Название: Quicken for Windows: The Official Guide, 8th Edition
Автор: Bobbi Sandberg
Издательство: McGraw-Hill Education
Год: 2018
ISBN: 9781260117301
Серия: Quicken: the Official Guide
Формат: epub
Страниц: 376
Размер: 24,7 mb
Язык: English

The text starts by explaining the basics—the common, everyday tasks that you need to know just to use the program. It then goes beyond the basics to show you how to use Quicken to save time, save money, and make smart financial decisions. Along the way, it shows you most of Quicken’s features, including many that you probably didn’t even know existed. You’ll find yourself using Quicken far more than you ever dreamed you would.

This book is logically organized into six parts, each with at least two chapters.

Part One: Learning Quicken Basics This part of the book introduces Quicken Personal Finance Software’s interface and features. It begins by explaining how to install Quicken and showing you the elements of its user interface, including some of Quicken’s online features. It explains Quicken’s Mobile app and how you can access your financial information from your smart phone or other mobile device.

Part Two: Organizing Quicken for You This part of the book explains how to set up Quicken Personal Finance Software for everyday use. It starts by explaining the basics of creating accounts and how to categorize your transactions (and why!). You will understand how Quicken account registers work and how to manually record bank and credit card transactions. Then, you will learn how you can take advantage of online transaction entry and payment processing features such as Transaction Download and Online Bill Pay. It provides details about how you can tap into the power of Quicken to automate many entry tasks, thus saving you time.

Part Three: Tracking Your Money This part of the book describes how Quicken Personal Finance Software helps you track your money. It starts by explaining how to create reminders for your bills and how to organize your spending. You’ll learn how to reconcile both bank and credit card statements and why both procedures are important. It then explains the basics of tracking investments in Quicken and goes on to describe how you can use Quicken’s online investment tracking features to download investment information from your brokerage firm and exchange information with Quicken.com. Along the way, it provides a wealth of information you can use to invest wisely and maximize your investment return.

Part Four: Assessing Your “Money’s Worth” This part of the book explains how you can use Quicken Personal Finance Software’s features to keep track of your property and loans. It starts by showing you how you can use the Property & Debt tab and other Quicken features to monitor expenses related to your assets and debts. It then continues to explain how to use the Investing tab and some useful Quicken tools.

Part Five: Looking Toward Tomorrow This part of the book tells you about Quicken Personal Finance Software’s planning and reporting features, which you can use to plan for your retirement, major purchases, and other life events. It covers Quicken’s built-in financial calculators, as well as features that can help you save money to make your dreams come true. You are introduced to the many tax tools that are available in Quicken to help you prepare for tax time and, finally, you’ll learn how to use Quicken’s powerful reporting capabilities.

Part Six: Appendixes This part of the book provides some additional information you may find helpful when using Quicken Personal Finance Software. These appendixes explain how to work with Quicken data files and how to customize Quicken.