Quicken 2007 personal finance software quicksteps

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Acknowledgments	p. xii
Introduction	p. xiii
Chapter 1 Stepping into Quicken	p. 1
Meet Quicken	p. 2
Determine the Version for You	p. 2
Upgrading Quicken	p. 2
Install Quicken 2007	p. 3
Install Quicken	p. 3
Viewing the Installation CD	p. 4
Complete the Installation	p. 4
Get Started with Quicken	p. 5
Start Quicken	p. 5
Creating a Quick Launch Shortcut	p. 6
Register Quicken	p. 6
Use Quicken New User Setup	p. 7
Understand the Home Page	p. 11
Add Accounts Manually	p. 12
Using the Ticker Symbol Lookup	p. 14
Using the Address Book	p. 18
Find Help	p. 18
Updating Quicken	p. 20
Exit Quicken	p. 20
Use Quicken and Windows Basics	p. 20
Recognize Quicken Terms	p. 20
Finding More Keyboard Shortcuts	p. 23
Use Windows Tools	p. 23
Chapter 2 Making Quicken Yours	p. 25
Customize the Home Page	p. 26
Customize the Toolbar	p. 26
Manage Accounts	p. 29
Editing an Account	p. 31
Work with the Default Quicken Home Page	p. 31
Changing the Dates for Scheduled Transaction Lists and Graphs	p. 33
Understanding the In/Out/What's Left Snapshot	p. 34
Design a New Home Page View	p. 34
Set Preferences	p. 34
Add and Change Accounts	p. 36
Add Cash Flow Accounts	p. 36
Adding a Cash Account	p. 37
Use Quicken Online	p. 38
Understand Online Services	p. 39
Deciding to Use Online Banking Services	p. 40
Set Up Online Banking	p. 40
Activate One Step Update	p. 43
Use Quicken Bill Pay	p. 43
Managing Your Passwords	p. 44
Understand Categories	p. 44
Work with Categories	p. 45
Using Tax-Line Assignments	p. 46
Add a Category	p. 46
Renaming a Category	p. 47
Protect Your Quicken Data	p. 48
Deleting Categories	p. 49
Back Up Your Data to External Media	p. 49
Chapter 3 Setting Up the Other Centers	p. 51
Understand Financial Terminology	p. 51
Use the Investing Center	p. 52
Track Investments	p. 53
Set Up a Standard Brokerage or IRA Account	p. 54
Understanding Placeholders in Investment Accounts	p. 56
Set Up One Step Update	p. 58
Add a 401(k) or 403(b) Account	p. 60
Creating a Single Mutual Fund Account	p. 61
Use the Property & Debt Center	p. 61
Work with the Property & Debt Center	p. 62
Set Up a House Account with a Mortgage	p. 62
Deleting and Hiding Accounts	p. 64
Add Other Property and Debt Accounts	p. 64
Add Other Liability Accounts	p. 65
Use EasyStep Loan Setup	p. 66
Printing an Amortization Schedule	p. 68
Chapter 4 Using Quicken Every Day	p. 69
Understand Basic Transactions	p. 69
Establish Preferences for Your Registers	p. 70
Set Register Preferences	p. 70
Determine QuickFill Preferences	p. 72
Set Notify Preferences	p. 73
Set Preferences for Writing Checks	p. 74
Setting Downloaded Transaction Preferences	p. 75
Work with the Register	p. 75
Enter a Check	p. 75
Print Checks with Quicken	p. 77
Entering a Deposit	p. 80
Create a New Transaction Category	p. 80
Changing, Voiding, or Deleting a Transaction	p. 81
Perform Activities with Check Registers	p. 81
Create a Split Transaction	p. 81
Transfer Funds from One Account to Another	p. 83
Locate Transactions	p. 84
Sorting Transactions	p. 85
Filter Transactions for More Information	p. 85
Attach Digital Images to a Transaction	p. 86
Using the Clipboard in Windows	p. 87
Rate Your Payees	p. 87
Set Up Your Printer and Print a Register	p. 88
Use Other Cash Flow Center Registers	p. 89
Chapter 5 Taking Control with Quicken	p. 91
Memorize Your Entries	p. 91
Create a Memorized Payee	p. 92
Change Memorized Payees	p. 93
Use Renaming Rules for Downloaded Transactions	p. 94
Create and Memorize a Split Transaction Using Percentages	p. 95
Locking a Memorized Payee	p. 96
Create a Schedule	p. 96
Understand Scheduled Transactions	p. 97
Find Recurring Transactions	p. 97
Schedule a Transaction	p. 98
Understanding Scheduled Transaction Methods	p. 101
Create a Scheduled Transaction	p. 102
Use the Calendar	p. 103
Showing Transactions on Your Calendar	p. 106
Use the Scheduled Transaction List	p. 106
Scheduling Repeating Online Payments	p. 109
Use Reports and Graphs	p. 109
Set Report Preferences	p. 110
Create a Standard Report	p. 111
Creating a Mini-Report	p. 112
Create a Standard Graph	p. 112
Chapter 6 Tracking Your Assets and Liabilities	p. 113
Work with Asset and Liability Accounts	p. 113
Link an Asset to a Liability Account	p. 114
Adjust the Value of an Asset	p. 115
Linking Multiple Liability Accounts to One Asset Account	p. 116
Understanding Depreciation	p. 117
Work with Loans	p. 117
Adjust the Interest Rate on a Loan	p. 117
Handle Other Loan Functions	p. 118
Making Additional Principal Payments	p. 121
Understand Alerts	p. 123
Deleting an Alert	p. 124
Set Up Alerts	p. 124
Create Custom Reports	p. 124
Customize an Existing Report	p. 125
Save a Customized Report	p. 128
Manage Custom Folders for Saved Reports	p. 129
Add a Report to the Quicken Toolbar	p. 129
Recalling a Saved Report	p. 130
Create a Net Worth Report	p. 130
Use Quicken Home Inventory	p. 131
Set Options for Quicken Home Inventory	p. 131
Understand Quicken Home Inventory	p. 132
Start a Home Inventory	p. 134
Create and Print Reports in Quicken Home Inventory	p. 135
Protecting Your Inventory Data with Passwords	p. 136
Send Quicken Home Inventory Data to Quicken	p. 136
Back Up Quicken Home Inventory	p. 137
Chapter 7 Keeping Your Records Up to Date	p. 139
Reconcile Checking and Savings Accounts	p. 140
Reconcile Quicken with Your Bank's Paper Statement	p. 140
Make Corrections in the Statement Summary Window	p. 142
Reconciling for the First Time	p. 143
Deal with Unrecorded Items	p. 143
Reconcile Online	p. 144
Using a Quicken Adjustment	p. 145
Reconcile Credit Card Statements	p. 145
Activating Automatic Reconciliation	p. 146
Finding and Resolving Credit Card Errors	p. 148
Reconcile Investment Accounts	p. 148
Reconcile an Investment Account to a Paper Statement	p. 148
Updating Prices Manually from a Paper Statement	p. 150
Reconcile a Single Mutual Fund Account	p. 150
Update 401 (k) Accounts	p. 152
Understanding How Quicken Works with 401(k)/403(b) Accounts	p. 153
Reconcile Property & Debt Accounts	p. 154
Update an Asset or Liability Account	p. 154
Using the Find And Replace Dialog Box	p. 155
Watch for Escrow Discrepancies	p. 155
Prepare for Emergencies	p. 156
Use the Emergency Records Organizer	p. 156
Create Reports in the Emergency Records Organizer	p. 157
Protect Your Data	p. 158
Chapter 8 Managing Your Investments	p. 159
Understand the Today's Data Tab	p. 160
Download Quotes	p. 160
Getting a Quote for a Security	p. 161
Set Up Quicken.com	p. 161
Use Quicken WebEntry	p. 162
Work with Investment Alerts	p. 163
Scheduling One Step Updates	p. 164
Manage Your Security List	p. 165
Working with Your Watch List	p. 167
Work with the Analysis Tab	p. 167
Choose Accounts to Analyze	p. 167
Allocate Your Assets	p. 169
Use the Portfolio Analyzer	p. 171
Estimate Capital Gains	p. 171
Work with the Portfolio Tab	p. 173
Understand Portfolio Terms	p. 174
Customize Your Portfolio View	p. 174
Setting Options in Your Portfolio View	p. 175
Explore the Performance Tab	p. 175
Use the Growth Of $10,000 Utility	p. 176
Customizing the Date Range	p. 177
Filter the Average Annual Return Analysis	p. 177
Use the Performance Research Tools	p. 177
Working with a Single Investment Account	p. 180
Chapter 9 Making Plans for Your Future	p. 181
Work with Assumptions	p. 182
Understand How to Plan with Quicken	p. 182
Enter Information About Yourself	p. 182
Understanding Your Social Security Retirement Age	p. 184
Enter Income Information and Your Tax Rate	p. 184
Estimating Inflation for Your Plan	p. 187
Consider Savings, Investments, and Rate of Return	p. 187
Entering Your Expected Rate of Return	p. 188
Work with Homes and Other Assets	p. 188
Associating Income with an Asset in Your Plan	p. 191
Use the Loans And Debt Planner	p. 191
Figure Your Living Expenses	p. 192
Planning to Pay for College	p. 193
Understand the Plan Results	p. 193
Use the Planners	p. 194
Use the Debt Reduction Planner	p. 195
Using What Ifs	p. 197
Use the Calculators, Budgets, and Other Tools	p. 198
Get Quick Answers with Calculators	p. 198
Create a Budget	p. 198
Work with Your Budget	p. 200
Chapter 10 Getting Ready for Tax Time	p. 201
Use the Tax Planner	p. 202
Enter the Tax Planner Options	p. 202
Enter Income into the Tax Planner	p. 203
Using the Tax Line in Categories	p. 204
Enter Interest, Dividend, and Business Income	p. 204
Enter Capital Gains	p. 205
Work with Other Income or Losses	p. 205
Determining the Type of Capital Gain	p. 206
Work with Income Adjustments and Deductions	p. 206
Deducting State Sales Tax	p. 209
Update Your Federal Withholdings	p. 209
Setting Tax Alerts	p. 210
Work with the Tax Tab	p. 210
Assign Tax-Related Expenses and See Your Taxable Income	p. 211
Use the Tools in the Tax Tab	p. 212
Use Turbo Tax and Online Tax Tools	p. 212
Creating Tax Reports	p. 213
Explore the Tax Menu	p. 213
Use Tax Menu Items	p. 213
Use the Deduction Finder	p. 214
Use the Itemized Deduction Estimator	p. 215
Use the Tax Withholding Estimator	p. 217
Index	p. 219

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