Synopses & Reviews
Quicken is a convenient way to keep track of personal finances, but many people are unaware of Quicken's power and end up using only the basic features. Sometimes Quicken raises more questions than it answers: Return of capital from stock? Net worth? What are they and why do you need to know about them? Luckily, Quicken 2009: The Missing Manual picks up where Quicken's help resources leave off.
You'll find step-by-step instructions for using Quicken on your Windows PC, including useful features such as budgeting, recording investment transactions, and archiving Quicken data files. You also learn why and when to use specific features, and which ones would be most useful in a given situation. This book helps you:
- Set up Quicken to take care of your specific needs
- Follow your money from the moment you earn it
- Make deposits, pay for expenses, and track the things you own and how much you owe
- Take care of financial tasks online, and quickly reconcile your accounts
- Create and use budgets and track your investments
- Generate reports to prepare your tax returns and evaluate your financial fitness
And a lot more. Quicken 2009: The Missing Manual accommodates readers at every technical level, whether you're a first-time or advanced Quicken user. For a topic as important as your personal finances, why trust anything else?
Quicken is a convenient way to keep track of personal finances, but many people are unaware of Quicken's power and use only its basic features. With "Quicken 2009: The Missing Manual," readers of all levels will quickly learn how to use all aspects of the program so they can accurately handle their money. From recording checks and credit card charges to reconciling accounts, budgeting, handling loans, investments, and online transactions, "Quicken 2009: The Missing Manual" covers everything in a friendly, witty style that engages novices and experts alike. Beginners will appreciate the clear guidance on setting up Quicken to simplify their financial management tasks. Experienced users will learn how to work around Quicken's idiosyncrasies. This book shows people how to use Quicken more effectively to track their money, stay on top of important financial decisions, and compile tax data automatically.
About the Author
Bonnie Biafore has always been a zealous planner, whether setting up software demos, cooking gourmet meals, or scheduling a vacation to test the waters of spontaneity. Ironically, fate, not planning, turned this obsession into a career as a project manager. When she isn't managing projects for clients, Bonnie writes about project management, small business accounting, personal finance, investing, and technology. She's also branching out into other "dry" topics with articles for the Wine Enthusiast. As an engineer, she's fascinated by how things work and how to make things work better. She has a knack for mincing dry subjects like accounting and project management into easy to understand morsels and then spices them to perfection with her warped sense of humor.
Bonnie is the award-wining author of more than a dozen books including Quicken 2009: The Missing Manual, QuickBooks 2009: The Missing Manual, Project 2007: The Missing Manual, the Better Investing Stock Selection Handbook (which won an APEX Award of Distinction), Online Investing Hacks, and On Time! On Track! On Target!. She also writes regularly about financial topics for Better Investing bankrate.com and interest.com. When unshackled from her computer, she hikes in the mountains, cycles, rehabilitates horses, cooks gourmet food, and, most importantly, tries saying no to additional work assignments.
Table of Contents
The Missing Credits; About the Author; About the Creative Team; Acknowledgments; The Missing Manual Series; Introduction; Managing Personal Finance with Quicken; What's New in Quicken 2009; About This Book; About the Outline; The Very Basics; About MissingManuals.com; Safari® Books Online; Part I: Getting Started; Chapter 1: Setting Up Quicken; 1.1 Launching Quicken; 1.2 Setting Up Your Data File; 1.3 Using the Setup Center; 1.4 Converting Existing Data Files; 1.5 Opening a Quicken File; Chapter 2: Taking Quicken for a Test Drive; 2.1 Getting Around In Quicken; 2.2 Recording Payments and Deposits; 2.3 Reviewing Your Finances; Chapter 3: Setting Up Accounts; 3.1 How Accounts and Categories Work Together; 3.2 Choosing Which Account Type to Use; 3.3 Creating Banking Accounts; 3.4 Editing Account Information; 3.5 Closing Accounts; Chapter 4: Categories and Tags: Tracking Transactions; 4.1 Understanding Categories and Tags; 4.2 Adding New Categories; 4.3 Editing Categories; 4.4 Removing Categories; 4.5 Organizing Categories; 4.6 Setting Up Tags; Part II: Getting Down to Business; Chapter 5: Recording Banking Transactions; 5.1 Transaction Basics; 5.2 Recording Checks; 5.3 Storing Addresses; 5.4 Recording Deposits; 5.5 Recording Credit Card Charges; 5.6 Recording Cash Transactions; 5.7 Editing Transactions; 5.8 Reminders, Notes, and Attachments; 5.9 Tagging Transactions; Chapter 6: Quicken and the Web: Online Banking; 6.1 What Quicken Can Do Online; 6.2 Connecting Quicken to the Internet; 6.3 Setting Up an Account for Online Services; 6.4 Downloading Transactions; 6.5 Updating All Accounts: One Step Update; 6.6 Renaming Payees; 6.7 Paying Bills Online; 6.8 Setting Up Online Transfers; Chapter 7: Transaction Timesavers; 7.1 Transferring Money Between Accounts; 7.2 Voiding Transactions; 7.3 Splitting Transactions; 7.4 Searching for Transactions; 7.5 Recategorizing Transactions; 7.6 The Transaction Edit Menu; 7.7 Scheduling Transactions; 7.8 Automatically Recording Paycheck Deposits; 7.9 Managing Memorized Payees; Chapter 8: Reconciling: Making Sure Quicken and Your Bank Agree; 8.1 Prep Time: Reviewing Your Account; 8.2 First Steps: Telling Quicken What to Compare; 8.3 Reconciliation: The Actual Review; 8.4 Modifying Transactions During Reconciliation; 8.5 Stopping and Restarting a Reconciliation; 8.6 When Your Records Don't Agree with Your Bank's; 8.7 Reconciling Automatically; Part III: Tuning Your Financial Engine; Chapter 9: Tracking Property and Debt; 9.1 Property and Debt: An Introduction; 9.2 Setting up Asset and Liability Accounts; 9.3 Setting Up a Loan Payment; 9.4 Linking an Asset and a Loan; 9.5 Making a Loan Payment; 9.6 Working with Other Kinds of Debt; 9.7 Editing a Loan; 9.8 Refinancing a Loan; 9.9 Changing the Value of an Asset; 9.10 Acquiring and Disposing of Assets; Chapter 10: Taxes and Insurance; 10.1 Setting Quicken Up to Help with Taxes; 10.2 Gathering Tax Information; 10.3 Planning for Taxes; 10.4 Working with Insurance Transactions; Chapter 11: Monitoring Spending and Saving; 11.1 Creating a Budget in Quicken; 11.2 Filling In Budget Values; 11.3 Making a Budget Current; 11.4 Saving or Restoring a Budget; 11.5 Choosing Budget Categories; 11.6 Reviewing Spending and Saving; 11.7 Savings Plans: Iron-Handed Spending Control; 11.8 Saving for Short-Term Goals; Chapter 12: Investments; 12.1 Quicken Investment Tracking: Details or Overview?; 12.2 Choosing the Right Type of Account; 12.3 Creating an Investment Account; 12.4 Setting Up and Tracking Securities; 12.5 Recording Investment Transactions; 12.6 Downloading Investment Transactions; 12.7 Downloading Price Quotes; 12.8 Adjusting an Investment Account Balance; 12.9 Evaluating Your Portfolio; Chapter 13: Planning with Quicken Tools; 13.1 Telling Quicken About Yourself; 13.2 Planning for Retirement; 13.3 Saving for College; 13.4 Planning to Pay for a House; 13.5 Planning to Reduce Debt; 13.6 Planning Other Major Expenditures; Chapter 14: Creating Reports and Graphs; 14.1 An Introduction to Quicken's Reports; 14.2 Running Reports; 14.3 Printing Reports and Graphs; 14.4 Controlling How Reports Behave; 14.5 Customizing Reports; 14.6 Saving and Reusing Reports; Part IV: Quicken Power Tools; Chapter 15: Backing Up and Protecting Your Quicken Data; 15.1 Backing Up and Restoring Data Files; 15.2 Password Protection; 15.3 Archiving and Compacting a File; 15.4 Quicken File Maintenance; Chapter 16: Customizing Quicken; 16.1 Setting Preferences; 16.2 Customizing What You See; 16.3 Setting Up Alerts; Chapter 17: Exporting and Importing; 17.1 Exporting Quicken Data; 17.2 Importing Data into Quicken; Part V: Appendixes; Keyboard Shortcuts; Task Shortcuts; Working with Transactions; Dates; Moving Around in Quicken Windows; Quicken Help; Help for the Task at Hand; Working with Quicken Help; Quicken Product and Customer Support; The Quicken Forums; Installing Quicken; Installing Quicken; Upgrading Quicken; Registering Quicken; Colophon;