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by Bobbi Sandberg
Quicken 2015 The Official Guide, 3rd Edition
Cover
Title Page
Copyright Page
Dedication
Contents
Acknowledgments
Introduction
Part One: Learning Quicken Basics
1 Installing Quicken and Meeting Its Features
What Is Quicken?
Exploring Quicken’s Uses
Getting Started
Installing Quicken
Starting Quicken
Creating Your First Account
The Quicken Interface
Exploring the Quicken Window
Understanding Online Financial Services
Accounts
Using One Step Update and the Password Vault
Setting Up One Step Update
Meeting the One Intuit Password
Understanding the Password Vault
Exiting Quicken
2 Getting Started with Quicken Basics
How Financial Transactions Are Tracked
Bookkeeping with Quicken
Reviewing Account Types
Exploring the Quicken Window
Understanding Other Quicken Features
Finding Help in Quicken
As You Begin
Understanding Data Files and Accounts
Accounts
Creating Your First Account
3 Getting Up and Running with Quicken Mobile
Understand Mobile Applications
Appreciating the “Cloud”
Meet Quicken’s Mobile App
About Your Mobile Companion
Beginning with Quicken’s Mobile App
Understanding Your Intuit ID
Getting Started from Your Desktop
Setting Alerts
Showing Your Budget
Using Your Mobile Device
Getting Started on Your Mobile Device
Working with the Quicken Mobile Overview Page
4 Working with Accounts, Categories, and Tags
Setting Up Other Banking Accounts
Reviewing Account and Transaction Types
Working with Bank Accounts
Adding New Accounts
Working with the Account List Window
Categories
Establishing Categories and Subcategories
Working with the Category List Window
Organizing Categories into Groups
Tags
Using Tags
Part Two: Banking
5 Recording Bank and Credit Card Transactions
Getting Started
Quicken’s Registers
Using Account Registers
Understanding Splits
Tracking Credit Cards with Quicken
Writing and Printing Checks in Quicken
Printing Quicken Checks
Transferring Money
Working with Existing Transactions
Searching for Transactions
Quicken’s Other Account Features
Adding Notes, Flags, and Alerts
Attaching Checks, Receipts, or Other Images
Watching Your Credit Score
6 Using Online Banking Features
Online Account Services
Understanding Transaction Download
Introducing Online Payment and Quicken Bill Pay
Setting Up Online Account Services
Checking Online Account Service Status
The Online Center
Using the Online Center Window
Downloading Transactions
Making Online Payments
Bills and Income Reminders
Being Reminded
Creating Reminders from Downloaded Transactions
Working with the Bills Tab
Managing Reminders
Using QuickFill and Memorized Payees
Using the Financial Calendar
Useful Quicken Features
Minding Your Bills
Using the Paycheck Setup Wizard
Creating the Address Book
About Alerts
Viewing Available Alerts Groups
7 Reconciling Your Accounts and Examining Your Banking Activity
Reconciling Bank Accounts
Starting a Reconciliation
Comparing Transactions to a Paper Statement
Identifying Reconciled Items
Finishing Up
Other Reconciliation Tasks and Features
Reconciling Credit Card Accounts
Printing a Reconciliation Report
Undoing Reconciled Transactions
A Closer Look at the Spending Tab
Exploring the Spending Graph
Using the Spending Register
Part Three: Managing Your Investment Accounts
8 Working with Investment Transactions and Quicken’s Research Tools
Quicken Investment Basics
Understanding Your Portfolio
Creating Investing Accounts
Setting Up Transaction Downloads
Working with Investment Accounts
Understanding the Investment Transaction List
Exploring the Account Overview Window
Using the Investment Transaction Dialog
Entering Common Transactions
Working with the Security List
Viewing the Security List
Downloading Quotes and Investment Information
Downloading Online Quotes
Creating a Watch List
Using Investing.Quicken.com for Updates
Exporting Your Portfolio
Utilizing Quote Lookup
Using Online Research
9 Monitoring Assets and Loans
The Basics
Understanding Assets and Debts
Reviewing Loans
Creating Property and Debt Accounts
Creating Asset and Debt Accounts
Loan Accounts in Quicken
Creating a Loan
Viewing Loan Information
Making Loan Payments
Modifying Loan Information
Other Asset Transactions
Adding and Disposing of Assets
Updating Asset Values
10 Keeping Tabs on Your Net Worth
The Property & Debt Tab
Exploring the Net Worth View
Using the Property View
Opening the Debt View
Accessing Property and Debt Account Registers
Creating Alerts for Property and Debt Accounts
Working with Property and Debt Alerts
11 Evaluating Your Position
Using the Investing Tab
Working with the Portfolio View
Using the Portfolio X-Ray
Studying Your Performance
Exploring Asset Allocation
Updating Your Investments
Working with Reports
Utilizing Investing Tab Tools
Using Investment Analysis Tools
Using Asset Allocation
Analyzing Your Portfolio
Previewing Your Buy/Sell Decisions
Estimating Capital Gains
Setting Investment Alerts
Part Five: Designing Your Financial Future
12 Planning Your Future and Using Financial Calculators
Planning for Retirement
Planning Your Steps
Getting Started with the Quicken Lifetime Planner
Setting Plan Assumptions
Viewing Plan Results
The “What If” Alternatives
Setting “What If” Options
Using “What If” Results
Finding More Planning Tools
A Look at Quicken’s Financial Calculators
Learning About Financial Calculators
Accessing the Financial Calculators
Using the Financial Calculators
Working with the Retirement Calculator
Running the College Calculator
Evaluating the Refinance Calculator
Planning with the Savings Calculator
Using the Loan Calculator
13 Reducing Debt and Saving Money
Reducing Your Debt
Taking Control
Using the Debt Reduction Planner
Budgeting with Quicken
Quicken’s Automatic Budget
Understanding Quicken’s Automatic Budget
Working with Your Automatic Budget
Where Does Your Money Go?
Forecasting for Your Future
Understanding Why We Save
Saving Strategically
Using Savings Goals
14 Planning for Tax Time
Tax Information in Accounts and Categories
Including Tax Information in Accounts
Connecting Tax Information with Categories
Tax Reports
Online Tax Tools
About TurboTax
Using TurboTax
Planning to Avoid Surprises
Working with the Tax Planner
Creating Scenarios
Meeting the Estimators
Minimizing Taxes by Maximizing Deductions
Utilizing the Itemized Deduction Estimator
Exploring the Tax Withholding Estimator
Understanding the Tax Center
15 Creating Quicken Reports
Quicken Reports Overview
Reviewing Report and Graph Types
Creating Reports and Graphs
Working with Reports and Graphs
Working with a Report Window
Customizing Reports and Graphs
Working with Subreports
Saving Reports and Graphs
Exporting Your Reports
Printing Reports and Graphs
Part Six: Appendixes
A Managing Quicken Files
Working with Multiple Data Files
Creating a Data File
Opening, Saving, and Copying Quicken Data Files
Password-Protecting Quicken Data
Protecting a Data File
Protecting Existing Transactions
Working with Passwords
Backing Up Your Quicken Data File
Setting Backup Preferences
Backing Up Your Data
Restoring Data Files
Additional File Procedures
Importing Files into Quicken
Exporting Quicken Files
Working with Additional File Operations
Setting Up Printers
Setting Up for Check Printing
Using Keyboard Shortcuts
B Customizing Quicken
Customizing Quicken’s Interface
Creating Custom Home Tab Views
Re-creating the Summary View
Crafting an Analysis & Reports View
Customizing the Toolbar
Setting Preferences
Telling Quicken Your Preferences
Useful Tips
Converting Your Older Quicken Files to a New Computer
Changing Multiple Transactions
Quicken Emergency Records Organizer
Using the Emergency Records Organizer
Index
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