Quicken 2002

by Maria Langer

Overview

The #1 best-selling Quicken guide has been updated to cover all the new features or Quicken 2002. Now you can organize your finances,track your investments,and manage your money online using this official guide. Written by well-known expert Maria Langer,this book will walk you through every step of using Quicken's powerful tools to help you see a complete picture of your finances.

Expertly Manage Your Finances with this Official Guide to the World's #1 Personal Finance Software!

Make better financial decisions when you use Quicken 2002 to its full potential! Endorsed and reviewed by Intuit,this resource offers up-to-date coverage of the newest product tools,as well as the full array of features that make Quicken the top-selling personal finance software. Learn to manage your money and investments — plus track and regulate spending,savings,budgets,banking,and more. Use included worksheets to make more informed financial decisions,get organized for tax time,and balance your checkbook. Thoughtfully-organized chapters will help you find the information you need quickly and easily. Let this powerful time- and money-saving software help you reach your financial goals!

Inside,you'll find out how to:

• Organize your finances and gain insight into the means of creating wealth

• Manage important monthly expenses like home mortgage,car loan,and insurance

• Save time with automated and online banking and bill-paying features

• Reduce preparation time for doing your taxes — and maybe even reduce your taxes!

• Balance your checkbook

• Minimize bill and debt hassles by scheduling payments,planning and consolidating

• Followinvestments and track your portfolio with stock quotes and securities news

• Use in conjunction with helpful insights from Quicken.com

Product Details

ISBN-13:	9780072193916
Publisher:	McGraw-Hill/OsborneMedia
Publication date:	08/10/2001
Series:	Consumer Series
Pages:	564
Product dimensions:	7.50(w) x 9.25(h) x 1.14(d)

Table of Contents

	Acknowledgments	xxi
	Introduction	xxiii
Part 1	Quicken Setup and Basics
1	Getting to Know Quicken	3
	What Is Quicken?	4
	Getting Started	6
	The Quicken Interface	12
	Onscreen Help	19
	Exiting Quicken	22
	What Next?	23
2	Setting Up Quicken for the First Time	25
	Before You Begin	26
	First Time Setup	27
	What Next?	32
3	Setting Up Accounts and Categories	35
	Accounts	36
	Categories	43
	What Next?	48
4	Going Online with Quicken and Quicken.com	51
	Going Online	52
	Setting Up and Testing an Internet Connection	56
	Exploring Quicken.com	63
	Quicken Financial Partners	70
	What Next?	72
Part 2	Managing Your Bank and Credit Card Accounts
5	Recording Bank and Credit Card Transactions	77
	Quicken Banking Overview	78
	Getting Started	81
	Entering Transactions	85
	Working with Existing Transactions	104
	Printing Checks	109
	What Next?	112
6	Online Banking and Billing	115
	Why Do Your Banking Online?	116
	Setting Up Online Account Services	120
	The Online Center	126
	Using Quicken Bill Pay	146
	WebEntry	150
	Synchronizing Your Bank Accounts	154
	What Next?	157
Part 3	Tracking Your Investments
7	Investment Tracking Basics	161
	Quicken Investment Basics	162
	Quicken Investing Overview	166
	Setting Up Accounts	169
	Recording Investment Transactions	174
	Viewing Your Investments	188
	Investment List Windows	193
	Tracking Security Values	202
	What Next?	204
8	Tracking Investments Online	207
	Online Investment Tracking	208
	Online Quotes and Info	219
	Web Portfolio Export	224
	What Next?	227
9	Maximizing Investment Returns	229
	Investment Basics	230
	Using Quicken and Quicken.com Investing Resources	238
	What Next?	252
	Worksheets	253
Part 4	Managing Your Property and Loans
10	Monitoring Assets and Loans	261
	The Basics	262
	Quicken Property & Loan Overview	263
	Setting Up Accounts	266
	Tracking a Loan	268
	Recording Other Asset Transactions	276
	Quicken Home Inventory	281
	Emergency Records Organizer	284
	What Next?	288
11	Minimizing Home, Car, and Insurance Expenses	291
	Mortgage and Loan Basics	292
	Preparing for a Major Purchase	296
	Insurance Basics	301
	Using Quicken and Quicken.com Property & Loan Resources	306
	What Next?	312
	Worksheets	313
Part 5	Working with Quicken Data
12	Automating Quicken Transactions and Tasks	325
	QuickFill and Memorized Transactions	326
	Financial Calendar and Scheduled Transactions	329
	Using Paycheck Setup	336
	Alerts	339
	Address Book	341
	One Step Update and the PIN Vault	345
	What Next?	351
13	Reconciling Accounts	353
	The Importance of Reconciling Accounts	354
	Reconciliation Basics	355
	Other Reconciliation Tasks and Features	360
14	Creating Reports and Graphs	365
	Quicken Reporting Overview	366
	Working with Reports and Graphs	371
	What Next?	379
Part 6	Saving Money and Achieving Your Goals
15	Minimizing Your Taxes with Quicken	383
	The Importance of Tax Planning	384
	Quicken Taxes Overview	387
	Tax Information in Accounts and Categories	389
	Planning to Avoid Surprises	395
	Minimizing Taxes by Maximizing Deductions	400
	Making Smart Decisions	404
	Tax Reports	405
	What Next?	406
16	Using Quicken to Plan for the Future	409
	Planning for Retirement	410
	Funding Your Retirement	413
	Quicken Planning Overview	417
	Using Financial Calculators	420
	Using Life Event Planners	422
	What Next?	433
17	Saving Money with Quicken	435
	Saving Basics	436
	Reducing Your Debt	440
	Budgeting and Forecasting	444
	Quicken Savings Tools	460
	What Next?	473
Part 7	Appendices
A	Managing Quicken Files	477
	Creating a Data File	478
	Backing Up Your Quicken Data File	479
	Importing and Exporting Data	482
	Other File Management Tasks	485
	Password-Protecting Quicken Data	489
B	Customizing Quicken	493
	Customizing Quicken's Interface	494
	Setting Options	497
	Index	513

Editorial Reviews

The Barnes & Noble Review
Most people barely scratch the surface of their software -- especially folks who use contemporary personal finance software, like Quicken 2002. That's a shame, because there's so much useful stuff lying just below the surface. Quicken 2002's full of tools that can help you make more money, keep more of it, and (maybe even more important), save you oodles of time. The best way to put these tools to work for you is to get Quicken 2002: The Official Guide.

Maria Langer combines a clear, companionable writing style, the accuracy of a trained accountant, and strong instincts about what's important to typical Quicken users. She's written a book that will help Quicken beginners get up-to-speed quickly, but is also full of nuggets for advanced users. Like the Capital Gains Estimator, which can help you figure out the tax implications before you sell that stock. And Paycheck Setup, which records your paychecks automatically. And Quicken's tools for finding potential Schedule A deductions. And Quicken.com's Web-based portfolio tracking.

Langer closes with a systematic program for using Quicken to help build your net worth. Follow it -- and prosper. (Bill Camarda)

Bill Camarda is a consultant, writer, and web/multimedia content developer with nearly 20 years' experience in helping technology companies deploy and market advanced software, computing, and networking products and services. His 15 books include Special Edition Using Word 2000 and Upgrading & Fixing Networks For Dummies®, Second Edition.

bn.com