Learn Quicken 2005 Overview - How to Use Quicken

With this Learn Quicken^® 2005 tutorial you will learn:

Your CDs will include all 3 versions!

Lesson One	Lesson Two	Lesson Three
Section 1 - Introduction Section 2 - Creating a Data File What is a data file and why is it needed? Upgrading Quicken Create a new data file Saving a Quicken file Using the Quicken Guided Setup Setting financial goals using Quicken Guided Setup Registering Quicken Using Tab instead of Enter to move between fields Entering the starting balance Section 3 - Quicken Layout Title bar Minimize/Maximize/Restore/Exit buttons Menu bar Help menu options (Shortcut: F1 for Help menu) Fly-over descriptions Customizing toolbars Customizing the account column Using the Data and Analysis & Reports tabs Using the Register and Overview tabs Customizing graphs Setting the date range Workspace menu bar Using the How Do I? Help feature Sorting records in the register Setting register preferences Setting notify preferences Section 4 - Working with the Check Register Customize and edit accounts Set up balance alerts Changing check dates Edit the Number List dialog box Automatic categorization AutoSave features Section 5 - Editing the Category List Opening with Category list Categories and subcategories defined Deleting categories from list Hiding categories from list Creating a new category and subcategory Section 6 -Recording Split Transactions Explaining split transaction Creating a split transaction Creating a category from the register Using the built-in calculator Using the My Data tab under the Cash Flow Center Setting up alerts through the Cash Flow Center Setting alerts as a pop-up Section 7 - Creating and Printing Checks Using the Write Checks feature Adding information to address book Using the Checks to Print dialog box Print checks from Checks to Print dialog box Print checks from menu bar Setting check numbers in Checks to Print dialog box Printing selected checks Print first options Reprinting checks Section 8 - Reconcile Your Bank Statement Using the Reconcile icon Entering interest and bank charges Entering the ending balance Marking cleared checks and deposits Finding and correcting errors Printing a reconciliation report	Section 1 - Introduction Section 2 - Setting Up a Credit Card Account Add a Credit or Debit account Exploring the Overview tab Edit account details Customize spending graph Entering credit card purchases Resetting date ranges on graph Show calendar features Go to Date prompt on calendar Add note to calendar Change note color Record a transfer between accounts Section 3 - Setting Up a Loan Setting up an asset and liability account Using the Planning Financial Calculator Using the Loan Calculator Amortized loan defined Closing Quicken Section 4 - Setting Up a Loan Payment Linking transactions in different accounts Reopen Quicken Setting up a payment Scheduling monthly transaction Customizing equity graph Change date range Using the Manage My Loan dialog box Adjustable rate loans defined Recording rate changes Recording split from principal and interest Setup a payment schedule Making payment from the check register Section 5 - Setting Up Online Checking Setting up an existing account for online banking Using Online Account Service Setup Wizard Pin requirements Download and upload defined Download transactions Getting help with online banking Matching downloaded transactions with existing transactions Section 6 - Setting Up Online Payees Online bill paying features Using Pay Bills Online Wizard Creating and editing Online Payee list Lead time explained Section 7 - Making Online Payments Entering bill specifics from register Entering bill specifics from Online Payment dialog box Entering Bill Payment prompt Creating recurring online payments Using the Paycheck Setup feature Section 8 - Online Banking Connect to online bank Using Manage Full List feature Transmitting bill payment instructions Using the Online Banking Center Using the Online Update box Reviewing online downloading errors report Lightning Bolt icon	Section 1 - Introduction Section 2 - Working with an Investment Account Setting up an account for current investments Adding investments to a portfolio Using the Investing Center Setting a starting cash balance Using the Ticker Symbol Lookup Download historical prices Viewing the stock performance graph Enter cost basis Purchase a stock Viewing the asset allocation chart Understanding small and large cap stocks Editing the Transaction account Deleting a transaction from the account Using the Watch List Section 3 - Adding a Mutual Fund Mutual fund defined Add a mutual fund to existing account Income event defined Adding an income event Entering a cash dividend to account Reinvesting a dividend Dividend Reinvestment Plan (DRIP) defined Section 4 - Using the Investing Center Different views of Investment account Using the Portfolio view Customizing the portfolio view Adding and deleting an investment from the watch list Viewing and updating the Index list Changing dates in the investment graphs Reviewing headlines and news on specific stocks Section 5 - More Investing Tools - Analysis and Reports Using the Analysis and Report features Using one-step update Setting investment alerts Viewing the asset allocation graphs Customizing reports Saving reports Changing target allocations Using the Allocation Guide Review model portfolios portfolio allocations Section 6 - Exploring the Planning Center Viewing the Planners Using the Plan Assumption dialog box Adding savings and investments information in life planner Calculating retirement dates Calculating inflation numbers in planner Using the Planned Asset features to make large purchase Exploring What-if scenarios in planner Section 7 - Using the Tax Center Using Quicken for tax planning Using the Tax Planner Set up Tax alerts Using Projected Tax window Setting up possible itemized deductions Integrating Quicken with TurboTax® Using online tax services Section 8 - Reports and Graphs Using the reports windows Customizing reports Changing headers on reports Changing date ranges on reports Creating reports on categories Setting up graphs Reviewing the report history Setting reports and graphs preferences Print preview report or graph Printing a report or graph


Your CDs will include all 3 versions!

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