Index
Please note that index links point to page beginnings from the print edition. Locations are approximate in e-readers, and you may need to page down one or more times after clicking a link to get to the indexed material.
401(k)/403(b) accounts, 384
considerations, 537
overview, 234–235
updating, 257
457 plan, 234–235
A
AAR (average annual return), 349, 350–352
About Quicken, 39
access keys, 36
Account Details dialog, 72–75, 80–83
Account List window, 32, 78–88, 444
Account Overview window, 259–262
account registers. See registers
accounts. See also specific accounts
account/transaction types, 70–71
adding account information, 71–75
balance. See balances, account
balancing. See reconciling
changing location of, 30
changing order of, 85
closing, 83
considerations, 41–42
vs. data file, 40
deleting, 81
gathering data for, 41–42
hiding/displaying, 15–16, 83, 85
included in reports, 472, 476, 477
including tax information in, 444–445
intent for use, 84
keeping separate, 83
manual setup, 41–42
manual-entry account, 78
net worth by account type, 321, 324–325
participating financial institutions, 10–12
reorganizing, 85
retirement, 28
setting up, 66–71
setting up online services, 146–148
syncing on mobile devices, 12, 49–52
transferring money between, 167–169
types of, 27–29
updating in Quicken Mobile, 52–53, 58
viewing in Quicken Mobile, 61
viewing information about, 79–84
working with downloaded, 77–78
working with in Accounts List, 85–87
working with in Quicken Mobile, 48–53
Accounts drop-down list, 200–201, 322–323
Acrobat Reader, 450
Actions menu, 106–108
Add Account dialog, 10–13
Add-on Services tab, 34
Address Book, 204–207, 506, 536
alerts
alert groups, 208–211
check reorder, 209
debt accounts, 334–335
email, 54
general alerts, 209
insurance reappraisal, 209
investments, 366–367
large deposits/purchases, 54
low balance, 54
managing, 208–210
mortgage reappraisal, 209
overview, 208
preferences, 532
property accounts, 334–335
Quicken Mobile, 42–43, 51, 53–54
registers, 138
savings/savings accounts, 209
Summary view, 521
text, 54
transactions, 138
viewing, 210
working with, 210–211
All Bills & Deposits, 189, 190
All Reports menu, 469–471
All Transactions register, 543
Allocations view, 352–356
Analysis & Reports view, 523
animation, 531
annual view, budgets, 432–435
archive data file, 510
asset allocation, 346, 352–361
Asset Allocation Guide, 276, 353, 359, 360
assets/asset accounts, 291–335
adjusting for market value, 319–320
allocating assets, 346, 352–361
basics, 292–298
creating house account, 295, 296–298
creating property/debt alerts, 334–335
creating propery/debt accounts, 294–298
Debt view, 328–333
described, 28
income from, 386
ledger type, 26
loan information, 298–299
loan/debt graphs, 330–333
net worth by assets, 321, 323–324
other assets, 295
planned assets, 386
Property & Debt tab, 320–333
Property view, 326–328
property/debt registers, 333
recording depreciation, 320
recording improvements, 319
tax information, 308
transactions, 318–320
understanding assets and debts, 292–294
updating asset values, 319–320
viewing asset register, 307–308
ATM transactions, 110
Attachment utility, 543
attachments, 138–140, 255, 258
auto accounts, 295
automatic budgets, 424–435. See also budgets/budgeting
adding categories, 426, 428–430
adding/changing budget name, 425, 429, 435
overview, 426
working with, 426–431
Automatic Transaction Entry, 84, 150
average annual return (AAR), 349, 350–352
B
Back button, 36
Balance of Selected Debt Accounts graph, 330
balances, account
beginning/ending, 468
ending, 32
projected, 179–180
balancing accounts. See reconciling
bank routing number, 147
banking/bank accounts. See also accounts
choosing bank during setup, 76–77
participating financial institutions, 10–12
reconciling, 214–225
setting up, 66–71
working with, 71–75
benchmarks, 347
Bill & Income reminders. See also bill reminders
button options, 188–189
creating reminders, 175–180
entering bill information, 184–187
linking online bills with billers, 180–182
managing reminders, 188–192
repeating online payments, 189, 190–192
Schedule These? list, 189
scheduling depreciation reminder, 322
setting up, 183–187
viewing bills in Bills Center, 187–188
What’s Left section, 179–180
working in Home tab’s Main view, 178–179
working with scheduled transactions, 188–189
Bill Pay, 82, 86, 144–146, 148
bill reminders. See also Bill & Income reminders
adding, 178
creating from downloaded transactions, 175–180
editing, 179
managing, 188–192
overview, 174
projected balances, 179–180
setting up, 183–187
bills
All Bills & Deposits, 189, 190
entering information, 184–187
managing, 182
monitoring, 195
Monthly Bills & Deposits, 188–189
reminders. See bill reminders
Schedule These? list, 189
Stay On Top Of Monthly Bills list, 178–179
updating, 182
view options, 187–188
Bills Center, 181–182, 187–188
Bills & Income tab, 34
brokerage accounts, 235
Budget Actions button, 429–430
Budget Amount Options tool, 430–431
Budget Your Spending, 523
budgets/budgeting, 424–436
additional tools, 430–431
annual view, 432–435
budget actions, 429–430
Budget Your Spending, 523
categories, 426, 428–430, 431, 433
creating alternative budget, 430, 435
creating automatically. See automatic budgets
details for future months, 433
duplicating a budget, 430
Everything Else amount, 430
forecasting, 436–438
overview, 424
preferences, 430
Projected Balances tool, 437
rollovers, 434–435
setting time period, 425, 427–428
showing budget in Home tab, 436
working with multiple budgets, 435
business loans, 301
buying shares, 266–267
Buy/Sell Preview, 363–364
C
calculators. See financial calculators
calendars
adding notes, 192
displaying, 189
Financial Calendar buttons, 192–194
Go To Date option, 192–194
navigation, 192
printing, 192
transactions, 194
camera icon, 65
Capital Gains Estimator, 364–366, 460
capital gains/losses
cash balance, 252
cash expenditures, 125
cash receipts, 125
cash transactions, 265–266
cash/cash accounts
creating, 76–77
entering transactions, 125
tracking expenditures, 72
types of transactions, 71
categories, 88–99
adding, 90–91
in budgets, 426, 428–430, 431, 433
connecting tax information with, 444, 445–447, 463
editing, 95
entering multiple, 112
entering payee instructions, 165
merging, 95
organizing into groups, 91–96
overview, 88
registers and, 110–112
reports, 96, 468, 471, 474, 475, 477
Spending By Category snapshot, 62–63
split transactions and, 114, 119–121
subcategories, 88, 89, 96, 112
tax reporting options, 90–91
transfers, 92
types of, 88
Category drop-down list, 111
Category List window
adding multiple categories, 91
creating new categories, 90–91
tax information, 444, 445–447, 463
working with, 88–91
CDs (certificates of deposit), 70, 236, 358, 367
charge cards, 409. See also credit cards
chart of accounts, 42
charts. See graphs/charts
check numbers, 536
check reorder alert, 209
checks
attaching image files to transactions, 138–140
entering transactions, 128
ordering, 127
preferences, 537
printing, 110, 127, 128–129, 513–515
registers. See registers
“click-through” bug, 501
college expenses, 390, 399–401
commercial loans, 301
construction loans, 301
consumer loans, 301
copy command, 134
Coverdell ESA account, 235
credit
credit score, 140–141
entering transactions, 123–124
limits on, 72, 209, 332–333, 408
linking to property accounts, 328
transactions, 71
credit cards/credit card accounts
charge cards as alternative to, 409
creating, 76–77
entering transactions, 123–124
finance charges, 124
information about, 332–333
interest, 332
limits on, 72, 209, 332–333, 408
making payments, 227–228
minimum payments, 413–418
monitoring with Quicken Mobile, 48, 53–54
number field, 109–110
one-time payment, 422
payoff options, 422
rebates, 124
reconciling, 226–230
recording strategies, 122–123
shopping for better interest rates, 408
tracking, 121–122
transactions, 70–71
transfers, 71
credit score, 140–141
CSV files, 507
Current Value graph, 331–333
custodial accounts, 237
customer ID number, 147
customization, 517–545. See also preferences
Account Bar, 32–33
Action Bar, 318
creating Analysis & Reports view, 523
creating Home tab views, 518–520
creating Summary view, 520–523
overview, 517
Reports & Graphs, 539
tips for, 541–543
Customize dialog, 474, 476–479
D
data files, 489–516
vs. accounts, 40
archive, 510
backing up. See backups
checking integrity of, 510–512
comparing data with, 247
converting older files, 542–543
copying, 508–510
creating, 491–492
current, 509–510
damaged, 512
importing files into Quicken, 506–507
moving between computers, 505–506
printing. See printing
protecting/securing, 494–498
removing personal data from, 38
restoring, 504–506
sanitizing, 38
saving, 493–494
sending to Quicken Care team, 38
showing, 494
single vs. multiple, 40
working with multiple, 490–494
year-end copy, 509–510
debt reduction. See also Debt Reduction Planner
existing debt accounts, 411–419
identifying what you owe, 412–413
modifying the plan, 419–420
new debt accounts, 423
overview, 407–408
taking control, 407–409
Debt Reduction Planner
applying to existing debt accounts, 411–419
applying to new debt accounts, 423
determining what you owe, 412–413
entering debt details, 413–415
Existing Debt tab, 388
making a plan, 415–419
modifying the plan, 419–420
overview, 410
What If tool, 421–422
Debt view, 328–333
debt/debt accounts. See also liabilities; loans
alerts, 334–335
considerations, 295
consolidating debt, 409
creating debt accounts, 294–298
debt options, 330
described, 29
graphs, 330–333
living debt free, 409
loan information, 298–299
minimum payments, 413–418
reducing debt. See debt reduction
registers, 333
tax information, 308
understanding assets and debts, 292–294
viewing debt register, 307–308
Deduction Finder, 456–458, 463
deductions. See also tax entries
itemized, 459–460
maximizing, 456–460
paycheck setup, 445
tax-related expenses, 462–463
Delete Account option, 81
deposits
All Bills & Deposits, 189, 190
bank transactions, 70
Bill and Income Reminders, 189
large deposit alerts, 54
Monthly Bills & Deposits, 188–189
scheduled, 189
depreciation, 320
detecting transfers between accounts, 169
dialogs, 36
Direct Connect
connecting to financial institution, 152–153
selecting connection method, 150
setting up, 148
Transaction Download and, 144, 145
dividend payments, 269–270
domestic bonds, 274
donut charts, 324
Downloaded Posting Date, 222
downloaded transactions, 104–105, 537–538
downloads
Account List options, 86
asset class information, 282–283
historical information, 282, 351–352
online quotes, 279–283
Quicken installation program, 8
transactions. See transaction downloads
working with downloaded accounts, 77–78
E
EasyAnswer reports/graphs, 466, 467, 476
Education IRA, 235
EFT (electronic funds transfer), 110
e-mail, 169–170
email alerts, 54
Emergency Records Organizer, 543–545
Employee Stock Option and Sold (ESPP) shares, 264, 271
ending balance, 32
equity, 293, 294, 295, 301, 314
Equity button, 314–315
error messages, 497–498
ESPP (Employee Stock Option and Sold) shares, 264, 271
estimators, tax planning, 456–464
Event Status snapshots, 394
Everything Else amount, 430
exchange rates, 247
expenses
adjustments to, 389–390
college expenses, 390, 399–401
ledger type, 26
personal expenses, 92
special expenses, 390–391
tax-related, 462–463
exporting items
graphs/reports, 472, 474, 483–484, 486
portfolio, 284–285
TurboTax reports, 452
Express Web Connect
connecting to financial institution, 152–153
costs of, 146
selecting connection method, 150
setting up, 148
transaction downloads, 144, 145, 152
F
File menu, 490
files. See also data files
attachments, 138–140
importing into Quicken, 506–507
Rental Property Manager, 507
Filter button, 37
finance charges, 124
financial calculators
accessing, 396
College Calculator, 399–401
Loan Calculator, 403–405
overview, 396
for planning, 396–405
Refinance Calculator, 401–402
Retirement Calculator, 397–399
Savings Calculator, 402–403
tax calculators, 449–450
Financial Calendar, 192–194
financial institutions
Account List options, 80
Direct Connect, 152–153
e-mailing, 169–170
Express Web Connect, 152–153
participating, 10–12
problems downloading transactions, 155
routing number, 147
updating, 20
financial planners, 34
financial position, 337–367
assets. See asset entries
Average Annual Return chart, 350–352
estimating capital gains, 364–366, 460
Growth Of $10,000 chart, 349–350
Investing tab. See Investing tab
investments. See investments/investment accounts
Performance view, 347–352
portfolio. See portfolio entries
previewing buy/sell decisions, 363–364
reports, 357–358
Tax Optimizer, 355–356
Find and Replace dialog, 131, 132
Find command, 131
flags, 138
forecasting, 436–438
Forward button, 36
G
global bonds, 274
graph window, 472–476
graphs/charts. See also reports; Reports & Graphs Center
asset allocation, 353–354
Average Annual Return, 350–352
Balance of Selected Debt Accounts, 330
colors, 530
Current Value, 331–333
donut charts, 324
Growth Of $10,000, 349–350
loan/debt graphs, 330–333
Multiple Security Charting, 287
Net Worth by Account Type, 321–326
portfolios, 347–352, 358, 360, 363
Projected Balances, 179–180
Show Graph option, 189
Spending, 199–202
H
help features, 38–39
Address Book, 205
Online Center, 247
Onscreen Help, 38–39
Quicken Mobile, 48, 52, 54, 62
Tips & Tutorials tab, 34
historic performance, 356–357
historical quotes, 282
home equity lines of credit (HELOC), 294, 295
home equity loans, 293, 294, 301
Home icon, Quicken Mobile, 58
Home tab, 33, 178–179, 518–520
house/home accounts
creating house account, 295, 296–298
creating property/debt accounts, 294–298
described, 295
home value, 296–298
refinancing home, 401–402
tracking loans for houses, 298
I
icons, 524
importing
files into Quicken, 506–507
income
from assets, 386
dividend payments, 269–270
investment income, 269–270, 357
ledger type, 26
net income over time, 63
personal income, 92
reminders. See Bill & Income reminders
income tax, 82, 254, 442, 452, 453
indexes, market, 275
installing Quicken, 5–10
insurance reappraisal alerts, 209, 335
interest rates
Account List options, 80
credit card payoff and, 422
on loans, 293–294
shopping for, 408
Interval drop-down list, 323
Investing Activity report, 357
Investing Goal List, 278
Investing & Requirements accounts, 235
Investing.Quicken.com, 284–287, 357, 533
investment accounts, 28
Investment Analysis tools, 358–367
investment goals, 278
investment transaction dialog, 262–266
Investment Transaction list, 255–258, 271, 532–533
investment transactions
actions, 263–265
buying shares, 266–267
cash transactions, 265–266
completing, 266
details about, 254
dividend payments, 269–270
entering, 257, 258, 262, 266–271
recording, 254
selling shares, 267–269
showing/hiding, 533
working with transaction buttons, 257–258
investments/investment accounts, 233–287
adding investment accounts, 238
alerts, 366–367
Allocations view, 352–356
analyzing investments, 358–367
attributes, 262
basics, 234–254
checking status of, 261
choosing account type, 236, 238
considerations, 237
creating investment accounts, 237–247
current holdings, 241–242
customizing portfolio views, 340–343
detailed information about accounts, 259–262
dividend payments and other income, 269–270
downloading online quotes, 279–283
entering investment information, 239–247
evaluating investment position, 337–338
LifeYield Tax Optimizer, 355–356
linked checking accounts, 256
managing portfolio, 236
Morningstar mutual fund ratings, 354
online research tools, 286–287
options, 261
overview, 234
performance, 260, 347–352, 357
Quicken brokerage account, 234
Quicken Premier enhancements, 236–237
reconciling investment accounts, 252–253
reports, 258, 357–358, 478, 479
returns on investments, 384
Security List, 272–278
stock quotes, 257, 279–283, 533, 536
tax implications, 260
top ten holdings, 361
transactions. See investment transactions
types of investment accounts, 234–236, 238
updating investments, 284–287, 356–357
value, 260
viewing investment accounts, 254
working with, 254–271
Itemized Deduction Estimator, 459–460
K
keyboard shortcuts, 36, 501, 515–516, 528
L
large cap stocks, 274
Lender Loans, 305–306
liabilities. See also debt entries
creating property and debt accounts, 294–298
ledger type, 26
net worth by liabilities, 321, 323–324
other liabilities, 295
Property view, 326–328
unlinking from properties, 328
license agreement, 6
life expectancy, 377–378
Lifetime Planner, 374–394
About You section, 376–378
expense assumptions, 386, 388–391
home/asset assumptions, 384–386
income assumptions, 378–381, 386
inflation and, 382
investment assumptions, 382–384
life expectancy, 377–378
living expenses, 389–390
loans/debt assumptions, 385, 386–388
overview, 374–375
retirement, 380–381
returns on investments, 384
reviewing/changing assumptions, 391–392
savings assumptions, 382–383
Savings & Investments section, 382–394
setting plan assumptions, 375–382
spouse/partner, 377
tax rate assumptions, 381–382
viewing plan results, 392–394
What If alternatives, 394–396
LifeYield Tax Optimizer, 355–356
lines of credit
linking to properties, 328
Property view, 326–328
list windows, 35
living expenses, 389–390
loan accounts, 299–318
Loan Calculator, 403–405
Loan Details dialog, 300–303
loan payments
making, 308–311
payment schedule, 313–314
viewing payment details, 313–314
loans. See also debt/debt accounts
Action Gear options, 316–318
changing loan information, 300–303, 311–313
college loans, 390
creating property and debt accounts, 294–298
current value, 331–332
Debt view, 328–333
graphs, 330–333
interest rates and term, 293–294
Lender Loans, 305–306
linking to properties, 327
Loan Calculator, 403–405
making loan payments, 308–311
minimizing cost of, 294
minimum payments, 413–418
New Loan option, 328
options, 330
payments. See loan payments
personal loans, 293
planned loans, 387
Property view, 326–328
reviewing, 292–293
tracking loans for houses, 298
viewing equity amount, 314–315
viewing loan information, 301–303, 308, 387–388
What If tool applied to, 315–316
log files, 39
M
market indexes, 275
market values, 319–320
memorized payees, 114–117, 534, 535, 536
Microsoft Money, 507
military loans, 301
Mobile & Alerts tab, 34
mobile applications (apps), 45–46
mobile devices. See also Quicken Mobile
getting started on, 55–56
installing Quicken Mobile on, 48, 55–56
viewing accounts, 61
viewing transaction details, 62–63, 64
working with accounts, 48–53
working with transactions, 58–65
Monthly Bills & Deposits, 188–189
Monthly Savings Targets snapshot, 394
More Actions menu, 133
Morningstar mutual fund ratings, 354
mortgage reappraisal alerts, 209
mortgages
Break Even Analysis options, 402
creating loan accounts, 299–308
reappraisal alerts, 335
refinancing, 401–402
tracking, 298
mutual funds, 354
N
net worth
Account List options, 86
by assets/liabilities, 321, 323–324
graphs/charts/reports, 321–326, 463
Taxable Income YTD snapshot, 463–464
viewing, 322–326
Notify options, 536
O
One Step Update
downloading transactions/balances, 18
overview, 17
scheduling updates, 19–20
sending payment instructions, 166
setting up, 17–20
updating investments, 357
online account services, 144–151
online bills, 182, 189, 190–192
Online Center, 151–170
basic actions/information, 151–152
connecting to financial institutions, 152–155
downloading transactions, 152–163, 247–248
making online payments, 163–170
renaming downloaded payees, 155–161
working with downloaded transactions, 155–161
online financial services, 16
Online Payment
canceling payments, 166–167
e-mailing financial institution, 169–170
entering payee information, 163–166
process of, 146
repeating payments, 189, 190–192
sending payment instructions, 166
transferring money between accounts, 167–169
online quotes, 279–283
online research tools, 286–287
online tax tools, 448–450
online transfers, 110
Outlook calendar, 18
P
passwords
changing, 495
considerations, 21, 144, 495, 498
data files, 494–498
error messages, 497–498
removing, 495
security options, 20
setting up online services, 144
transactions, 496
working with, 497–498
payable, defined, 293
Paycheck Setup Wizard, 196–199
paychecks, setting up, 196–199, 242, 445
payees
assigning to groups, 205
editing Address Book records, 206
entering payee information, 163–165, 538
included in reports, 477
memorized, 114–117, 534, 535, 536
renaming downloaded, 161–163
Payment Details tab, 313–314
payment schedule, 313–314
payments
Account List options, 86
bank transactions, 70
changing monthly payment, 421
credit card transactions, 71
dividends, 269–270
entering, 124
making loan payments, 308–311
minimum payment, 413–418
one-time payment, 422
online. See Online Payment
payroll, 196–199. See also paycheck
PDF format, 253, 450, 472, 484
pension, 381
performance
average rate of return, 361
investments, 260, 347–352, 357
securities, 351
Performance view, 347–352
personal expenses, 92
Personal Identification Number (PIN), 147
personal income, 92
personal loans, 293
personal property, 295
PIN (Personal Identification Number), 146–148
placeholder entries, 242–247
planning for future. See Lifetime Planner; retirement
Planning tab, 34
pop-up registers/windows, 37, 529, 531, 535
Portfolio view, 339–344
portfolios
analyzing, 361–363
customizing, 472
described, 234
downloading quotes, 356
exporting, 284–285
graphs/charts, 347–354, 358, 360, 363
holdings, 361
managing, 236
overview, 234–237
performance, 361
preferences, 343–344
risk profile, 361
tracking value of, 284–285
view options, 339–340, 343–344, 472
preferences, 528–541. See also customization
alerts, 532
backups, 499–501
budgets/budgeting, 430
colors, 530
data entry, 535
downloaded transactions, 104–105, 537–538
Investment Transaction lists, 532–533
keyboard mappings, 516
mobile devices, 51
navigation, 530
notifications, 536
portfolios, 343–344
Quicken Mobile, 51
QuickFill, 535–536
registers, 104–116, 127, 258, 533–538
reports/graphs, 538–539
setup options, 531–532
startup, 528–530
transactions, 534–535
warnings, 253
writing checks, 537
Preferences button, 37
Price and Volume alerts, 366
printing
Account List, 85–86
Address Book information, 206–207
calendars, 192
checks, 110, 127, 128–129, 513–515
deduction summary, 458
Investing Goal List, 278
options, 514
PDF files, 253
reconciliation reports, 230–231, 253
register reports, 127
registers, 107
reports/graphs, 472, 474, 485–486, 513
Security Type List, 277
setting up printers, 512–515
privacy statement, 6
PRN files, 486
projected balances, 179–180, 436–438
Projected Balances tool, 437
property accounts, 294–298, 333, 334–335
Property & Debt menu, 35
Property & Debt tab, 34, 320–333
Property view, 326–328
purchases, 54
Q
QDF extension, 490
QFX files, 506
Quicken
customizing. See customization
described, 4
exiting, 23
help for. See help features
importing files into, 506–507
installing, 5–10
interface, 14–16
keyboard shortcuts, 36, 501, 515–516, 528
license agreement, 6
membership, 39
preferences. See preferences
privacy statement, 6
product key/terms of use, 39
starting, 10
subscription model, 9–10
system requirements, 5
uses for, 4–5
Quicken brokerage account, 234
Quicken Deluxe, 4–5
Quicken Home, Business & Rental Property, 5
Quicken ID
considerations, 8, 9, 41, 490, 492
creating, 5–6
data files and, 40–41
overview, 21
Quicken Mobile and, 46, 48, 51, 56
Quicken Live Community, 38
Quicken Mobile, 45–65. See also mobile devices
getting started from desktop, 48–53
getting started on mobile device, 55–56
logging out, 62
Mobile Overview (home) page, 48–53, 57–65
overview, 45–47
passcode, 61–62
preferences, 51
Quicken ID and, 46, 48, 51, 56
Search field, 58
signing in, 56
spending views/reports, 62–64
taking pictures of transactions, 65
tools, 58–60
viewing accounts, 61
working with accounts, 48–53
working with transactions, 58–65
Quicken services, 34
Quicken Starter, 4–5
Quicken Support, 38
Quicken websites, 8, 38, 284–287, 357, 533
QuickFill
entering transactions, 109–112, 114–117
memorized payees, 114–117
preferences, 535–536
quotes. See stock quotes
R
real estate, 319–320. See also property accounts
receipts, 138–140
reconciliation reports, 230–231, 253, 536
reconciling
bank accounts, 214–225
to a bank statement, 221–222
button options, 219–220
canceling/finish later, 220
cash accounts and, 215
cleared items, 222, 223, 224, 227, 232
comparing transactions to paper statement, 219–223
correcting errors, 221
credit card accounts, 226–230
described, 214
displaying balances, 220
entering omitted transactions, 221
finishing up, 224–225
hidden fields and, 222
identifying reconciled items, 223–224
investment accounts, 252–253
marking/modifying transactions, 220
navigation, 220
with online account access, 215–218
opening balance, 218
problems balancing, 224–225
reconciled items, 224
removing transactions, 220
sorting entries, 219–220
starting a reconciliation, 214–218
streamlining reconciliations, 229–230
uncleared items, 222, 224, 232
undoing reconciled transactions, 232
using online balance, 218, 222–223
without downloading, 217–218
without online account access, 215
Refinance Calculator, 401–402
refinancing home, 401–402
registers, 102–130
account, 30
adding downloaded transactions, 104–105
adjusting based on reconciliation, 229, 231
alerts, 138
All Transactions, 543
appearance, 535
asset, 307–308
attaching images to transactions, 138, 139
basic entry techniques, 109–114
bill/income reminders, 105–106
category use and, 110–112
comparing transactions in, 155–161
entering cash transactions, 125
entering credit card transactions, 123–124
entering finance charges, 124
entering payments, 124
entering transactions into, 102, 109–114
flags, 138
icon/button options, 109–114
memos, 114
notes, 138
Notify options, 536
number field, 109–110
opening, 30
payee drop-down list, 110
payment details, 314
preferences, 104–116, 127, 258, 533–538
printing, 107
property account, 333
QuickFill, 109–112
range selection options, 103–104
recording transfers, 129–130
register columns, 112–113
reports, 127
searching for transactions, 130–137
sorting transactions, 132, 133
Spending, 202–204
tags, 113–114
transaction activities, 106–107
transaction buttons, 114
transaction entry options, 534
using, 103–114
view options, 107–108
reminders. See also Bill & Income reminders
bills. See bill reminders
depreciation reminders, 322
displaying, 178
loan payments, 303–305, 308–309
Reminders menu, 106
Renaming Rules options, 161–163, 252, 538
Rental Property Manager files, 507
Report Toolbar, 539
reports. See also graphs/charts; Reports & Graphs Center
account balances, 321, 325–326, 437
asset allocation reports, 357
capital gains/losses, 357–358, 362, 447
categories, 96, 468, 471, 474, 475, 477
investments, 258, 357–358, 478, 479
managing, 481–483
reconciliation, 230–231, 253, 536
register, 127
spending, 63–64
tags, 98
tax, 90, 447, 448, 452, 463, 479
Reports And Graphs window, 468–469
Reports & Graphs Center, 465–486. See also graphs/charts; reports
accessing, 466
accounts included in, 472, 476, 477
All Reports menu, 469–471
Analysis & Reports view, 523
categories, 468, 471, 474, 475, 477
considerations, 467
copying/pasting, 483
customizing, 474, 476–479, 539
display options, 468–470, 473, 474, 477
displaying list of, 468–469
Excel format, 472, 483–484, 486
exporting, 472, 474, 483–484, 486
finding/replacing in, 474
hiding/showing details, 474
history, 473
managing, 481–483
overview, 466–472
preferences, 470, 473, 479, 538–539
previewing, 486
printing, 472, 474, 485–486, 513
PRN format, 486
QuickZoom feature, 479
Reports And Graphs Center, 468–469
saving, 467, 474, 479–483, 539
securities, 478
Spending Trends report, 475–476
toolbar icons, 472–474
retirement
age at, 380
calculating options, 397–399
Lifetime Planner, 380–381
pension, 381
planning for, 372–374, 397–399
Social Security benefits, 381
Retirement Calculator, 397–399
return on investment (ROI), 349, 384
reverse equity loan (reverse mortgage), 293
risk profile, 361
ROI (return on investment), 349, 384
rollovers, budget, 434–435
Roth IRA, 235
S
Sanitize Data File Copy option, 38
Savings Calculator, 402–403
Savings Goals feature, 438, 439–442
Savings & Investments, Lifetime Planner, 382–394
savings/savings accounts
alerts, 209
college savings, 399–401
creating accounts, 76–77
described, 28
effect of inflation on savings, 403
goals/methods for saving, 438, 439–442
Monthly Savings Targets snapshot, 394
number field, 109–110
reasons for saving, 438
saving for retirement. See retirement
Savings Calculator, 402–403
setting up banking accounts, 70
Spending And Savings Accounts, 521–522
types of savings accounts, 439
scanners/scanning, 134, 137, 139, 140
Schedule These? list, 189–190
scheduled transactions, 188–194, 209. See also bill reminders
Screen Share option, 38–39
searches
Quicken Mobile, 58
spending-related, 202
for transactions, 130–137
securities. See also shares
adding, 272–275
charting, 287
considerations, 234
cost information, 244–247, 282
current holdings, 241–242
customizing portfolio views, 340–343
deleting, 277
described, 234
downloading historical prices, 351–352
examples of, 234
matches to, 251
performance, 351
reports, 478
selling shares, 267–269
showing/hiding, 275
tax information, 260
ticker symbols, 241, 273, 285, 286, 342
working with individual securities, 276–278
Security Detail View, 280–282
Security Type List, 277–278
SEP-IRA, 235
share balance, 256
shares. See also securities
buying, 266–267
estimating average cost, 246–247
price per share, 254
selling, 267–269
short sales, 267
ticker symbols, 241, 273, 285, 286
SIMPLE-IRA, 235
small cap stocks, 274
Snap and Store feature, 65
Social Security benefits, 381
sound effects, 531
spending accounts, 28, 521–522
Spending And Savings Accounts snapshot, 521–522
Spending By Category snapshot, 62–63
Spending graph, 199–202
Spending register, 202–204
spending reports, 63–64
Spending Trends report, 475–476
split transactions
entering multiple categories, 112, 119–121
overview, 119–121
on Quicken Mobile, 64
startup preferences, 528–530
statements
comparing transactions to paper statement, 219–223
reconciling bank accounts to bank statement, 221–222
reconciling to paper statements, 215, 217, 218
Stay On Top Of Monthly Bills list, 178–179
Stock Evaluator, 287
stock quotes, 257, 279–283, 533, 536
stocks, 274
student loans, 301
subcategories, 88, 89, 96, 112
Summary view, 520–523
system requirements, 5
T
tax assumptions, 399
tax calculators, 449–450
Tax Calendar snapshot, 462
Tax Center, 461–464
tax forms/publications, 450
Tax Optimizer, 355–356
Tax Planner, 448, 452, 453–455
tax planning
avoiding surprises, 452–455
categories and, 444, 445–447, 463
creating scenarios, 455
deductions. See deductions
estimators. See estimators, tax planning
implications of capital gains/losses, 362
including tax information in accounts, 444–445
online tax tools, 448–450
projected taxes, 461–462
tax calculators, 449–450
Tax Center, 448
Tax Optimizer, 355–356
Tax Withholding Estimator, 452, 460–461
tax reporting options, 90–91
tax schedule, 82, 444–445, 447, 463
Tax Withholding Estimator, 452, 460–461
Taxable Income YTD snapshot, 463–464
taxes, 443–464
asset and debt accounts, 308
common tax questions, 449–450
deductions. See deductions
depreciation as deductible, 320
forms/publications, 450
implications of capital gains/losses, 362
income tax, 82, 254, 442, 452, 453
planning for. See tax planning
projected, 461–462
reports, 90, 447, 448, 463, 467, 479
securities, 260
TurboTax, 450–452
Tax-Related Expenses YTD snapshot, 462–463
text alerts, 54
text (.txt) format, 483–484, 486
ticker symbols, 241, 273, 285, 286, 342
Time Period drop-down list, 323
Tips & Tutorials tab, 34
title bar, 37
To Do bars, 37
Toolbar, 36–37
adding saved reports to, 526
customizing, 37, 310–311, 523–528
displaying, 530
keyboard shortcuts, 528
making payments from, 310–311
reports, 539
restoring defaults, 527
transaction buttons, 114, 257–258
Transaction Download feature, 143, 144
transaction downloads, 247–254
adding to register, 104–105
applying for, 238
automatic download of, 150
balances, 18
comparing to register, 155–161
connection options, 144, 145, 239–240
creating reminders from, 175–180
deleting transactions, 153–155
described, 143
Express Web Connect, 144, 145, 152
investment transactions, 239–242, 248
manual entry, 240
marking as reviewed, 13
One Step Updates, 18
options for, 152–163
preferences, 104–105
problems during, 155
procedure for, 248
reconciling bank accounts and, 215–218
reconciling to paper statements, 215, 217, 218
renaming downloaded payees, 161–163
setting up for, 239–242, 247–254, 257
splitting, 64
Transaction Download feature, 143, 144
Web Connect, 144, 145, 153–155
working with in Online Center, 152–163, 247–248
Transaction List, 255–258, 271
Transaction tool, Quicken Mobile, 58, 59–60
transactions
adding, 194
adding notes, 138
adjusting holdings, 254
alerts, 138
assets, 318–320
attachments, 138–140, 255, 258
automatic entry of, 84, 248–251
automatically add to registers, 537
bank account, 70
calendar, 194
cash accounts, 71
changing, 132–137
changing account of, 536
changing multiple transactions, 542–543
closed, 261
common, 266–271
comparing to paper statement, 219–223
completing, 266
corrections to, 253
credit card accounts, 70–71
details about, 255–256
entering for credit cards, 123–124
entering into register, 102, 109–114
estimated, 437
filtering by transaction type, 202
flagging, 138
investments. See investment transactions
manual entry of, 78
marking, 252
missing, 244–246
moving, 159–160
one-time transactions, 174
out-of-date, 536
password-protecting, 496
placeholder entries, 242–247
preferences, 534–535
reconciled, 536
reconciling to paper statements, 215, 217, 218
recurring, 174
renaming, 251–252
reviewing/accepting, 248, 250, 251
searching for, 130–137
split. See split transactions
taking pictures of in Quicken Mobile, 65
tracking, 25–27
types of, 70–71
unaccepted, 250
uncategorized, 536
undoing reconciled transactions, 232
unmatching, 157–158
updating, 257
viewing on Quicken Mobile app, 62–63, 64
working with in register, 106–107
working with on mobile devices, 58–65
Transactions window, 193–194
Transfer Detection option, 538
transfers (TXFR)
bank transactions, 70
cash account transactions, 71
categories, 92
credit card transactions, 71
money between accounts, 167–169
online, 110
recording in account register, 129–130
Transfer Detection feature, 169
TurboTax, 450–452
txt. (text) format, 483–484, 486
U
Update button, 37
Update Now command, 155
Update Now, Web Connect, 106
Update tool, Quicken Mobile, 58
updates. See also One Step Update
asset values, 319–320
checking for, 39
linked bills, 182
scheduling, 19–20
V
Validate And Repair command, 510–512
vehicle accounts, 295
W
Web Connect
costs of, 146
downloading transactions, 144, 145, 153–155
selecting connection method, 150
setup options, 532
Transaction Download and, 144, 145
Update Now, 106
What If tool
applying to debt reduction, 421–422
applying to loan payment decisions, 315–316
applying to planning assumptions, 394–396
What’s Left section, 179–180
Write Checks window, 125–129, 537
X
.xlsx (Excel), 483–484
X-Ray Interpreter, 346–347
Y
Year-End-Copy command, 509–510
Z
Zillow, 297