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by Bonnie Biafore
Quicken 2006 for Starters: The Missing Manual
A Note Regarding Supplemental Files
The Missing Credits
About the Author
About the Creative Team
Acknowledgements
The Missing Manual Series
Introduction
Personal Finance and Quicken
What Quicken Does
What Quicken Doesn’t Do
Quicken and Accounting
Accounts versus categories
Following the money
Equity
Choosing the Right Quicken Edition
What’s New in Quicken 2006
About This Book
About the Outline
The Very Basics
About → These → Arrows
About MissingManuals.com
Safari® Enabled
1. Setting Up Your Quicken Environment
1.1. Launching Quicken
1.2. Setting Up Your Quicken Data File
1.2.1. I Am New to Quicken
1.2.2. I Am Already a Quicken User
1.3. Opening a Quicken File
1.4. The Quicken Guided Setup
1.4.1. What You Need for Setup
1.4.2. Tell Quicken about Yourself
1.4.3. Set Your Goals
1.4.4. Add Accounts
1.4.4.1. Setting up cash flow accounts
1.4.4.2. Setting up investment accounts
1.4.4.3. Setting up accounts for what you own and what you owe
1.4.4.4. Setting up your paycheck
1.4.4.5. Setting up bills to pay
1.4.5. Finishing Up the Guided Setup
1.5. A Quick Guide to Quicken Preferences
1.5.1. Startup
1.5.2. Setup
1.5.2.1. Turn on Quicken sounds
1.5.2.2. Account Bar display
1.5.2.3. Keyboard mappings
1.5.3. Calendar and Currency
1.5.4. Backup
1.5.5. Investment Transactions
1.5.6. Register
1.5.7. QuickFill
1.5.8. Notify
1.5.9. Write Checks
1.5.10. Downloaded Transactions
1.5.11. Reminders
1.5.12. Reports and Graphs
1.5.13. Reports Only
2. Accounts and Categories
2.1. How Accounts and Categories Work
2.2. Types of Accounts
2.2.1. Cash Flow Accounts
2.2.2. Investing Accounts
2.2.3. Property & Debt Accounts
2.3. Creating Cash Flow Accounts
2.3.1. Creating a Banking Account: Step by Step
2.4. Editing Account Information
2.5. Hiding Closed Accounts
2.6. Categories
2.6.1. The Category List Window
2.7. Customizing Categories
2.7.1. Removing Categories
2.7.2. Adding Quicken Categories
2.7.3. Creating Categories
2.7.4. Modifying Categories
3. Backing Up Your Financial Information
3.1. Backing Up Data Files
3.1.1. Manual Backups
3.1.2. Backup Reminders
3.1.3. Automatic Backups
3.2. Restoring Quicken Backups
4. Banking, Credit Cards, and Cash
4.1. Transaction Basics
4.1.1. Getting to the Register
4.1.2. Navigating a Transaction
4.2. Quicken’s Quicker with QuickFill
4.3. Recording Checks
4.3.1. Recording a Check in the Register
4.3.2. Recording Printed Checks
4.3.2.1. Choose the checking account
4.3.2.2. Filling in check fields
4.3.2.3. Mailing addresses
4.3.2.4. Reviewing the checks to print
4.3.3. Printing Checks
4.3.3.1. Setting up Quicken to print checks
4.3.3.2. Printing to preprinted checks
4.4. Recording Deposits
4.5. Paying with a Credit Card
4.5.1. How to Track Credit Card Charges
4.5.2. Recording Credit Card Transactions
4.6. Paying with Cash
4.6.1. Cash Tracking for Photographic Memories
4.6.2. When Your Memory Is Like a Sieve
4.7. Splitting Transactions
4.7.1. Adding Multiple Categories to a Transaction
4.7.2. Editing Splits
4.7.3. Handling Remaining Amounts
4.8. Transferring Money Between Accounts
4.8.1. Recording a Transfer Between Accounts
4.8.2. Seeing the Other Side of a Transfer
4.8.3. Transfers Masquerading as Checks
4.9. Editing Transactions
4.9.1. Editing a Field in a Transaction
4.9.2. Recategorizing Transactions
4.10. Voiding Transactions
4.11. Searching for Transactions
4.11.1. Finding Recent Transactions with One Click
4.11.2. Finding All Transactions
4.11.3. Finding Transactions
4.11.4. Finding and Replacing Values
4.12. The Transaction Edit Menu
4.13. Managing Memorized Payees
4.13.1. Removing Payees from the Memorized Payee List
4.13.1.1. Limiting the length of Quicken’s memory
4.13.1.2. Turning off automatic memorization
4.13.1.3. Deleting memorized payees
4.13.2. Locking a Memorized Payee
4.14. Scheduling Transactions
4.14.1. Setting Up a Scheduled Transaction
4.14.1.1. Transaction values
4.14.1.2. Scheduled transaction frequency
4.14.2. Paying and Skipping Scheduled Transactions
4.15. Automating Your Paycheck in Quicken
4.15.1. Basic Paycheck Fields
4.15.2. Setting Up Paycheck Details
4.15.2.1. Account and scheduling
4.15.2.2. Adding and editing paycheck items
4.15.3. Entering a Paycheck Transaction
4.15.4. Managing Your Paychecks
5. Property and Debt
5.1. Understanding Property & Debt in Quicken
5.2. Setting Up Asset and Liability Accounts
5.2.1. Types of Accounts
5.2.2. Creating an Asset Account
5.2.3. Creating a Liability Account
5.3. Setting Up a Loan
5.3.1. Creating a Loan
5.3.2. Setting Up a Loan Payment
5.3.3. Linking an Asset and a Loan
5.4. Making a Loan Payment
5.4.1. Making a Regular Payment
5.4.2. Paying Ahead of Time
5.4.3. Making an Extra Payment
5.5. Editing a Loan
5.5.1. Changing Loan Details
5.5.2. Changing Payment Details
5.5.3. Adjusting the Interest Rate
5.6. Refinancing a Loan
6. 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
6.3.1. Finding a Participating Institution
6.3.2. Applying for Online Services
6.3.3. Activating Online Services for Your Quicken Account
6.4. Updating All Accounts with One Step
6.5. Downloading Transactions
6.5.1. Downloading Transactions via a Direct Connection
6.5.2. Downloading Statements with Web Connect
6.6. Reviewing and Incorporating Downloaded Transactions
6.6.1. Accepting Transactions
6.6.2. When Quicken Doesn’t Match Transactions Correctly
6.6.3. Matching Transactions When Quicken Can’t
6.6.4. Completing the Incorporation of Downloaded Transactions
6.7. Renaming Payees
6.8. Setting Up Online Payees
6.9. Paying Bills Online
6.9.1. Setting Up Online Bill Payments
6.9.2. Sending Online Payments
6.9.3. Setting Up a Repeating Online Payment
6.9.3.1. Setting up repeating online payments
6.9.3.2. Setting up a repeating online payment for an amortized loan
6.10. Setting Up Online Transfers
6.11. Canceling an Online Payment
7. Reconciling Accounts
7.1. Your First Reconciliation
7.2. Preparing for a Reconciliation
7.3. Starting to Reconcile
7.4. Reconciling Transactions
7.5. Modifying Transactions During Reconciliation
7.6. Stopping and Restarting a Reconciliation
7.7. When Your Records Don’t Agree with Your Bank’s
8. Budgeting
8.1. Ways to Build Budgets
8.2. Creating a Budget Automatically
8.3. Copying the Current Budget
8.4. Creating a Budget Manually
8.5. Filling In Budget Values
8.5.1. Average Budget Values
8.5.2. Detailed Budget Values
8.6. Making a Budget Current
8.7. Choosing Budget Categories
8.7.1. Adding Income and Expense Categories
8.7.2. Setting Up Transfers in a Budget
8.8. Saving or Restoring a Budget
8.9. Comparing Your Performance to Your Budget
9. Investments and Planning
9.1. Why Track Investments in Quicken?
9.2. Choosing the Right Type of Account
9.3. Creating an Investment Account
9.3.1. Creating a 401(k) or 403(b) Account
9.3.2. Creating a Brokerage Account
9.3.3. Creating an IRA Account
9.4. Setting Up a Security
9.4.1. The Security List
9.4.2. The Security Detail View
9.4.3. Adding a Security
9.4.4. Editing a Security
9.4.5. Categorizing Investments
9.5. Recording Investment Transactions
9.6. Purchasing a Security
9.7. Selling a Security
9.8. Recording and Reinvesting Income
9.9. Recording a Stock Split
9.10. Placeholder Entries
9.10.1. Enter Missing Transaction
9.10.2. Estimate Average Cost
9.11. Evaluating Your Portfolio
9.11.1. The Portfolio View
9.11.2. Performance and Analysis
9.11.2.1. Overall portfolio
9.11.2.2. Individual accounts
9.11.3. Evaluating Asset Allocation
9.11.4. Capital Gains Estimator
9.11.5. Portfolio Analyzer
9.12. A Quick Tour of Quicken Planning Tools
9.12.1. Quicken Planning Wizards
9.12.2. Planning Resources
9.12.3. Financial Calculators
10. Reports and Graphs
10.1. Running Reports
10.1.1. Finding and Customizing Reports
10.1.2. Generating a Report or Graph
10.1.3. Managing Reports
10.2. A Quick Guide to Quicken Reports
10.2.1. Banking
10.2.2. Spending
10.2.3. Comparison
10.2.4. Investing
10.2.5. Tax
10.2.5.1. Tax reports
10.2.5.2. Exporting tax data to Turbo Tax
10.2.6. Net Worth & Balances
10.3. A Review of Report Preferences
10.3.1. Reports and Graphs Preferences
10.3.2. Reports Only
10.4. Printing Reports and Graphs
10.4.1. Printing a Report
10.4.2. Saving a Report as a PDF File
10.4.3. Saving a Report to a File
10.5. Customizing Reports
10.5.1. Date Ranges
10.5.2. Subtotals
10.5.3. Adding and Removing Columns in Reports
10.5.4. Customizing Other Report Content
10.5.5. Sorting Reports
10.6. Saving a Report
A. Keyboard Shortcuts
A.1. Task Shortcuts
A.2. Working with Transactions
A.3. Dates
A.4. Moving Around in Quicken Windows
B. Quicken Help
B.1. Quicken Help
B.2. Task-Specific Quicken Help
B.3. Quicken Product and Customer Support
B.4. The Quicken Forums
B.5. Other Quicken Resources
Index
About the Author
Colophon
Copyright
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