Prerequisites

You can successfully complete this course without any prior software knowledge or computer experience. A basic understanding of the computer operating system you are using is recommended.

Course Content

Getting Started

• About Quicken
• Starting Quicken
• The Quicken Operating Environment
• Exiting Quicken

Setting Up Accounts

• Setting Up a New File Identifying Cash Flow Center Accounts
• Setting Up a Checking Account
• Setting Up Credit Card and Savings Accounts
• Selecting an Account
• Editing Account Information
• Deleting an Account

Categorizing Transactions

• Opening the Category List
• Creating Categories
• Creating Subcategories
• Deleting a Category

Adding Transactions to a Register

• Entering Checks and Deposits in a Checking Account Register
• Entering Charges and Payments in a Credit Card Account Register
• Revising an Entered Transaction
• Printing the Register

Transferring Funds

• Transferring Money Between Checking Accounts
• Transferring Money into a Savings Account
• Entering Cash Advances
• Making a Credit Card Payment
• Moving to a Parallel Transaction

Splitting Transactions

• Splitting a Check
• Spitting a Credit Card Transaction Splitting a Deposit

Using Memorized Transactions

• Changing QuickFill Options
• Memorizing and Recalling Transactions Manually
• Editing and Deleting Memorized Transactions

Scheduling Transactions

• Scheduling Individual Transactions
• Setting Up a Transaction Group
• Scheduling Transactions on the Calendar
• Adding Notes to the Calendar

Balancing a Checkbook

• Reconciling a Bank Statement
• Printing a Reconciliation Report
• Correcting Differences

Creating Reports

• Creating an EasyAnswer Report
• Working with a Report
• Customizing a Report
• Matching Report Items
• Printing a Report

Using Online Account Services

• Understanding Online Account Services
• Setting Up Quicken to Work with the Internet
• Enabling Accounts for Online Services
• Setting Up an Online Payee
• Creating an Online Payment
• Creating a Repeating Online Payment
• Sending Online Payments
• Canceling an Online Payment