Quicken 2008 is one of the most popular financial management software programs on the market. Geared toward the home user or small service related business, it gives users the ability to record expenses, track income, create budgets, manage finances and much more. In this VTC course, veteran trainer Lauri Matson, teaches users how to set up accounts, categories, and online services; manage finances including accounts, investments, assets and loans. Learn how to track business income and expenses, bank reconciliations, and other vital bookkeeping tasks. Work Files are included. To get started learning Quicken 2008, simply click on one of the movie links.
Introduction
Quicken Course Objectives When to Use Quicken Choosing a Version Getting Started
Installation Creating a File with the Guided Setup Setting up Quicken
Getting Around in Quicken The Essentials The Quicken Layout
Customizing Your Screen
Customizing Your Toolbars
Understanding Views
Other Items for Customization
The Fundamentals of Accounting
Understanding the File Structure
Startup Plan: Follow the Phases
Accounts
Types of Accounts
Setting Up Your Accounts pt. 1
Setting Up Your Accounts pt. 2
Editing Your Accounts
Understanding Transactions
Entering Transactions
Modify & Delete Transactions
QuickFills & Preferences
Managing Your Data
Finding & Viewing Transactions
Setting Up Options
Scheduling Transactions & Tasks
Scheduled Transactions
Creating & Editing Transactions Schedules
Categories & Lists
Understanding Categories & Lists
Assigning to Transactions
Modifying & Merging
Reviewing your Activity
Track & Plan Spending
Keeping Cash Flow Current
Investing Basics
Overview of the Center
Using the Portfolio
Adding New Securities
Entering Data with the Transactions Button
Banking
Writing & Printing Checks
Credit Cards
Online Services for Credit Cards
Working with Credit Cards
Managing Transactions
Payments & Modifications
Reconciling Credit Card Accounts
Bank Accounts
Transferring Between Accounts
Tracking Activity Reports
Reconciling Accounts
Online Activities
Online Advantages
The Online Center’s Account Access
Web Entry & Quicken Bill Pay
Reminders & Schedules
Setting Up Alerts
Deleting & Suspending
Reports & Graphs
Viewing Reports
Managing Saved Reports
Graphs / Snapshots / Easy Answers
Attaching Documentation
Tax Overview
Setting Up Schedules
Automation
Synchronizing with Other Tax Programs
Budgets & Planning
An Overview
Setting a Savings Goal
Creating Budgets
Other Features
Quicken at Home
Property & Debt
Entering Assets & Liabilities
Your Household Inventory
More On Investment
Securities & Accounts pt. 1
Securities & Accounts pt. 2
Staying Current – Transactions
Monitoring Your Portfolio
Asset Allocation & Rebalancing
Quicken in Business
Overview of Business Features
Customer Invoices & Income
Estimates & Direct Deposit
Expenses & Bill Paying
Sales Tax & Reports
The Address Book
Setting Up the Address Book
Importing Data
Best Practices
Working With the Internet
The Internet Connection
Internet Security
Error Recovery
Foreign Currencies
Working with Foreign Currencies
Updating Rates & Investments
Protecting Your Data
Local & Online Backups
Making a Copy of Your File
Shortcut & Tips
Keyboard Shortcuts
Quick Tips
Getting Support
The He|p Menu
Technical Support
Conclusion
Wrap Up
About the Author