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Quicken 2013 The Official Guide
CITATION
Sandberg, Bobbi
.
Quicken 2013 The Official Guide
.
US
: McGraw-Hill Osborne Media, 2012.
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Quicken 2013 The Official Guide
Authors:
Bobbi Sandberg
Published:
November 2012
eISBN:
9780071804448 0071804447
|
ISBN:
9780071804431
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Book Description
Table of Contents
Contents
Acknowledgments
Introduction
Part One: Learning Quicken Basics
1 Getting to Know Quicken
What Is Quicken?
Getting Started
The Quicken Interface
Financial Institution Services
2 Working with Accounts, Categories, and Tags
Before You Begin
Accounts
Setting Up Quicken
Categories
Tags
Other Setup Options
3 Get Up and Running with Quicken Mobile
Understand Mobile Applications
Meet Quicken’s Mobile App
Begin with Quicken’s Mobile App
Use Your Mobile Device
Part Two: Banking
4 Recording Bank and Credit Card Transactions
Getting Started
Quicken’s Registers
Printing Checks
Working with Existing Transactions
Quicken’s Other Account Features
5 Using Online Banking Features
Online Account Services
The Online Center
6 Automating Transactions and Tasks
Bills and Income Reminders
QuickFill and Memorized Payees
Useful Quicken Features
One Step Update and the Password Vault
About Alerts
7 Reconciling Your Accounts
Reconciling Bank Accounts
Other Reconciliation Tasks and Features
8 Examining Your Banking Activity
A Closer Look at the Spending Tab
Quicken Reports Overview
Part Three: Managing Your Investment Accounts
9 Entering Your Investment Transactions
Quicken Investment Basics
Working with Investment Accounts
Working with Securities
10 Using Transaction Download and Research Tools
Transaction Download
Downloading Quotes and Investment Information
Use Investing.Quicken.com for Updates
11 Evaluating Your Position
Using the Investing Tab
Using Investment Analysis Tools
Part Four: Tracking Your Financial Position
12 Monitoring Assets and Loans
The Basics
Create Property and Debt Accounts
Loan Accounts in Quicken
Other Asset Transactions
13 Keeping Tabs on Your Net Worth
The Property & Debt Tab
Part Five: Forecasting Your Financial Future
14 Using Financial Calculators
A Look at Quicken’s Financial Calculators
Using the Financial Calculators
15 Planning for the Future
Planning for Retirement
Getting Started with the Quicken Lifetime Planner
The “What If ” Alternatives
16 Reducing Debt and Saving Money
Reducing Your Debt
Budgeting with Quicken
Quicken’s Automatic Budget
Where Does Your Money Go?
17 Planning for Tax Time
Tax Information in Accounts and Categories
Tax Reports
Online Tax Tools
About TurboTax
Planning to Avoid Surprises
Meet the Estimators
Part Six: Appendixes
A: Managing Quicken Files
Working with Multiple Data Files
Backing Up Your Quicken Data File
Password-Protecting Quicken Data
Additional File Procedures
B: Customizing Quicken
Customizing Quicken’s Interface
Setting Preferences
Useful Tips
Quicken Emergency Records Organizer
Index