Synopses & Reviews
If just thinking about financial management gives you a headache, personal finance software is better than aspirin. Quicken is tops, and Quicken 2009 For Dummies
is the quickest and easiest way to put it to work.
Here’s the plain-English guide to using the newest update of the nation’s leading personal finance software. A leading CPA shows you how to track your finances day to day, keep your checkbook and pay bills online, and even plan for tax time with Quicken. Learn as much or as little as you need to know — just how to keep your checkbook straight, or even how Quicken helps manage stocks and the business end of rental property.
- Install and set up Quicken 2009, or update data files from a previous version
- Learn to make a budget that’s flexible enough to work for your family or your business
- Keep your checkbook up to date, handle banking transactions online, and use Quicken calculators
- Print Quicken reports to help you track cash flow, identify missing checks, summarize spending, and more
- Set up tax-deferred or brokerage accounts and buy and sell securities
- Track your credit cards and bank accounts as well as mortgages, loans, and other debts
- Use Quicken’s Home & Business or Rental Property Manager versions to keep your business books
- Handle payroll for business or household employees
- Track deductions to make tax preparation easier
With Quicken 2009 For Dummies, you’ll feel like a financial wizard!
* What the book covers: getting started with Quicken, maintaining your checkbook on a computer, using reports, charts, and other tools, accessing account information and paying bills online, planning for taxes, tracking credit cards, managing mutual funds, stocks, and bonds, tracking loans, preparing payroll, tracking accounts receivables and payables, and more.
* Updated coverage of the new version: Revised throughout to cover the latest updates and enhancements made to Quicken.
* Series features: Information presented in the straightforward but fun language that has defined the Dummies series for more than fifteen years.
About the Author
Stephen L. Nelson is a CPA in Redmond, Washington. Nelson has an undergraduate degree in accounting, a Master of Business Administration degree in fi nance, and a Master of Science degree in taxation. He’s spent more than two decades helping individuals, real estate investors, and businesses manage their fi nances — usually, in part, by better use of computer systems such as Quicken.
Table of Contents
Part I: Zen, Quicken, and the Big Picture.
Chapter 1: Setting Up Shop.
Chapter 2: Introduction to the Big Picture.
Chapter 3: Maximum Fun, Maximum Profits.
Part II: The Absolute Basics.
Chapter 4: Checkbook on a Computer.
Chapter 5: Printing 101.
Chapter 6: Online and In Charge.
Chapter 7: Reports, Charts, and Other Cool Tools.
Chapter 8: A Matter of Balance.
Chapter 9: Housekeeping for Quicken.
Chapter 10: Compound Interest Magic and Other Mysteries.
Part III: Home Finances.
Chapter 11: Credit Cards, Petty Cash, and PayPal.
Chapter 12: Other People's Money.
Chapter 13: Tracking Tax-Deferred Investments.
Chapter 14: Stocks and Bonds.
Part IV: Very Serious Business.
Chapter 15: Mind Your Business.
Chapter 16: Managing Rentals.
Part V: The Part of Tens.
Chapter 17: (Slightly More Than) Ten Questions I'm Frequently Asked about Quicken.
Chapter 18: (Almost) Ten Tips on How Not to Become a Millionaire.
Chapter 19: (Almost) Ten Troubleshooting Tips.
Part VI: Appendixes.
Appendix A: Quick-and-Dirty Windows Vista.
Appendix B: Glossary of Business, Financial, and Computer Terms.