Quicken 2014 The Official Guide

by Bobbi Sandberg

Overview

The Only Official Guide to the #1 Personal Finance Software

“Intuit-approved and loaded with secrets, this book provides you with recipes for financial success.” –Scott Cook, Co-Founder, Intuit, Inc.

Organize your finances and assets with ease using the expert techniques and time-saving tips in Quicken 2014: The Official Guide. You’ll learn proven best practices for managing your income, expenses, savings, transactions, investments, and much more.

Endorsed by Intuit, makers of Quicken, this practical resource shows you, step by step, how to take full advantage of the software’s unique features, including the new tools and capabilities. Inside, you’ll find professional advice to help you reduce debt, stay on budget, save money, and plan for a secure financial future.

• Customize Quicken for your preferences
• Track income and expenses
• Set up Online Account Services
• Automate transactions and tasks
• Analyze spending and banking activity
• Reconcile checking, savings, and credit card accounts
• Use the budgeting and debt reduction tools
• Track investments and optimize your portfolio
• Monitor assets and loans
• Manage household records
• Save money and plan for retirement
• Simplify tax preparation and maximize deductions

Product Details

ISBN-13:	9780071826068
Publisher:	McGraw-Hill Professional Publishing
Publication date:	11/29/2013
Series:	Quicken Press Series
Edition description:	List
Pages:	576
Product dimensions:	7.40(w) x 9.10(h) x 1.10(d)

About the Author

Bobbi Sandberg is a consulting accountant and retired CPA who has been a trainer, instructor, and teacher of all things computer in the Pacific Northwest for more than 40 years. Recognized by Intuit as a Certified Professional Advisor, she has been a user, advocate, and trainer of Quicken since its first DOS version in the 1980s. Specializing in “making numbers your friend,” Bobbi has helped everyone from high-school students trying to figure out a way to pay for both college AND the prom to senior citizens trying to use 20th century dollars in the 21st century. She teaches at community colleges and senior centers where she is known for the handouts she provides. Some students say she provides a text book in specialized handouts for each class she teaches.

Table of Contents

Introduction

PART I: Quicken Setup and Basics

Ch. 1: Getting to Know Quicken

Ch. 2: Setting Up Quicken for the First Time

Ch. 3: Setting Up Accounts and Categories

Ch. 4: Going Online with Quicken and Quicken.com

PART II: Managing Your Bank and Credit Card Accounts

Ch. 5: Recording Bank and Credit Card Transactions

Ch. 6: Online Banking and Billing

PART III: Tracking Your Investments

Ch. 7: Investment Tracking Basics

Ch. 8: Tracking Investments Online

Ch. 9: Maximizing Investment Returns

PART IV: Managing Your Property and Loans

Ch. 10: Monitoring Assets and Loans

Ch. 11: Minimizing Home, Car, and Insurance Expenses

PART V: Working with Quicken Data

Ch. 12: Automating Quicken Transactions and Tasks

Ch. 13: Reconciling Accounts

Ch. 14: Creating Reports and Graphs

PART VI: Saving Money and Achieving Your Goals

Ch. 15: Minimizing Your Taxes with Quicken

Ch. 16: Using Quicken to Plan for the Future

Ch. 17: Saving Money with Quicken

PART VII. Appendixes

Appendix A: Managing Quicken Files

Appendix B: Customizing Quicken

Appendix C: Using the Quicken Premier Investment Tools