K
Keep Separate accounts, 228
Keogh account, 33–34, 237, 241–244
keyboard shortcuts
copying report to clipboard, 476
customizing Toolbar buttons, 518
file management, 507
using, 507–508
Windows 7 and 8, 38
L
labels, printing Address Book, 202
large cap stocks, 275
Large Fonts, 38
ledger types, 32
License Agreement, installing Quicken, 6
life expectancy section, Lifetime Planner, 372
Lifetime Planner
About You section, 370–372
expenses section, 382–385
homes and assets section, 379–380
income section, 372–376
inflation section, 376
investment data integration with, 239
loans and debt section, 380–382
other planning tools, 389
overview of, 368–369
reviewing and changing assumptions, 385–386
savings and investment section, 377–379
setting plan assumptions, 369–370
tax rate section, 376
viewing plan results, 386–388
“What If” scenarios, 388–389
line of credit, linking to property, 326
lines, split transactions, 124
Link option, downloaded account, 81
list, printing Address Book, 202
list windows, 37
living expenses, Lifetime Planner, 382–383
Loan Calculator, 397–398
loans/loan accounts
Action gear options, 312–314
asset and debt accounts associated with, 296
asset and debt accounts vs., 297
changing information, 309
creating, 298
in Debt view, 327–332
defined, 293
details, 298–301
Equity button, 311–312
interest rate, 291
lender loans, 304–305
in Lifetime Planner, 379–380
Lifetime Planner, 380–382
making payments, 306–308
minimizing expenses, 292
overview of, 290
payment reminders, 302–304, 307
in Property view, 326–327
terms of, 291
using Paycheck Setup for payments, 244
vehicle accounts and related, 294
viewing information, 306
viewing payment details, 309–311
“What If” tool, 312
log files, Help, 42
login, password-protecting, 48
logout, Quicken Mobile app, 65
M
Main view, Home tab
creating reminders for recurring bills, 175–176
displaying, 510–511
Quicken opening to, 42–43
Make A Plan dialog, Debt Reduction Planner, 408
Manage Saved Reports dialog, 471–472
Manage Toolbar Reports dialog, 470–471
manual backup reminders, files, 492
manual-entry accounts, 82, 120
manual reminders, backups, 492
market index, 275–276
matched downloaded transactions, 159–162
memorized payees
adding selected transaction to list of, 140
categorizing downloaded transactions, 523
making loan payments to, 307–308
preference settings, 524–525
QuickFill and, 189–190
shortening data entry time with, 166
using Memorized Payee List, 190–193
memos
adding to checks, 132
adding to transactions, 122
entering online payment instructions, 168
menus
choosing commands from, 38
creating reports from contextual, 463
creating reports using, 462–463
Help, 40–41
other useful, 39
shortcut, 38
merging categories, 100
Microsoft Money files, 499
military loans, 299
Mobile & Alerts tab
account settings, 55–56
alert settings, 56–59
budget information, 59
defined, 37
opening Quicken Mobile, 52
profile settings, 54–55
mobile applications
Quicken Mobile. See Quicken Mobile app
understanding, 50
mobile devices
enabling Mobile app, 60
getting started, 60–61
Quicken Mobile requirements, 51
Money Market Funds, 238
monitor resolution, requirements, 5
Monthly Savings Targets snapshot, 386, 388
Monthly view, of budget, 418
More Actions menu, 137–141, 144–146
Morningstar, mutual fund ratings, 351
mortgage
creating asset and debt accounts, 295
creating house account with related, 292, 294
entering information about, 296
house accounts and related, 294
including in debt account name, 293
interest rates and terms, 291
minimizing expenses, 292
Refinance Calculator and, 395
types of loans, 290
Move Transaction, 139–140
multicurrency transactions
investments, 249
setting preferences, 520
multiple transactions, changing, 531
mutual funds
conversion of, 266
distribution alerts, 361
downloading asset class information, 283
Morningstar ratings, 351
as security. See securities
tracking investment, 33, 36, 237
updated quotes for, 282
using Quote Lookup, 286
N
navigation
setting preferences, 519
net worth
accessing registers for property/debt accounts, 332
Account Balances Report, 324–325
by account type, 324
by assets and liabilities, 322–324
Debt view, 327–332
Property & Debt tab, 319–320
Property view, 325–327
reporting Taxable Income YTD, 455
showing in Account Bar, 91, 110
Summary Report, 324
view, 320–322
working with property and debt alerts, 334
Net Worth by Account Type, 324
Net Worth Summary Report, 324
Net Worth view, Property & Debt tab, 320–325
new in Quicken 2015
news, security, 371
notes
accessing Notes and Flags dialog, 138
adding to transactions, 138, 142–143
calendar, 521
modifying Address Book records, 202
notify options, setting preferences, 525
NUM LOCK key, password errors, 487
number field, entering transactions, 119
number of years, Loan Calculator, 398
O
One-Click Scorecard, 371
One Intuit Password
new users, 26
overview of, 25
secure custom passwords vs., 485
upgrading users, 26
One Step Update
changing schedules, 25
downloading investment transactions, 249–250
downloading online bank transactions, 156–158
downloading online quotes, 279–280
reconciling online bank accounts, 211
reconciling transactions for online accounts, 114
scheduled updates, 23–25
sending online payment instructions, 169
setting up, 20–22
Toolbar icon, 40
transferring funds between accounts, 171
updating investments, 352
using, 20
Online Account Access
reconciling bank accounts, 210–211
reconciling credit card accounts, 222–223
Online Account Services
checking status of online account, 152–154
downloading transactions, 148–149
getting started, 151–152
setting up for Direct Connect, Express Web Connect and Bill Pay, 152
online banking
accepting all downloaded transactions, 164
adding downloaded transactions to register automatically, 526
Address Book, 200–203
BillMinder, 196–197
canceling payments, 169–170
checking status of account, 152–154
costs of, 150
deleting downloaded transactions, 162
downloaded transactions vs. register, 159–162
downloading transactions, 156
downloading Web Connect file, 156–158
e-mailing financial institution, 172
financial calendar, 193–196
getting started with Online Account Services, 151–152
making online payments, 166–172
managing reminders, 185–189
moving transactions, 162–164
opening Online Center window, 154–155
overview of, 148
Paycheck Setup, 197–200
payee information, 166–167
paying bills, 150
payment instructions, 168–169
QuickFill and memorized payees, 189–193
renaming downloaded payees, 164–166
sending payment instructions, 169
Transaction Download feature, 148–149
transferring funds between accounts, 170–172
viewing alerts, 203–206
working with Bills tab, 180–184
working with reminders, 172–177, 184–185
Account List options, 91
canceling payment, 169–170
connection type, 149
entering online payee information, 166–167
entering payment instructions, 168–169
managing reminders, 185
process of, 150
scheduling repeating online payments, 187–189
sending payment, 119
sending payment instructions, 169
setting up Online Account Services, 152
setting up transfer detection, 171–172
stopping payments, 189
transferring money between accounts, 170–172
using Write Checks, 130–131
Online Center. See also Online Payment
downloading investment transactions, 249–250
using, 155–156
Online Payee List, 155
Online Payment
canceling, 169–170
credit cards, 221–222
defined, 148
entering instructions, 168–169
entering online payee information, 166–167
managing reminders, 185
process of, 150
scheduling repeating online payments, 187–189
sending instructions, 169
setting up transfer detection, 171–172
stopping payments, 189
transferring money between accounts, 170–172
using Write Checks window, 131
online services
modifying account information, 78
One Step Update setup, 21
overview of, 19
preferences, 528–529
setting up accounts manually, 44–45
setting up in account register, 114
updating, 24
watching credit score, 146
Online Services tab, 85–86
online tax tools, 439–441
Onscreen Help system, 40–41
orientation, printing reports, 478
overbudget alerts, 58
overdraft, risk of, 177
Overview page, Quicken Mobile app
Account totals, 69
Budget window, 68–69
Search tool, 62–64
Settings dialog, 65–66
spending reports, 66–68
Transaction Detail window, 70–71
Transaction tool, 64–65
Overview screen, Quicken Cloud, 54–55
P
page-oriented checks, 504–507
page scale, report printing options, 478
paper statements, reconciling to, 208–211, 213–216
partial pages, printing, 505
partner (spouse) section, Lifetime Planner, 371
passcode, Quicken Mobile app, 66
password-protection, data files, 484–487
Password Removal Tool, 488
Password Vault
creating first account, 46–47
One Intuit Password in, 25–26
One Step Update setup, 21–22
overview of, 20
saving passwords to, 15
security options, 24
understanding, 26–28
passwords
Assisted Password Removal Service, 488–489
creating first account, 15, 46–47
error messages, 487–488
file, 487–488
One Intuit Password, 25–26
Password Removal Tool, 488
Password Vault. See Password Vault
Paste command, transactions, 139
Paycheck Setup
creating 401(k) or 403(b) accounts, 244
setting tax-related items, 437
tax alerts, 456
working with, 197–200
payees
automatic categorization of, 120
canceling payment, 169
categorizing transactions for, 465
changing transactions, 140–142
checking new transactions, 160
creating Address Book, 201–202
creating reminders in Bill tab, 178–180
customizing report/graph, 468
drop-down list and QuickFill, 120
editing transaction reminders, 174
entering credit card transactions, 127–128
entering information for online bill pay, 166–167
entering loan payment directly, 307
entering payment instructions, 168
list of online, 155
memorized. See memorized payees
Quicken Mobile transactions, 64
renaming downloaded, 164–166
Report button activated by field for, 118
scheduling repeating online payments, 187–188
searching for specific, 133–135
setting reminders in Bill tab, 178, 180
transactions in Write Checks, 132
transferring funds between accounts, 171
using Online Center, 155
using online payment, 168
payments
canceling online, 140–141
inquiry, 141
online. See Online Payment
showing in Account Bar, 91
payments, loan
making, 306–308
terms of, 291
using Paycheck Setup for, 244
viewing details, 309–311
payroll
deductions, 437
using Paycheck Setup Wizard, 197–200
using Tax Withholding Estimator, 452–453
withholding threshold alerts, 456
pension, Lifetime Planner, 375–376
performance, investment, 345–349, 352–353, 357
periods per year, Loan Calculator, 398
Personal Expenses category, 96
Personal Identification Number (PIN), Online Account Services, 151
Personal Income category, 96
personal loans, 291
PIN (Personal Identification Number), Online Account Services, 151
placeholder entries, 244–248
plan assumptions, Lifetime Planner, 367–368, 385–386
Plan Comparison chart, 389
planning
accessing planning tools, 389
retirement, 366–367
setting “What If” options, 388–389
taxes. See Tax Planner
tools for future, 389
using financial calculators. See financial calculators
using Lifetime Planner. See Lifetime Planner
Planning tab
defined, 36
including tax information in accounts, 436
Lifetime Planner, 387–388
Tax Planner, 444
TurboTax, 442
pop-up registers, 519–520, 524
pop-up-window preferences, 520
portfolio. See also investment evaluation
choosing right type of account, 238
defined, 236
downloading online quotes to, 279–282
exporting, 285–286
managing your, 238–239
Quicken Premier enhancements, 239
tracking value at Investing.Quicken.com, 285
types of investment accounts, 236–238
updating investments, 352
Portfolio Analyzer, 357–358
Portfolio Rebalancer, 356–357
Portfolio Value vs. Cost Basis graph, 346
Portfolio view, Investing tab, 260, 336–342
preference settings
Account Bar, 519
account registers, 116, 523–524
alerts, 521
All Reports menu, 462
animation, 520
attachments, 522
buttons, 119
calendar and currency, 520
Cloud, 528–529
downloading quotes, 336
exporting investment portfolio, 285–286
graphs/charts, 527–528
Intuit ID, 528–529
investment transactions, 522
memorized payees, 191, 524–525
multicurrency transactions, 520
navigation, 519
notify options, 525
online services, 528–529
placeholder entries, 247
pop-up-windows, 520
Quicken Mobile app, 528–529
QuickFill, 524–525
register, 523
Renaming Rules, 526–527
reports, 527–528
setup, 520–521
sound effects, 520
startup, 518–519
subreports, 469
Transaction Download, 526
transactions, 523
transfer detection, 171–172
Web Connect, 521
working calendar, 520
Write Checks, 525–526
preview, of printed reports, 478
Price alerts, 360–361
printers, Quicken requirements, 5
printing
Account List, 90–91
Address Book lists, labels and envelopes, 202–203
checking file integrity, 503
checks, 504–506
CTRL-P keyboard shortcut, 507
from current location, 506–507
investment reconciliation reports, 254
memorized payee list, 193
overview of, 504
passwords, 28
reconciliation reports, 224–225
setting up printers, 504
summary of tax deductions, 449
transactions in Payments tab, 155
privacy preferences, 41–42, 521
Privacy Statement, installing Quicken, 6
profile, mobile settings, 54–55
projected balances, savings goals, 428
Projected Balances view, Bill tab, 177, 183–184
Projected Tax snapshot, Tax Center, 453–454
Property & Asset accounts. See assets/asset accounts; property accounts
Property & Debt accounts
asset accounts. See assets/asset accounts
debt accounts. See debt/debt accounts (liabilities)
property accounts. See property accounts
types of, 292–294
Property & Debt tab
accessing registers for, 332
Debt view, 327–332
defined, 36
Net Worth view, 320–325
overview of, 319–320
Property view, 325–327
property accounts. See also assets/asset accounts
accessing registers for, 332
creating alerts, 332–334
loans. See loans/loan accounts
Refinance Calculator, 394–395
using Property view, 325–327
Property view, Property & Debt tab, 325–327, 332
publications, online tax, 441
Q
Qcards, View Guidance, 40
QIF (Quicken Interchange Format) files, 498–499
Quicken Checkbook Edition, 5
Quicken Cloud. See Cloud
Quicken Deluxe, 4–5
Quicken editions, 4–5
Quicken Home & Business, 4, 42
Quicken Live Community link, 41
Quicken Mobile app
account totals, 69
alert settings, 56–59
budget information on, 59, 68–69
Cloud services and, 50
getting started from desktop, 52–53
getting started on device, 60–61
installing on mobile device, 60
Intuit ID for, 51
new user startup, 10
overview of, 50
preferences, 528–529
requirements for using, 50–51
setting up from Overview screen, 54–56
signing in with Intuit ID, 61
spending categories, 66–67
splitting downloaded transactions, 70–71
tool options, 62–66
transaction details, 70
understanding mobile applications, 50
viewing spending reports on, 67–68
working with Overview page, 62
Quicken Premier
Buy/Sell Preview, 358
defined, 4–5
downloading quotes every 15 minutes, 336
Investing Activity report, 352
investment performance, 345–349
investment tracking, 239
mutual fund ratings from Morningstar, 351
Quicken Rental Property Manager, 4, 42
Quicken Starter, 4–5
Quicken Support link, 41
Quicken window
dialogs, 38
list windows, 37
menus, 37–39
Quicken Toolbar, 39–40
report windows, 37
shortcut menus, 38
View Guidance, 40
data entry preferences and, 524
memorized payee list with, 120, 190–193
memorized payee preferences and, 524–525
overview of, 189–190
Write Checks and, 132
QuickZoom, 469
Quote Lookup, 286
quotes
downloading every 15 minutes, 336
updating investments, 351
.QXF (Quicken Transfer Format) files, 498–499
QxxFiles folder, 7
R
rainy days, saving for, 429
RAM, system requirements, 5
ratings and analysis alerts, investment notifications, 361
real estate
adjusting for market value, 416
creating house account for, 292
creating online payment reminders, 180
mortgages secured with, 290
tracking holdings as assets, 238
real estate investment trusts (REITs), 237
reappraisal alerts, mortgage, 205, 333
rebates, recording credit card transactions, 128
receive transactions, cash accounts, 75
Reconcile command, transactions, 140
Reconcile Details dialog, 114, 209–210
Reconcile window, 213–215
reconciled accounts, Account List options, 91
Reconciled transactions, 217
reconciling bank accounts
to bank statement, 215–216
button options, 214–215
comparing transactions to paper statement, 213
finishing up, 218–219
identifying reconciled items, 217–218
making adjustments, 219
with online access, 210–213
to online balance, 216–217
overview of, 207–208
printing reconciliation report, 224–226
starting, 208–209
undoing reconciled transactions, 226
without online access, 209–210
reconciling credit card accounts
choosing payment method, 221–222
making register adjustments, 223
with online access, 222
overview of, 220
printing reconciliation report, 225–226
streamlining process, 223–224
undoing reconciled transactions, 226
without online access, 220–222
reconciling investment accounts, 253–254
Record Check button, Write Checks, 131
records, Emergency Records Organizer, 532–534
Reference field, entering banking transactions, 119
Refinance Calculator, 394–396
refresh, Portfolio X-Ray, 344
register, Spending tab, 232
registers. See account registers
registration, new user startup, 8, 10–11
REITs (real estate investment trusts), 237
reminders. See also Bill and Income Reminders
managing, 185–187
manual backup, 492
property and debt, 333
saving time with scheduled, 166
setting in account register, 111–113, 115
Reminders menu, 112–113
Renaming Rules
customizing preferences for, 526–527
downloaded payees, 164–166
investment transactions, 253
payee in memorized payee list, 192–193
repeating payments
in Online Center, 155
scheduling online, 187–189
Repeating tab, Online Center, 155
Report button, 118
reports. See also Reports & Graphs Center
Account Balances, 324–325
account register, 115
adding saved reports to Toolbar, 516
category, 100
copying to clipboard, 476
creating, 459–463
customizing preferences, 527–528
Emergency Records Organizer, 533–534
exporting to Excel compatible format, 473–476
exporting to PDF format, 476
hiding/displaying details, 465
how account displays in, 88
investment evaluation, 352–353
investment reconciliation, 254
managing saved, 471–473
memorized payee, 191–192
Net Worth Summary Report, 324
overview of, 457
QuickZoom for on the fly, 469
report window options, 37, 463–466
security, 277
showing categories for transactions, 92
spending reports on Quicken Mobile app, 67–68
Spending tab, 232
Spending Trend report, 465–466
standard, 458–459
subreports, 469
tax, 440
Toolbar icons in report window, 464
of transactions using selected tag, 102
using All Reports menu, 462
viewing saved, 470–471
working with saved Excel file, 474–476
Reports & Graphs Center
All Reports menu, 461
credit card reconciliation report in, 225
saved reports and graphs in, 471
toolbar Back arrow link to report in, 464
working with, 460–461
Reports & Graphs center
creating reports and graphs, 460–461
customizing report, 466–468
research, Online Research, 286–288
Reset Account, Online Account Services, 153–154
Reset button, Spending tab, 230
Reset View button, Portfolio view, 339–340
restore
data files from recent backup, 495–496
transactions, 138
Results area, Lifetime Planner, 386–387
Retirement Benefits tab, Lifetime Planner, 374–375
Retirement Calculator, 391–393
retirement/retirement accounts
calculating information, 391–393
displaying as Account Intent, 88
investment accounts for, 36
as investment goal, 278
organization in Account Bar, 33–34
planning for, 366–367
Portfolio X-Ray of, 343–345
tracking, 237–238
using Lifetime Planner. See Lifetime Planner
returns on investments, Lifetime Planner, 378–379
reverse equity loan (or reverse mortgage), 290
risk profile, Portfolio Analyzer, 357
rollovers, budget, 422, 425–427
S
salary, Lifetime Planner, 372–374
Sanitize Data File copy link, 41
Save A Copy As command, 483–484, 495, 497
saving
automatic backup files, 491
current file to another location, 483
reports or graphs, 470–473
reports to Toolbar, 516
Savings Calculator, 396–397
savings/savings accounts
calculating current retirement savings, 392
calculating for college education, 394
creating, 79–80
customizing Summary view, 512–513
defined, 74
entry techniques, 117–123
forecasting financial future, 428–429
Lifetime Planner, 377–379
modifying information, 77–78
organization in Account Bar, 33
reasons for, 429
strategic saving, 429–430
using savings goals, 430–433
scanners, attaching images to transactions, 143–144
scenarios
creating Tax Planner, 447
“What If.” See “What If” scenarios
Schedule A (itemized deductions), 450–451, 455–456
Schedule B (interest and dividends), 436
Schedule These? list, Bill and Income Reminders, 187
Schedule Updates dialog, 23
scheduled transactions
creating, 174–175
creating new, 196
entering in account register, 108
managing reminders, 185–187
monitoring with BillMinder, 196–197
reminders for, 112–113, 173, 184–185, 205
repeating online payments, 187–189
Schedule These? list, 23
stopping all future payments, 189
stopping repeating online payments, 189
transferring money to savings account, 432
using Bill and Income Reminders, 112, 185–187
viewing in Bills tab, 181–185
viewing in list window, 37
for Web Connect, 158
schedules
College Calculator, 394
Loan Calculator, 398
Retirement Calculator, 393
update, 23–25
searches
for account register transactions, 111
editing transactions, 133–136
Find and Replace. See Find and Replace dialog
Find command, 134–135
global search feature, 40
in Quicken Mobile app, 62–64
in Spending tab, 230–231
Toolbar icon, 40
using Find command, 140
second mortgage, 290
securities
adding new, 273–275
assigning type to, 277–278
buying shares, 267–268
choosing market index, 276
creating report, 277
customizing Portfolio view, 340–341
customizing report, 468
defined, 236
deleting, 277
downloading asset class information, 283
downloading online quotes, 279–282
editing, 276–277
entering held, 242–243
evaluating allocation of, 351
holding period alerts, 361
importing prices for CSV file, 499
Investing Goal List, 278–279
Quicken Mobile app settings, 65
renaming, 252
selecting, 284
selling shares, 268–269
working with placeholder entries, 244–248
working with Security List. See Security List
Security Detail View, 280–283, 287
Security List
downloading asset class information, 283
downloading online quotes, 279–282
making selections, 284
viewing, 273–279
security, One Intuit Password and, 485
selling shares, 268–270
Separate account, Account Details dialog, 86–88
service costs, online, 150
Settings tool, Quicken Mobile app, 65–66
setup
Advanced. See Advanced Setup
customizing preferences, 520–521
One Step Update, 20–22
Paycheck Setup. See Paycheck Setup
shares. See also securities
buying, 267–268
selling, 268–269
shortcut menus, 38
shortcuts, Quicken Toolbar, 515
Show options, Portfolio view, 337–338
Show This File On My Computer command, 484
SIC (standard industrial classification), 523
small cap stocks, 275
smart phones. See Quicken Mobile app
snapshots
Analysis & Reports view, 513–514
portfolio value in Premier, 239
Projected Tax, 453–454
spending reports on Quicken Mobile app, 67–68
Spending tab, 227–231
Summary view, 512–513
Tax-Related Expenses YTD, 455
Taxable Income YTD, 455
snapshots, Lifetime Planner
Event Status, 387
Monthly Savings Targets, 388
Plan assumptions, 385
Results, 386–387
snowball method, paying off debt, 413–414
Social Security benefits, Lifetime Planner, 374–375
sound effect preferences, 520
Specify Lots option, selling shares, 269
spending graph, 227–231
spending register, 231–232
spending/spending accounts
basic entry techniques, 117–123
cash accounts, 75
creating, 79–80
customizing Summary view, 512–513
forecasting in budgets, 428–429
organizing in Account Bar, 33
Quicken Mobile app alerts, 57–58
reasons for saving, 429
searching for existing transactions, 134
setting future bill reminders, 429
setting savings goals, 430–433
spending plan. See budgets/budgeting
strategic saving, 429–430
using account registers, 108–117
viewing in Quicken Mobile app, 63, 66–68
where your money goes, 427–428
Spending tab
defined, 36
overview of, 226–227
register for, 232
spending graph, 227–231
spending register, 231–232
View Guidance button on, 40, 232
Spending Trend report, 464–465
split transactions
changing transactions to, 138
creating reports in, 463
defined, 32
opening Split window, 138
in Quicken Mobile app, 70–71
recording, 123–125
using Allocate button in, 125
using Write Checks, 130
spouse (partner) section, Lifetime Planner, 371
standard checks, 505–506
standard industrial classification (SIC), 523
standard reports, 459–463
starting Quicken
creating first account, 14–17
customizing, 518–519
existing user startup on new computer, 13
new user startup, 8–12
overview of, 14
setting up other banking accounts, 17
Stay On Top Of Monthly Bills
Home tab view, 510
reminders from downloaded transactions, 174–175
What’s Left section, 176–177
working with Bill tab, 177–178, 181
Stock Evaluator, 287
stock intersection, Portfolio X-Ray, 345
stopping, Portfolio X-Ray, 345
student loans, 299
subcategories
adding, 100
entering, 121
establishing, 92
excluding from budget, 425
using, 92
Submit Feedback on Quicken link, 41
subreports, 476–479
subscription, online backup, 494–495
Summary tab, Deduction Finder, 449–450
Summary view, customizing, 512–513
Super Validate, 503
support
how to contact Quicken, 41, 42, 487, 494
Symbol Lookup, 242
synchronizing accounts
for mobile and alerts, 80
Quicken Mobile settings, 17, 53, 55
system requirements, Quicken 2015, 5
T
TAB key, 117
tabs
Quicken window, 19
types of, 35–37
Tag List window, 101–103
tags
creating new, 102
creating reminders in Bill tab, 179
customizing report, 468
including in transactions, 122–123
overview of, 101
working with, 103
Target Allocation graph, 350
target asset allocation, 355
task bar, starting Quicken from, 14
Tax Center
defined, 453
displaying tax information, 440
Projected Tax snapshot, 453–454
tax alerts, 456
Tax Calendar snapshot, 454
Tax-Related Expenses YTD, 455
Taxable Income YTD, 455
Tax Line Item, 437–439
Tax Planner
closing, 447–448
creating scenarios, 447
entering data, 444–447
opening window, 444
overview of, 443–444
resetting values quickly, 447
saving time with, 440
tax reports
category for, 94–95
creating, 439
exporting TurboTax, 443
overview of, 440
Tax-Related Expenses YTD, 455
Tax Summary Report, 454
Taxable Income YTD, 455
Tax Schedule Information dialog, 437
tax schedules
Account Details dialog, 85
exporting TurboTax report, 499
including tax information in accounts, 78, 85, 436–437
reports, 440
Tax-Related Expenses YTD report, 455
Tax Withholding Estimator
avoiding surprises with, 443
opening, 439
using, 452–453
Taxable Income YTD snapshot, 455
taxes
in asset and debt accounts, 296
avoiding surprises by planning for, 443–444
calculating retirement, 393
calculators for, 441
connecting information with categories, 94–95, 138, 437–439
Deduction Finder, 448–450
exporting TurboTax reports, 443
forms and publications, 441
including tax information in accounts, 436–437
Itemized Deduction Estimator, 450–451
Lifetime Planner, 376
online tools, 439–-441
Paycheck Setup deductions, 199–200
planning. See Tax Planner
Portfolio Analyzer, 357
Portfolio view options, 341–342
recording investment accounts, 255
tax reports. See tax reports
Tax Withholding Estimator, 452–453
using Tax Center. See Tax Center
using TurboTax, 441–443
terms of loan, 291
text
alerts, 57–59
customizing Toolbar button to show, 517
Text Import Wizard, Excel files, 474–476
thumb drives, backup to, 492–494, 498
Tips & Tutorials tab, 37
To Do bar, 38
Toolbar
adding buttons to, 516
adding saved reports to, 470–471
customizing, 514–518
customizing for loan payments, 307
customizing for reconciliations, 223–224
displaying, 515
Emergency Records Organizer, 532–534
features, 39–40
icons in report window, 464
Transaction Download
account register settings, 111–112
automatic categorization of, 120
categorization of, 523
creating first account, 17
customizing preferences, 526
reconciling credit card online without, 222–223
Transaction Download, investments
adjusting holdings, 255
applying for, 240
automatic transaction entry, 250–252
cash balance adjustments, 253
downloading transactions, 249–250
reconciling, 253–254
renaming transactions, 252–253
reviewing and accepting transactions, 250
using Online Center window, 249
Transaction Download, online banking
accepting all downloads, 164
connecting to financial institution, 156
creating reminders, 174–175
defined, 148
deleting new transaction, 162
downloaded vs. register transactions, 159–162
methods for, 156
moving transactions, 162–164
new transactions, 160–161
reconciling bank account with, 210–211
reconciling bank account without downloading, 211–213
renaming downloaded payees, 164–166
understanding, 148–149
for Web Connect files, 156–158
Transaction List, investments, 247, 272
transactions
Account List options, 91
bookkeeping and, 32
cash account, 75
changing multiple, 531–532
credit card account, 74–75
customizing investment, 522
identifying reconciled items, 217–218
link to All Transactions register, 18
One Step Update setup, 21
password-protecting existing, 486–487
Quicken Mobile app tool, 64–65
renaming investment, 253
setting preferences, 523
split, 32
tracking, 31–32
viewing details in Quicken Mobile app, 70–71
transactions, entering new
credit cards, 123–128
entry techniques, 117
opening account register, 108–109
overview of, 107–108
reconciling accounts with online services, 114
splits, 123–125
transfers, 133
using account register window, 111–112
using Actions menu of account register, 113–117
writing checks, 129–132
Transactions section, account register, 114
Transactions window, financial calendar, 195–196
transactions, working with existing
adding downloaded transactions to register, 154
adding notes, flags and alerts, 142–143
attaching images to, 143–144
changing multiple transactions, 141–142
changing transactions, 137–141
creating new transactions, 139
editing transactions, 136–137, 139
searching for transactions, 133–135
sorting transactions, 137
working with attachments, 144–145
Transfer (TXFR), 133
transfers
for accounts with online services, 114, 119
adding reminders for, 181
customizing detection of, 527
detection of, 171–172
Go To Transfer command, 140
online, 170–172
in and out, 436
Transfers category, 97
TurboTax
entering data into Tax Planner, 444
overview of, 441–442
preparing tax return with, 440
using, 442–443
U
Uncleared transactions, identifying, 217
undoing reconciled transactions, 226
Upcoming view, Bill tab, 181–182, 184–185
updates. See also One Step Update
cash balance, 253
investment, 351–352
portfolio value, 285
upgrades
from earlier version, 12–13
Help, 42
during installation, 6–7
One Intuit Password for, 26
Password Vault setup for, 26–28
QxxFiles folder, 7
Use Pop-up Registers option, 38
User Guide, Portfolio X-Ray, 345
user name, Online Account Services, 151
users
startup for existing, 13
startup for new, 8–12
V
Validate and Repair command, 502–503, 529–531
vehicle account
creating asset accounts, 293–294
defined, 292–293
related mortgage or loan on, 294
View Schedule button, 393, 398
voiding transactions, 140
Volume alerts, investments, 360–361
voucher checks, 505
W
wallet checks, 505
Watch List
adding securities to, 273–274
creating, 284–285
downloading quotes to, 279–281
selecting items in Security List for, 284, 352
tracking on investing.quicken.com, 286, 522
viewing securities, 273
Web Connect
downloading file, 156–158
importing files, 498
passwords, 154
setting preferences, 521
transaction download and, 148–149
“What If” scenarios
Debt Reduction Planner, 412–415
Lifetime Planner, 388–389
monitoring loans, 312
Tax Planner, 447
what you owe
accounts as records of, 44
credit card accounts tracking, 74–75
liabilities as. See debt/debt accounts (liabilities)
what you own
accounts as records of, 44
assets as. See assets/asset accounts
Windows 8 tile, 14
withdraw funds, savings goal, 432–433
working calendar, preferences, 520
Write Checks
for accounts with online services, 114
creating Address Book, 200–203
customizing preferences, 525–526
displaying selected transaction as check, 141
entering transactions, 108, 132
ordering checks, 506
overview of, 128–131
printing checks, 132–133, 504–506
tracking credit card payments, 125
X
X-Ray feature, Portfolio, 239, 344–345
Y
Year-End Copy command, 500–502
year view, budget, 421–424