Work with Other Income or Losses
Determining the Type of Capital Gain
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
Creating Tax Reports
Use Tax Tools
Use the Deduction Finder
Use the Itemized Deduction Estimator
Use the Tax Withholding Estimator
Index