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CITATION

Sandberg, Bobbi. Quicken 2014 The Official Guide. US: McGraw-Hill Osborne Media, 2013.

Quicken 2014 The Official Guide

Authors: Bobbi Sandberg

Published:  November 2013

eISBN: 9780071826051 007182605X | ISBN: 9780071826068
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  • Cover
  • Title Page
  • Copright Page
  • Contents
  • Acknowledgments
  • Introduction
  • Part One: Learning Quicken Basics
  • 1 Getting to Know Quicken by Working with Accounts, Categories, and Tags
  • What Is Quicken?
  • Getting Started
  • The Quicken Interface
  • Accounts
  • Using One Step Update and the Password Vault
  • Categories
  • Tags
  • 2 Getting Up and Running with Quicken Mobile
  • Understand Mobile Applications
  • Meet Quicken’s Mobile App
  • Beginning with Quicken’s Mobile App
  • Using Your Mobile Device
  • Part Two: Banking
  • 3 Recording Bank and Credit Card Transactions
  • Getting Started
  • Quicken’s Registers
  • Printing Checks
  • Working with Existing Transactions
  • Quicken’s Other Account Features
  • 4 Using Online Banking Features
  • Online Account Services
  • The Online Center
  • Bills and Income Reminders
  • Useful Quicken Features
  • About Alerts
  • 5 Reconciling Your Accounts and Examining Your Banking Activity
  • Reconciling Bank Accounts
  • Other Reconciliation Tasks and Features
  • A Closer Look at the Spending Tab
  • Quicken Reports Overview
  • Working with Reports and Graphs
  • Part Three: Managing Your Investment Accounts
  • 6 Entering Your Investment Transactions
  • Quicken Investment Basics
  • Working with Investment Accounts
  • Working with Securities
  • 7 Using Transaction Download and Research Tools
  • Transaction Download
  • Downloading Quotes and Investment Information
  • Using Investing.Quicken.com for Updates
  • 8 Evaluating Your Position
  • Using the Investing Tab
  • Using Investment Analysis Tools
  • Part Four: Understanding Your Financial Position
  • 9 Monitoring Assets and Loans
  • The Basics
  • Creating Property and Debt Accounts
  • Loan Accounts in Quicken
  • Other Asset Transactions
  • 10 Keeping Tabs on Your Net Worth
  • The Property & Debt Tab
  • Part Five: Designing Your Financial Future
  • 11 Planning Your Future with Financial Calculators
  • Planning for Retirement
  • Getting Started with the Quicken Lifetime Planner
  • The “What If ” Alternatives
  • A Look at Quicken’s Financial Calculators
  • Using the Financial Calculators
  • 12 Reducing Debt and Saving Money
  • Reducing Your Debt
  • Budgeting with Quicken
  • Quicken’s Automatic Budget
  • Where Does Your Money Go?
  • 13 Planning for Tax Time
  • Tax Information in Accounts and Categories
  • Tax Reports
  • Online Tax Tools
  • About TurboTax
  • Planning to Avoid Surprises
  • Meeting 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