Synopses & Reviews
Take control of your personal finances with Quicken starting today!
You want to get your finances organized, but the project seems overwhelming? Quicken can help you manage your finances, and this book makes it easy! Discover how to track your income and expenses, maximize savings, pay your bills, manage your investments, and prepare for tax time.
- First steps install Quicken 2014, set up your accounts and categories, and synchronize it with your financial institutions
- The big picture understand how Quicken helps you track tax deductions, print checks, and monitor spending
- Your secret plan follow the simple steps to planning an achievable budget for yourself or your business
- Follow the money track cash flow, income and expenses, investing activity, and more with Quicken's ready-made reports
- A matter of balance reconcile your bank accounts, use online banking, and simplify all your financial housekeeping
- Invest for success keep tabs on your investments wherever they are, in your 401(k), IRA, stocks, or bonds
- Serious business capture your business and personal expenses in one place and track how your business is doing
- Want a tip? answers to frequently asked questions and troubleshooting advice
Open the book and find:
- An easy guide to setting up Quicken
- Advice for banking and paying bills online
- Tools for calculating loans, college costs, and retirement
- Solutions for managing your financial affairs efficiently
- Tips for managing small business finances
- Details on managing and monitoring credit card use
- Steps for generating reports and charts
- How to manage your rental property
- Maintain detailed financial records
- Manage your bills, save money, and create a budget
- Reduce your debt and maximize your investments
- Categorize deductions and plan for tax time
- What the book covers: getting started with Quicken, installing and setting up Quicken, organizing your financial records, maintaining your banking information on a computer, setting a budget, creating and printing financial reports and graphs, accessing account information and paying bills online, reconciling account balances, planning for tax time, tracking credit cards, managing mutual funds, stocks, and bonds, tracking mortgages, loans and other debts, monitoring tax-deferred investments, managing rental property, tracking accounts receivables and payables, and more.
- Series features: Information presented in the straightforward but fun language that has defined the Dummies series for more than twenty years.
The classic guide to the market-leading personal finance software returns, updated and revised throughout!
In the latest edition of this perennial bestseller, financial expert Stephen Nelson shows you how to take control of your finances and get them in order quickly with Quicken 2014, the number one personal finance software on the market. Nelson provides you with a helpful introduction to all the latest features and enhancements to Quicken and shares expert advice on managing your bills; reconciling bank accounts online; recording credit card and other transactions; tracking investments, mortgages and other assets and liabilities; and more.
- Walks you through installing and setting up Quicken, maintaining your financial information safely on a computer, setting a budget, and creating financial reports
- Highlights ways to save money for college or retirement, minimize taxes, and maintain detailed financial records
- Zeroes in on paying bills online; managing mutual funds, stocks, and bonds; and keeping track of loans and other debts
- Presents a fun and friendly approach to a topic that many people find intimidating or overwhelming
Whether you're a first-time Quicken customer or looking to take advantage of the latest updates the new version has to offer, Quicken 2014 For Dummies will help you get your personal finances in order in no time!
About the Author
Stephen L. Nelson, MBA, CPA, provides accounting, business advisory, tax planning, and tax preparation services to small businesses. He belongs to the American Institute of CPAs and holds an MBA in Finance and a Masters in Taxation. His 100-plus books, including QuickBooks For Dummies and Quicken For Dummies, have sold more than four million copies.
Table of Contents
Part I: Zen, Quicken, and the Big Picture 5
Chapter 1: Setting Up Shop 7
Chapter 2: Introduction to the Big Picture 21
Chapter 3: Maximum Fun, Maximum Profits 43
Part II: The Absolute Basics 55
Chapter 4: Checkbook on a Computer 57
Chapter 5: Printing 101 85
Chapter 6: Online and In Charge 97
Chapter 7: Reports, Charts, and Other Cool Tools 105
Chapter 8: A Matter of Balance 125
Chapter 9: Housekeeping for Quicken 137
Chapter 10: Compound Interest Magic and Other Mysteries 153
Part III: Home Finances 173
Chapter 11: Credit Cards, Petty Cash, and PayPal 175
Chapter 12: Other People's Money 197
Chapter 13: Tracking Tax-Deferred Investments 221
Chapter 14: Stocks and Bonds 245
Part IV: Very Serious Business 263
Chapter 15: Mind Your Business 265
Chapter 16: Managing Rentals 289
Part V: The Part of Tens 297
Chapter 17: (Slightly More Than) Ten Questions I’m Frequently Asked about Quicken 299
Chapter 18: (Almost) Ten Tips on How Not to Become a Millionaire 309
Chapter 19: (Almost) Ten Troubleshooting Tips 319
Part VI: Appendixes 323
Appendix A: Quick-and-Dirty Windows 8 325
Appendix B: Glossary of Business, Financial, and Computer Terms 343