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
overview of, 234–236
planning for retirement, 369
setting up, 239–240
updating, 257
457 plan, 234
A
About You section, Lifetime Planner, 372–373
Accepted transactions
Accept All button, 156
comparing downloaded transactions to register transactions, 152–153
Account Attachments dialog, 258
Account Balances Report, 328
Account Bar
Add Account dialog, 44, 79, 238
adding account information, 77–79
changing docking position, 38
checking status of online account, 144–146
context menu, 33–34
Credit Score on, 137–138
hiding/displaying accounts, 33
linking to accounts, 32
organizing accounts, 89
overview of, 16–17
sections of, 31
setting up banking accounts, 73–74
showing balance in, 91
startup navigation, 528
transferring money between accounts online, 161–163
Update Cash Balance, 251
viewing account information, 254
Account Details dialog
adding account information, 78–79
changing order of accounts, 89
checking status of online account, 145
options in, 85
Tax Schedule button, 309
Account Intent section, 88
Account List
Account Intent section, 88
including tax information in accounts, 440–441
opening, 79
Options menu, 90–91
overview of, 83
viewing account information, 83–87
working with accounts, 89–90
Account Overview window, 258–260
account registers. See registers
accounts. See also by individual types
adding account information, 77–79
adding new accounts, 11, 44–46, 79
adding notes, flags and alerts, 135
attaching checks, receipts, or other image files to, 135
checking status, 260–261
closing, 87
creating first account, 13–16
creating spending and savings accounts, 79–81
deleting, 85
editing settings, 55
including in custom reports, 474
including tax information in, 440–441
intent for use, 88
manual entry as alternative to download, 82
organizing in Account Bar, 89
recording what you own or what you owe, 43
reviewing account and transaction types, 74–75
reviewing attributes, 261–262
setting up, 73–74
setting up online services, 142–144
viewing account information, 83–84
viewing account totals on mobile devices, 68
working with downloaded, 81–82
working with from Account List window, 89–90
working with transactions on mobile devices, 65
Accounts drop-down list, 201–202
Action Bar, customizing, 258
Action gear
Account Overview window, 258–260
investment actions, 256
loan options, 318–319
loan payments, 311
Update Balance option, 321
Actions menu, register window
changing transactions, 130–131
overview of, 108
Register Views and Preferences section, 109–111
Reporting section, 109
sorting options, 129
Transaction section, 108–109
Add Account dialog
adding investment accounts, 238
creating checking, savings, and credit card accounts, 80–81
creating first account, 13–14
creating house account, 296–298
Debt Reduction Planner, 418–419
opening from Account Bar and adding new account, 44–46
Add Asset dialog, 307–308
Add Mortgage/Loan Account dialog, 298–300
Add-on Services tab, 36
Address Book
adding or modifying records, 206–207
overview of, 205–206
printing, 207–208
Adjust Balance dialog, 229
Advanced Setup
creating first account and, 14
downloading financial information, 46
of investment account, 239–240
manual entry as alternative to download, 82
alerts
adding to transactions, 135
choosing types, 58–59
credit limit alerts, 76–77
editing settings, 56–57
general alerts, 211
investment alerts, 363–364
investment and tax alerts, 211
managing, 210
online research tools, 286
preferences, 530
property and debt alerts, 335–336
setting up, 211–212
Summary view, 521
syncing with Quicken Mobile from desktop, 54
Tax Center and, 460–461
viewing alerts groups, 209
working with, 212
Alerts Center, 210–212
All Bills & Deposits, managing reminders, 185–186
All Reports menu, 468–469
All Transactions register, 16
Allocation By Account chart, 353
Allocation By Security chart, 353
Allocations view, Investing tab, 351–354
Analysis & Reports, creating custom views, 522
Android devices. See also mobile devices, 48
animation, setup options, 529
Annual View, budgets, 428–429
Apple devices. See also mobile devices, 48
asset allocation
by account and by security, 353
Investment Allocation reports, 354
monitoring, 357
reviewing, 352–353
viewing, 357–358
views, 351–353
X-Ray Interpreter and, 346
Asset Allocation Guide, 356–358
asset class information for securities, downloading, 282
assets/asset accounts
accessing property and debt registers, 334–335
Account Balances Report, 328
account drop-down list, 324
Action gear options, 318–319
adding/disposing of, 320–321
assumptions using Lifetime Planner, 380–382
changing loan information, 313–314
creating house account, 296–298
creating Lender Loan, 307–308
creating loan account, 301–302
creating property and debt account, 294–296
creating property and debt alerts, 335–336
Debt view, 330–332
investments as, 234
ledger types as backbone of bookkeeping, 28
loan and debt graphs, 332–334
loan and debt options, 332
loan details, 302–304
loan information, 298–300
loan payments, 310–312
loan reminders, 304–306
Net Worth by Account Type, 327–328
Net Worth by Assets and Liabilities, 325–326
Net Worth Summary Report, 326–327
Property & Debt tab, 322–323
Property view, 328–330
recording depreciation, 322
setting time interval to display, 325
tax implications of, 309
time period drop-down list, 324
types of, 273
understanding assets and debts, 292–294
updating values of, 321–322
viewing asset or debt register, 308–309
viewing equity amount, 316–317
viewing loan information, 309–310
viewing payment details, 314–316
What If tool applied to, 317–318
what you own, 29
attachments
Account Attachments dialog, 258
adding to transactions, 135–137
changing transactions, 131
checks, receipts, or other image files as, 135
attributes, account, 261–262
audio (sounds), setup options, 529
auto loans
creating loan accounts, 301–302
creating property and debt accounts, 295
entering loan information, 298–300
loan details, 302
types of loans, 293–294
automatic backups
overview of, 498–499
restoring from, 504–505
automatic budgets, 420–422
Automatic Transaction Entry
investment transactions, 248–250
Online Account Services, 88
setting up investment accounts, 239–240
turning on/off, 146
Average Annual Return chart, 350–351
B
Back, Toolbar navigation options, 39
Backup And Restore
accessing from File menu, 500
backing up to disk drives, 501–503
moving data files between computers, 505–507
restoring data files, 504–505
backups
of data, 500
to disk drives, 501–502
exiting Quicken and, 25
importance of, 42
moving data files between computers, 505–507
to online service, 502–503
overview of, 497
preferences, 498
reminders for manual backup, 500
restoring data files, 504–505
setup options, 530
balances, account
Account List options, 91
adjusting cash balance, 251–252
alert types, 58
banking alerts, 209
downloading, 19
balloon mortgage, 293–294
bank fee alerts, 58
bank statement, reconciling bank accounts to, 220–222
banking/bank accounts
choosing bank when setting up accounts, 80–81
reconciling. See reconciling bank accounts
working with, 75–77
Banking report, 464
benchmarks, X-Ray Interpreter, 346
Bill & Income reminders
Bill and Income Reminders tab, 107–108, 186–187
button options, 185–186
creating reminders, 169–172
managing reminders, 185
projected balances, 183
Schedule These? list, 187
scheduling depreciation reminder, 322
scheduling repeating online payments, 187–189
setting up, 177–182
stopping repeating online payments, 189
view options, 182
What’s Left section and, 173–174
working in Home tab’s Main view, 172–173
working with reminders, 183–184
Bill Linker, 174–176
Bill Pay
Account List options, 91
introduction to, 140–141
online services, 86
process of, 142
setting up, 144
Billminder feature, 196
Bills tab
Bill Linker, 174–176
overview of, 174
setting up Bill and Income Reminders, 177–182
Tab options, 35
working with linked bills, 176
bonds
asset types, 273
investment transactions, 264
maturity dates, 355
brokerage accounts. See also investments/investment accounts
reconciling, 252–253
securities held, 241
setting up, 239
types of investment accounts, 234–236
Budget Actions, 425
budgets/budgeting
alert types, 58
Annual View, 428–429
automatic, 420–422
deleting, 431
Graph View, 422–427
overview of, 419
rollovers, 429–432
viewing on mobile devices, 59–60, 68
working with multiple, 431
Buy/Sell Preview, 360–361
buying shares, investment transactions, 263, 265–267
C
calculators
tax calculators, 445
using, 133
Financial calendar buttons, 193–194
setup options, 529
Show Calendar, 187
update reminders, 19
Cancel Payment button, 161
Capital Gains Estimator, 361–363, 457
capital gains/losses
reports, 354
tax reports, 443
capital investments, 264
cash balance, checking account status, 260
cash/cash accounts
adjusting balance, 251–252
asset types, 273
creating, 79–81
entering transactions, 122
investment transactions, 264–265
reconciling, 214
tracking expenditures, 77
transactions, 75
cash expenditures, 122
cash receipts, 122
categories
adding multiple, 94–95
adding new, 69
adding to budgets, 420, 424–425
assigning group to, 97
connecting tax information with, 441–443
creating, 93–94
creating custom groups, 96–97
creating report by, 469
custom reports, 474
default groups, 95–96
editing, deleting, merging, 98–99
entering payee instructions, 160
establishing categories and subcategories, 92
memorized payees and, 191
modifying/deleting custom groups, 97–98
organizing into groups, 95
overview of, 91
registers and, 113–114
Spending by Category, 66–68
Spending Trends report, 472
understanding split transactions, 116–118
working with Category List window, 92–93
Category drop-down list, 113–114
Category List window
adding multiple categories at once, 94–95
assigning group to category, 97
connecting tax information with categories, 441–443
creating custom category groups, 96–97
creating new categories, 93–94
editing, deleting, merging categories, 98–99
modifying/deleting custom groups, 97–98
working with, 92–93
Category Report, 98
CDs (certificates of deposit)
balance in, 74
maturity dates, 355
tracking, 235–236
types of savings accounts, 435
CDs/DVDs
backing up to, 501–503
saving data file to, 492–493
certificates of deposit. See CDs (certificates of deposit)
charge cards, 405
charges
credit card transactions, 74–75
entering transactions, 120
chart of accounts, 43
Check For Updates, in Help menu, 40
check reorder alert, 209
checking accounts
creating, 79–81
creating first account, 13–14
interest-bearing, 435
setting up banking accounts, 74
checks
attaching image files to transactions, 135
entering transactions, 125–126
Write Checks window, 124–125
writing and printing, 123, 126–127, 514–516
Classic Menus view, 37
cleared balance, in reconciliation, 224
cleared items
identifying reconciled items, 223
undoing reconciled transactions, 232
clipboard
attaching image files to transactions, 136
exporting reports to, 483–484
cloud
mobility and, 48
Sync To Quicken Cloud For Mobile & Alerts, 15
College Calculator, 396–397
college expenses, Lifetime Planner, 386
comma-separated variable (CSV) files, importing, 508
Contact Info, Online Center, 147
contacts, editing address book, 207
context menus
Account Bar and, 33–34
changing transactions, 130
creating reports from, 470
displaying, 37
corporate investment transactions, 264
cost basis, portfolio value and, 259, 355
Coverdell Education Savings Account, 235
CPUs, system requirements, 5
credit
entering transactions, 120
limits on, 76–77, 209, 334, 404
linking to property accounts, 330
transactions, 75
credit cards/credit card accounts
basing payoff sequence on interest rates, 417–418
charge cards as alternative to, 405
creating account, 79–81
credit limit alerts, 209
entering split transactions, 118
entering transactions, 120–122
liability accounts, 30
monitoring, 49
reconciling. See reconciling credit card accounts
recording strategies, 119–120
setting credit limit, 76–77
shopping for better interest rates, 404
tracking, 119
turning reference (number) field on/off, 112
credit limit
alerts, 209
Debt view, 334
reducing, 404
setting on credit cards, 76–77
credit score
alerts, 59
monitoring, 137–138
CSV (comma-separated variable) files, importing, 508
currency, setup options, 529–530
current holdings. See also investments/investment accounts
adjusting, 253
overview of, 241–242
custodial accounts, 237
custom groups
creating, 96–97
modifying/deleting, 97–98
Customize Toolbar, 39
customizing the interface
adding buttons to Toolbar, 523–525
adding saved reports to Toolbar, 525
changing appearance of buttons on Toolbar, 526
creating Analysis & Reports view, 522
creating Home tab views, 518–520
creating Summary view, 520–522
overview of, 517
removing/rearranging buttons on Toolbar, 525
restoring default Toolbar, 526–527
cut command, changing transactions, 131
D
data entry, preferences, 533
data files
backing up, 500
checking integrity of, 511–513
converting older files, 539–540
copying, 509–510
creating, 491
exporting, 508
holding account data in, 18
importing into Quicken, 507
opening, 492
opening password-protected, 495–496
protecting/securing, 494–495
restoring, 504–505
saving as, 492–493
setting up/customizing, 41
Show This File On My Computer command, 493
working with multiple, 490
year-end copy, 510–511
date filters, Graph View, 423
dates
filtering spending by, 202–203
Graph View filters, 423
searching by, 133
debt/debt accounts. See also liabilities/liability accounts
accessing debt registers, 334–335
changing loan information, 313–314
consolidating debt, 405
creating alerts, 335–336
creating debt accounts, 294–296
creating Lender Loan, 307–308
creating loan accounts, 301–302
debt assumptions using Lifetime Planner, 383–384
graphs, 332–334
identifying what you owe, 408–410
liability accounts, 30–31
loan details, 302–304
loan information, 298–300
loan reminders, 304–306
making loan payments, 310–312
options, 332
understanding assets and, 292–294
viewing debt register, 308–309
viewing equity amount, 316–317
viewing loan information, 309–310
viewing payment details, 314–316
debt reduction
overview of, 403–404
taking control, 404–405
Debt Reduction Planner
applying to existing debt accounts, 407–408
applying to new debt accounts, 418–419
applying What If tool, 416–418
determining what you owe, 408–410
entering debt details, 410–412
Existing Debt Plan tab, 384
making a plan, 412–414
modifying the plan, 415–416
overview of, 406
Debt view, Property & Debt tab, 330–332
Deduction Finder, 453–455
deductions
finding, 453–455
itemizing, 455–456
paycheck setup, 441
payroll taxes and, 199–200
Schedule A, 460
Tax-Related Expenses YTD snapshot options, 459
default groups, 95–96
Delete Account, 85
alert types, 58
bank transactions, 74
Bill and Income Reminders, 186–187
depreciation, 322
desktop
accessing/working with Quicken Mobile app, 52–54
startup from desktop shortcut, 13
Details filter, Annual View, 428–429
dialogs (generally). See also by individual types, 38
dimming feature, working with downloaded accounts, 82
Direct Connect
options, 148
selecting connection method, 146
setting up, 144
Transaction Download and, 140–141
disk drives, backups to, 501–503
display (monitor), system requirements, 5
Dividend Reinvestment Programs (DRIPs), 235
double-entry bookkeeping, 27–28
Dow Jones Industrial Average, 274
downloads
Account List options, 91
asset class information for securities, 282
historical security information, 281–282
investment account information, 246–247
online stock quotes, 278–279
transactions. See transaction downloads
working with downloaded accounts, 81–82
DRIPs (Dividend Reinvestment Programs), 235
Due Within Next drop-down list, bill reminders, 182
DVDs
backing up to, 501–503
saving data file to, 492–493
E
alert options, 58
contacting financial institution, 164
EasyAnswer reports, 464–465, 473
Edit Account Settings, Quicken Cloud Overview, 55
Edit Address Book Record dialog, 206–207
Edit Alerts Settings, 56–57
Edit Bill Reminder dialog, 170
Edit Budget Settings dialog, 59–60
Edit Profile, 54–55
Edit Security Details dialog, 275–277, 280–281
Edit Transaction command, 129
editions, Quicken, 4–5
electronic image attachments, 134
emergencies (“rainy days”), saving for, 434
Emergency Records Organizer, 541–542
employee stock options (ESOs), 264
Employee Stock Purchase Plans. See ESPPs (Employee Stock Purchase Plans)
envelopes, printing contact addresses, 209
equity
Home Equity Line of Credit (HELOC), 296
home equity loans, 293–294, 303
viewing equity amount relative to loan, 316–317
error messages, passwords, 497
ESOs (employee stock options), 264
ESPPs (Employee Stock Purchase Plans)
investment transactions, 264
transactions cannot be edited, 271
types of investmentaccounts, 235
estimators, tax planning
Capital Gains Estimator, 457
Deduction Finder, 453–455
Itemized Deduction Estimator, 455–456
overview of, 453
Tax Withholding Estimator, 457–458
Event Status snapshots, Lifetime Planner, 390
Excel
exporting reports to, 481
working with saved report file, 481–483
Existing Debt Plan, Lifetime Planner, 384
exiting Quicken, 25
expenses
assumptions using Lifetime Planner, 382, 384–386
investment transactions, 264
ledger types as backbone of bookkeeping, 28–29
exporting
data files, 508
reports to clipboard, 483–484
reports to Excel compatible format, 481–483
reports to PDF format, 484
Express Web Connect
costs of, 142
options for downloading transactions, 148
selecting connection method, 146
setting up, 144
Transaction Download and, 140–141
F
File dialog, 491
File menu
Backup And Restore, 500
changing/removing passwords, 496
copy command, 509–510
import options, 507
setting up passwords, 495–496
setting up printers, 513–516
Validate and Repair command, 511–513
Year-End Copy command, 510–511
files. See data files
filters
Annual View, 428–429
applying to spending graph, 201–202
Graph View, 423
overview of, 39
range selection options, 105–106
finance charges, entering credit card transactions, 121
financial calculators
College Calculator, 396–397
Loan Calculator, 399–401
for planning, 392–393
Refinance Calculator, 397–398
Retirement Calculator, 393–396
Savings Calculator, 398–399
Financial calendar
calendar buttons, 193–194
overview of, 193
Transactions window, 195–196
financial institutions
Account List options, 84
e-mailing, 164
Transaction Download support, 140
updating, 21
financial position
Asset Allocation Guide, 356–358
asset allocation views, 351–353
Average Annual Return chart, 350–351
customizing portfolio views, 340–343
estimating capital gains, 361–363
Growth of 10K chart, 349
Investment Analysis tools, 355–356
overview of, 337–338
Performance view, 347–348
Portfolio Analyzer, 358–360
Portfolio Value vs. Cost Basis graph, 348–349
Portfolio view, 339–340
Portfolio X-Ray options, 344–347
previewing buy/sell decisions, 360–361
reports, 354–355
setting investment alerts, 363–364
setting portfolio view options, 343–344
updating investments, 354
financial transactions. See transactions
Find and Replace dialog, 129
Find command, 128–129, 132–133
flags
adding to transactions, 135
Notes And Flags dialog, 131
flash drives (thumb drives)
backing up to, 501–503
saving data file to, 492–493
fonts, changing size of, 38
forecasting
overview of, 432
Projected Balances, 432–433
reminders, 433
forms and publications, tax, 445–446
Forward, Toolbar navigation options, 39
G
gain/loss, Account Overview window, 259–260
Get The Details section, Debt Reduction Planner, 410–412
Go To Date option, calendars, 193
goals
savings, 435–438
Graph View, budgets, 422–427
graphs/charts
Allocation By Account, 353
Allocation By Security, 353
applying filters to spending graph, 201–202
Average Annual Return chart, 350–351
bar graph in Property view, 329
creating, 465–466
creating from All Reports menu, 468–469
current value, 332–333
customized and saved, 465
customizing, 473–476
debt and loans, 332–334
Growth of 10K chart, 349
Multiple Security Chartings, 287
Net Worth by Account Type, 327–328
Net Worth by Assets and Liabilities, 325–326
overview of, 463–464
Portfolio Value vs. Cost Basis, 348–349
preferences, 536–537
printing, 484–486
Projected Balances snapshot, 183
Reports & Graphs center, 466–467
saving, 477
Show Graph, 187
spending, 200–201
Spending Trends report, 472–473
standard, 464
viewing saved, 478
working with report window, 470
working with saved, 478–480
working with subreports, 476–477
groups
assigning categories to, 97
assigning payees to, 206
creating custom, 96–97
default, 95–96
modifying/deleting custom, 97–98
organizing categories into, 95
viewing alerts groups, 209
H
hard drives, backing up to, 501–503
HELOC (Home Equity Line of Credit), 294, 296
address book, 206
calendars, 194
working with transactions on mobile devices, 65
hiding/displaying
report details, 471–472
historic performance
Account Overview window, 260
updating investments, 354
Home Equity Line of Credit (HELOC), 294, 296
home equity loans, 293–294, 303
Home page, mobile app tools, 62
Home tab
creating new view, 519
deleting views, 519–520
displaying views, 518
modifying views, 518–519
options, 35
showing budget in, 431–432
Stay On Top Of Monthly Bills, 172
switching between views, 519
working in Main view, 172–173
house/home accounts. See also property accounts
assumptions using Lifetime Planner, 380–382
creating house account, 296–298
creating loan accounts, 301–302
creating property and debt accounts, 294–295
entering loan information, 298–300
I
images, attaching image files to transactions, 135
importing
data files, 507
TurboTax file, 448
income
assumptions using Lifetime Planner, 374–377, 382
investment income, 268–270, 355
ledger types as backbone of bookkeeping, 28
personal income, 95
reminders. See Bill & Income Reminders
Taxable Income YTD snapshot and, 460
viewing net income over time on mobile devices, 67–68
inflation, assumptions using Lifetime Planner, 378
Install Wizard, 6–8
installing Quicken
new user install option, 9–12
upgrade install option, 12–13
wizard approach, 6–8
insurance reappraisal alerts, 211, 335
interest-bearing checking accounts, 435
interest rates
Account List options, 84
alert types, 59
credit payoff based on, 417–418
on loans, 293–294
shopping for, 404
interface
customizing. See customizing the interface
overview of, 16–17
Intuit ID
accessing One Step Update, 18
creating data file, 491
Edit Profile option, 54–55
overview of, 22
passwords, 22
preferences, 537–538
Quicken Mobile app requiring, 49–50, 61
setting up investment accounts, 239
Intuit Profile, preferences, 537
Investing & Retirement accounts, 235
Investing Activity report, 354
investing goals
custom reports, 476
Investing Goal List, 277–278
Investing tab
Allocations view, 351–354
customizing portfolio views, 340–343
evaluating investment position, 338–339
Performance view, 347–351
Portfolio view, 339–340
setting portfolio view options, 343–344
Tab options, 36
tools, 355
preferences, 531
tracking investments, 283–284
updating investments, 354
Investment Allocation reports, 354
Investment Analysis tools, 355–356
Investment Income report, 355
Investment Performance report, 355
Investment Transaction dialog
buying shares, 262–265
overview of, 262
selling shares, 267–268
Investment Transaction list
adjusting investment holdings, 253
editing transactions, 270–271
entering transactions, 270
managing placeholder entries, 245
overview of, 254–256
renaming transactions, 250–251
working with transaction buttons, 256–258
Investment Transactions report, 355
investments/investment accounts
actions, 262–265
adding basic information, 240
adjusting cash balance, 251–252
adjusting holdings, 253
alerts, 211
Allocations view, 351–354
applying for transaction downloads, 238
asset accounts, 30
assumptions using Lifetime Planner, 379–380
automatic transaction entry, 248–250
buying shares, 265–267
checking account status, 260–261
choosing account type, 235–236, 238
creating investment accounts, 237
current holdings, 241–242
customizing portfolio views, 340–343
dividend payments and other income, 268–270
downloading transactions, 247–248
downloads using Online Center, 247
editing transactions, 270–271
enhanced features in Quicken Premier, 237
entering cost information for placeholder entries, 244–246
entering transactions, 270
evaluating investment position, 338–339
exploring Account Overview window, 258–260
exporting portfolio, 284–285
Investing.Quicken.com updates, 283–284
Investment Transaction dialog, 262
Investment Transaction list, 254–256
managing portfolio, 236–237
Morningstar ratings, 353
online research tools, 286–287
options in Security List window. See Security List window
other transactions, 270
overview of, 233
Performance view, 347–351
preferences, 530–531
Quote Lookup, 285–286
reconciling investment accounts, 252–253
renaming transactions, 250–251
returns on investments, 380
reviewing/accepting downloaded transactions, 248
reviewing account attributes, 261–262
securities held, 241
selling shares, 267–268
setting up paycheck for 401(k)/403(b) accounts, 242
setting up transaction downloads, 246
simple setup vs. advanced setup, 239–240
types of investment accounts, 234–235
updating, 354
working with investment accounts, 254
working with placeholder entries, 242–243
working with transaction buttons, 256–258
iPad. See mobile devices
IRA accounts
planning for retirement, 368–370
setting up, 239–240
types of investment accounts, 235
IRS, tax forms and publications, 445–446
Itemized Deduction Estimator, 455–456
K
Keogh account, 235–236, 239–240
keyboard
mapping, 516
setup options, 529
viewing available shortcuts, 38
L
labels, printing contact addresses, 208
Lender Loan, 307–308
liabilities/liability accounts. See also debt/debt accounts
creating property and debt accounts, 296
ledger types as backbone of bookkeeping, 28
Net Worth by Assets and Liabilities, 325–326
Property view, 330
types of, 30–31
license agreement, installing Quicken, 6–7
life expectancy section, Lifetime Planner, 372
Lifetime Planner
About You section, 372–373
expense assumptions, 384–386
home and asset assumptions, 380–382
income assumptions, 374–377
inflation and, 378
investment assumptions, 379–380
loans and debt assumptions, 383–384
overview of, 370–371
planning for retirement, 369
returns on investments, 380
reviewing/changing assumptions, 387–388
Savings & Investments section, 378
savings assumptions, 379
setting plan assumptions, 371–372
tax rate assumptions, 377
tracking investments, 237
viewing plan results, 388–390
What If alternatives, 390–392
line of credit
Home Equity Line of Credit (HELOC), 296
home equity loans, 293–294, 303
Property view, 330
Link Bill dialog, 175–176
List window, 36
living expenses, Lifetime Planner, 385
Loan Calculator, 399–401
Loan Details, 313–314
loans. See also debt/debt accounts
assumptions using Lifetime Planner, 382–384
changing loan information, 313–314
creating loan accounts, 301–302
creating property and debt accounts, 295
Debt view, 331
graphs, 332–334
interest rates and term, 293–294
Loan Calculator, 399–401
loan information, 298–300
making payments, 310–312
options, 332
Property view, 330
reviewing, 292–293
viewing equity amount, 316–317
viewing loan information, 309–310
viewing payment details, 314–316
What If tool for analyzing payment options, 317–318
Log Files, Help menu, 40–41
logout, working with mobile devices, 65
M
Make A Plan dialog, Debt Reduction Planner, 412–414
Manage Saved Reports dialog, 479–480
Manage Toolbar Reports dialog, 478–479
manual backup, 500
manual entry
as alternative to automatic download, 82
setting up investment accounts, 240
market indexes, 274
market values
Account Overview window, 259
adjusting assets for, 321–322
checking account status, 260
Matched transactions, comparing downloaded transactions to register transactions, 151–153
Maturity Dates For Bonds And CDs, 355
Memorized Payees
QuickFill, 189–190
reminders and, 132
using list of, 191–193
memorized payees
making loan payments to, 312
preferences, 534
memos
adding to transactions, 116
check memos, 126
entering payee instructions, 160
menus. See also by individual types
classic view, 37
creating reports from, 469–470
display options, 37
Microsoft Money files, importing, 508
mini-reports, 469–470
Mobile & Alerts tab, 36, 52–54
mobile devices
installing Quicken Mobile app, 60–61
Intuit ID required for accessing financial information, 49–50
iOS 7 required for iPhone use of Quicken Mobile App, 60
Mobile app tools, 62–63
preferences, 537–538
requirements for using Quicken Mobile app, 49
Sync To Quicken Cloud For Mobile & Alerts, 15
transactions on, 63–66
viewing account totals, 68
viewing budget with, 59–60, 68
viewing spending by category snapshots on, 66–68
viewing transaction details, 68–69
money market accounts
tracking, 235
types of savings accounts, 435
monitor (display), system requirements, 5
Monthly Bills & Deposits, 185–186
monthly payments, changing, 417
Monthly Savings Targets snapshot, Lifetime Planner, 390
Morningstar ratings, for mutual funds, 353
mortgages
assumptions using Lifetime Planner, 383
creating loan accounts, 301–302
entering loan information, 298–300
loan details, 302
Refinance Calculator, 397–398
types of loans, 293–294
Multiple Security Chartings, 287
mutual funds. See also investments/investment accounts
current holdings, 241–242
investment transactions, 264
Morningstar ratings, 353
types of investment accounts, 235
My Saved Reports & Graphs, 478
N
names
bank account, 75
working with Account List, 84
navigation
startup navigation, 528
Toolbar navigation, 39
net income, over time, 67–68
net worth
account drop-down list, 324
Account List options, 90
by account type, 327–328
by assets and liabilities, 325–326
summary report, 326–327
Taxable Income YTD snapshot and, 460
time interval to display, 325
time period drop-down list, 324
New Category dialog, 93
New Tag dialog, 100
New transactions, comparing downloaded transactions to register transactions, 152–153
notes
adding to calendar, 194
adding to transactions, 135
Notes And Flags dialog, 131
Notify options, 534
number field, entering transactions and, 112
O
One Step Update
downloading investment account information, 246
downloading stock quotes, 278–279
downloading transactions, 215–216, 247
investment actions, 257
online services, 86
overview of, 18
reviewing/accepting investment account downloads, 248
scheduling updates, 20
sending payment instructions, 161
setting up, 18–20
Toolbar options, 39
updating investments, 354
one-time payment, debt reduction strategies, 417
Online Account Access
reconciling bank accounts with, 215–218
reconciling bank accounts without, 214
reconciling credit card accounts with, 228–229
reconciling credit card accounts without, 226–228
Online Account Services
checking status of, 144–146
costs of, 142
Online Payment and Bill Pay, 140, 142
overview of, 139
setting up, 142–144
Transaction Download, 140–141
Online Backup service, 502–503
online balance, reconciliation options, 217–218, 222
online bills
connecting to, 174–176
working with, 176
Online Center
accepting downloaded transactions, 156
comparing downloaded transactions to register transactions, 150–154
deleting downloaded transactions, 154
downloading investment account information, 247
downloading transactions, 148–150
moving downloaded transactions, 154–156
renaming downloaded payees, 156–158
window options, 147
Online Payment
canceling payments, 161
detecting transfers between accounts, 163–164
e-mailing financial institution, 164
entering payee information, 158–159
entering payee instructions, 159–160
introduction to, 140–141
making loan payments, 301
overview of, 139
process of, 142
scheduling repeating payments, 187–189
selecting payment methods for credit card debt, 228
sending payment instructions, 161
stopping repeating payments, 189
transferring money between accounts, 161–163
online research tools, 286–287
online services
alert related to availability of, 211
Online Services tab, 86
overview of, 17
updating, 19
online tax tools, 444–445
Onscreen Help systems, 39
Options gear menu, 260–262
Options menu, Account List, 90–91
P
paper statements
comparing transactions to, 218–219
reconciliation options, 217
passcode, creating/using, 66
Password Vault
locking/resetting, 20
overview of, 22
setting up for upgraders, 23–24
passwords
accessing One Step Update, 18
changing/removing, 496
creating first account, 14
error messages, 497
modifying password-protected transactions, 496
for new users and upgrades, 22
opening password-protected data files, 495–496
security options, 21
setting up for data file, 494
setting up for transaction, 495
setting up online services, 143
unusable characters in, 140
working with, 496–497
paste command, 131
paycheck
accounting for deductions, 441
Paycheck Setup Wizard, 196–200
setting up for 401(k)/403(b) accounts, 242
payee drop-down list, 112–113
payees. See also Memorized Payees
assigning to groups, 206
custom reports, 474
editing address book records, 207
entering payee information, 158–159
entering payee instructions, 159–160
making loan payments to, 312
Online Center options, 147
renaming downloaded, 156–158
Spending Trends report, 472
Payment Details, 314–316
payments. See also Online Payment
Account List options, 91
bank account transactions, 74
changing monthly payment, 417
changing transactions, 133
credit card transactions, 75
entering, 121
entering credit card transactions, 121
making loan payment, 310–312
viewing loan details, 314–316
payroll. See also paycheck, 196–200
payroll savings, 434
PDF format
exporting reports to, 484
saving reports as, 231
pension, Lifetime Planner, 376
Performance view
Average Annual Return chart, 350–351
Growth of 10K chart, 349
Investing tab, 347–348
Portfolio Value vs. Cost Basis graph, 348–349
Personal Expenses category, 95
Personal Identification Number (PIN), 143
Personal Income category, 95
personal loans, 293
personal property, 295
PIN (Personal Identification Number), 143
placeholder entries
entering cost information for, 244–246
working with investment accounts, 242–243
Plan Assumptions, Lifetime Planner, 387–388
Planned Assets, Lifetime Planner, 382
Planned Loans, Lifetime Planner, 384
planning debt reduction. See Debt Reduction Planner
planning for future
About You section of plan, 372–373
College Calculator, 396–397
expense assumptions, 384–386
financial calculators for, 392–393
home and asset assumptions, 380–382
income assumptions, 374–377
inflation and, 378
investment assumptions, 379–380
Lifetime Planner, 370–371
Loan Calculator, 399–401
loans and debt assumptions, 383–384
overview of, 367
Refinance Calculator, 397–398
Retirement Calculator, 393–396
retirement plan, 368–370
returns on investments, 380
reviewing/changing assumptions, 387–388
Savings & Investments section, 378
savings assumptions, 379
Savings Calculator, 398–399
setting plan assumptions, 371–372
tax rate assumptions, 377
viewing plan results, 388–390
What If alternatives, 390–392
Planning tab options, 35
planning taxes. See tax planning
Pop-Up Registers option, 38
pop-up-windows, 529
Portfolio Analyzer, 358–360
Portfolio Rebalancer, 352–353, 358
Portfolio Value & Cost Basis reports, 348–349, 355
Portfolio view
customizing, 340–343
options available, 339–340, 343–344
viewing price information in, 281
Portfolio X-Ray
advanced Quicken features, 237
displaying investments information, 344–345
Stock Intersection, 346–347
X-Ray Interpreter, 346
portfolios
customizing views, 340–343
exporting, 284–285
managing, 236–237
overview of, 234
Portfolio view options, 339–340, 343–344
preferences, 261
viewing price information, 281
preferences
alert, 530
backup, 498
downloaded transactions, 106–107
Intuit ID, 537–538
investment transaction, 530–531
mobile, 537–538
Reports & Graphs, 536–537
setup, 528–530
startup, 527–528
prices
downloading historical information, 281–282
viewing security price information, 281
printers
setting up for check printing, 514–516
setting up for report and graph printing, 513–514
printing
Account List, 89
calendars, 194
information in Address Book, 207–208
reconciliation reports, 230–231
register reports, 125
reports, 484–486
Privacy Policy, Help menu, 40
Privacy Statement, installing Quicken, 6
Projected Balances, Bills tab
forecasting, 432–433
Projected Tax snapshot, Tax Center, 458–459
Property & Debt
accessing account register, 334–335
asset and debt information in, 322–323
Debt view, 330–332
displaying menu, 37
Property view, 328–330
Tab options, 36
property accounts
accessing register, 334–335
adjusting for market value, 321–322
assumptions using Lifetime Planner, 380–382
changing loan information, 313–314
creating alerts, 335–336
creating house account, 296–298
creating Lender Loan, 307–308
creating loan account, 301–302
creating property account, 294–296
loan details, 302–304
loan information, 298–300
loan reminders, 304–306
making payments, 310–312
viewing equity amount, 316–317
viewing loan information, 309–310
viewing payment details, 314–316
Property view, Property & Debt tab, 328–330, 334–335
publications, tax, 445–446
purchases alerts, 58
Q
Qcards, View Guidance, 24
QIF (Quicken Interchange Format) files
exporting, 508
importing, 507
Quicken 2017 introduction
creating accounts, 13–16
editions, 4–5
exiting Quicken, 25
Install Wizard, 6–8
interface, 16–17
Intuit ID, 22
new user install option, 9–12
One Step Update, 18–20
online financial services, 17
Password Vault setup, 22–24
scheduling updates, 20–22
startup, 13
system requirements, 5
types of accounts, 18
upgrade install option, 12–13
uses of, 4
View Guidance button, 24–25
Quicken Cloud Overview screen, 54–56
Quicken Deluxe, 4–5
Quicken Interchange Format (QIF) files
exporting, 508
importing, 507
Quicken Live Community link, Help menu options, 40
Quicken Mobile app
available after registration, 51
installing on mobile device, 60
Intuit ID required, 49–50
mobile device tools, 62–63
overview of, 48
Quicken Cloud Overview screen, 54–56
Quicken Mobile Overview screen, 61–62
requirements for using, 49
setting alerts, 56–59
understanding mobile applications, 47–48
viewing account totals on mobile devices, 68
viewing spending by category snapshots, 66–68
viewing transaction details, 68–69
working from desktop, 52–54
working from mobile device, 60–61
working with transactions, 63–66
Quicken Mobile Overview screen, 61–62
Quicken Starter, 4–5
Quicken Support link, Help menu options, 40
Quicken transfer format (.qxf), 508
Quicken window
Account Bar, 31–33
context menu of Account Bar, 33–34
exploring, 16–17
Tabs, 34–36
Toolbar, 38–39
QuickFill
entering transactions, 111–113
making loan payments, 301
preferences, 533–534
using memorized payees, 189–190
QuickZoom, creating reports or graphs on the fly, 476
Quote Lookup feature, 285–286
.qxf (Quicken transfer format), 508
R
RAM, system requirements, 5
range selection options, transaction filters, 105–106
real estate. See also property accounts, 321–322
real estate investment trust (REIT), 235
rebates, recording credit card transactions, 121
receipts, attaching image files to transactions, 135
receive, cash accounts transactions, 75
Reconcile Details dialog, 214–215, 224
Reconcile Without Downloading, 216–218
reconciled items, identifying, 223
reconciliation reports, Account List options, 91
reconciling accounts (generally), 132
reconciling bank accounts
adding reconciliation tool to Toolbar, 229–230
to bank statement, 220–222
button options, 219–220
comparing transactions to paper statements, 218–219
identifying reconciled items, 223
with online account access, 215–218
to online balance, 222
overview of, 214
printing reconciliation reports, 230–231
tips, 224–225
undoing reconciled transactions, 232
without online account access, 214
reconciling cash accounts, 214
reconciling credit card accounts
adding reconciliation tool to Toolbar, 229–230
adjusting your register, 229
with online account access, 228–229
overview of, 225–226
printing reconciliation reports, 230–231
undoing reconciled transactions, 232
without online account access, 226–228
reconciling investment accounts, 252–253, 257
recording strategies, credit cards/credit card accounts, 119–120
records, Address Book, 206–207
Refinance Calculator, 397–398
Register Columns, 114–115
Register Report
creating, 469
printing, 125
Register Views and Preferences section, Actions menu, 109–111
registers
accessing property and debt registers, 334–335
Actions menu, 108–111
adding notes, flags and alerts, 135
adjusting based on reconciliation, 229
attaching images to transactions, 136
basic entry techniques, 111
Bill & Income Reminders tab, 107–108
category use in, 113–114
changing transactions, 130–134
comparing downloaded transactions to register transactions, 150–154
entering cash transactions, 122
entering credit card transactions, 120–121
entering finance charges, 121
entering payments, 121
entering transactions, 104
icon/button options, 111–112
memos, 116
number field, 112
opening Write Checks window from, 123
payee drop-down list and QuickFill, 112–113
printing checks, 126–127
printing Register Report, 125
range selection options, 105–106
recording transfers, 127
register columns, 114–115
Reminders menu, 108
searching for transactions, 127–129
sorting transactions, 129
tags, 116
transaction buttons, 116
viewing asset or debt register, 308–309
working with attachments, 136
working with downloaded transactions, 106–107
registration, Quicken, 50–51
REIT (real estate investment trust), 235
reminders
adding, 132
bill and income. See Bill & Income Reminders
creating from downloaded transactions, 169–172
future bills, 433
investment transactions, 265
for loans, 304–306
making loan payments, 310
for manual backup, 500
overview of, 168–169
Reminders menu, 108
Renaming Rules options, payees, 156–158
Report window, 36–37
Reporting section, Actions menu, 109
reports
Account Balances Report, 328
budget, 425
creating, 465–466
creating from All Reports menu, 468–469
creating from other menus, 469–470
customized and saved, 465
customizing, 473–476
Emergency Records Organizer, 542
exporting to clipboard, 483–484
exporting to Excel compatible format, 481–483
exporting to PDF format, 484
exporting TurboTax reports, 448
hiding/displaying report details, 471–472
investment reports, 258, 354–355
Net Worth Summary Report, 326–327
overview of, 463–464
preferences, 536–537
printing, 484–486
printing reconciliation reports, 230–231
Projected Balances, 432
Reports & Graphs center, 466–467
saving, 477
security reports, 276
Spending Trends report, 472–473
standard, 464
on tagged transactions, 101
tax reports, 443–444
toolbar icons in report window, 470–471
viewing saved reports, 478
working with report window, 470
working with saved reports, 478–480
working with subreports, 476–477
Reports & Graphs center
creating reports, 468–469
overview of, 466–467
preferences, 536–537
Reports button, Spending register, 205
restoring data files, 504–505
retirement
asset accounts, 30
Lifetime Planner, 375–376
planning for, 368–370
Retirement Calculator, 393–396
returns on investments, assumptions using Lifetime Planner, 380
reverse equity loan (or reverse mortgage), 293
Review Bills dialog, 177
rollovers, budget, 429–432
Roth IRA, 235
S
salary, Lifetime Planner, 374–375
Sanitize Data File copy link, Help menu options, 40
saved reports
overview of, 465
viewing, 478
working with, 478–480
Savings & Investments, Lifetime Planner, 378
Savings Calculator, 398–399
Savings Goals
contributing funds to, 436–437
getting started, 435–436
meeting your goal, 437–438
overview of, 435
savings/savings accounts
alerts, 209
asset accounts, 30
assumptions using Lifetime Planner, 379
creating accounts, 79–81
goals for savings, 435–438
Monthly Savings Targets snapshot, 390
Savings Calculator, 398–399
setting up banking accounts, 74
strategic saving, 434–435
turning reference (number) field on/off, 112
types of savings accounts, 434–435
understanding why we save, 433–434
scanners, attaching image files to transactions, 136
Scenarios feature, Tax Planner, 451–452
Schedule A itemized deductions, 460
Schedule These? list, 187
Schedule Updates dialog, 20–22
scheduled transactions
bills or deposits, 211
creating, 169
making loan payments, 301
payments and deposits, 187
repeating online payments, 187–189
stopping repeating online payments, 189
from Transactions window, 195
scorecards, online research tools, 287
Screen Share, Help menu options, 40
Search tool, Quicken Mobile app tools, 62–63
searches
spending-related, 203
for transactions, 127–128
second mortgage, 293
securities. See also investments/investment accounts
adding new, 271–274
asset types, 273
buying shares, 265–266
checking account status, 260
current holdings, 241–242
customizing portfolio views, 340–343
editing details, 280–281
entering cost information for placeholder entries, 244–246
including in custom reports, 475
Investment Transaction list, 255
renaming, 250–251
selling shares, 267–268
tax implications of, 260
ticker symbols, 241
viewing price information, 281
what they are, 234
working with individual, 275–277
working with placeholder entries, 242–243
Security Detail View, 278–280
Security List window
accessing, 257
adding new securities, 271–274
choosing market indexes, 274
creating Watch List, 283
detail view, 278–280
downloading asset class information, 282
downloading historical information, 281–282
downloading online stock quotes, 278–279
editing security details, 280–281
selecting from action options, 282–283
viewing, 271
viewing price information in Portfolio view, 281
working with individual securities, 275–277
security, mobile device, 65
Security Type List, 276
selling shares, investment transactions, 263, 267–268
SEP-IRA, 235
Settings dialog, 66
setup. See also installing Quicken
investments/investment accounts, 239–240
preferences, 528–530
share balance, investment transactions, 255–256, 263
shares
Account Overview window, 259
buying, 265–267
current holdings, 241–242
estimating average cost, 246
investment transactions, 263–265
reconciling, 257
selling, 267–268
short sale, investment transactions, 264
shortcut menus. See context menus
Show Hidden Accounts. See hiding/displaying
Show This File On My Computer command, 493
Sign In screen, 9
Simple IRA, 235
smart phones. See mobile devices
Social Security benefits, Lifetime Planner, 375–376
sorting transactions, 129
sounds (audio), setup options, 529
spend, cash accounts transactions, 75
spending
alert types, 58
asset accounts, 29
creating accounts, 79–81
getting help stopping, 405
Spending And Savings Accounts, 521
Spending by Category, 66–68
Spending register, 203–205
Spending tab
applying filters to spending graph, 201–202
date filter, 202–203
exploring spending graph, 200–201
overview of, 200
register. See Spending register
reset and search options, 203
Tab options, 35
transaction type filter, 203
Spending Trends report, 472–473
Split Transaction window, 117–118
split transactions
downloaded transactions, 69
entering multiple categories, 114
understanding, 116–118
startup
options, 13
preferences, 527–528
statements
reconciliation options, 217
reconciling bank accounts to bank statement, 220–222
reconciling to paper statements, 218–219
Stay On Top Of Monthly Bills, 172–174
Stock Evaluator, 287
Stock Intersection, Portfolio X-Ray, 346–347
stock quotes
downloading, 278–279
preferences, 531
Premier features for following market, 237
stock split, investment transactions, 263
stocks
asset types, 273
current holdings, 241–242
estimating average cost of, 246
subcategories
creating, 98
entering transactions, 114
establishing, 92
subreports, 476–477
Summary view, 520–522
Sync Now link, Quicken Cloud Overview, 55
Sync To Quicken Cloud For Mobile & Alerts, 15
syncing accounts, with Quicken Mobile from desktop, 52–54
system requirements, Quicken 2017, 5
T
tab-delimited file (.txt), 481
tablets. See mobile devices
Tabs
Bill and Income Reminders, 186–187
overview of, 17
Tag List window, 100–101
tags
adding to transactions, 116
creating, 100
including in custom reports, 474
overview of, 99
working with Tag List window, 100–101
Task Bar, 13
Tax Calculator, 445
Tax Calendar snapshot, 459
Tax Center
overview of, 458
Projected Tax snapshot, 458–459
tax alerts in, 460–461
Tax Calendar snapshot, 459
Tax-Related Expenses YTD snapshot options, 459–460
Taxable Income YTD snapshot, 460
tax-deferred accounts, 84
tax-line items
changing transactions, 131
deductions and, 199–200
Tax Planner
accessing, 449
creating scenarios, 451–452
entering data, 450–451
finishing up, 452
viewing summary of tax-related data, 449–450
tax planning
avoiding surprises, 448–449
connecting tax information with categories, 441–443
estimating capital gains, 457
estimators, 453
exporting TurboTax reports, 448
finding deductions, 453–455
importing TurboTax file, 448
including tax information in accounts, 440–441
itemizing deductions, 455–456
online tax tools, 444–445
overview of, 439
tax calculators, 445
Tax Center, 458–461
tax forms and publications, 445–446
tax reports, 443–444
Tax Withholding Estimator, 457–458
using TurboTax, 447–448
tax rates, assumptions using Lifetime Planner, 377
Tax-Related Expenses YTD snapshot options, Tax Center, 459–460
Tax Schedule
Account Details dialog, 309
Account List options, 86
including tax information in accounts, 440–441
tax reports, 444
Tax Summary Report, 444
Tax Withholding Estimator, 457–458
Taxable Income YTD snapshot, Tax Center, 460
taxes
alerts, 211
changing transactions, 131
deductions and, 199–200
depreciation as deductible, 322
forms and publications, 445–446
implications of assets/asset accounts, 309
rate used in Portfolio view, 344
security related, 260
term, loans, 294
text
alert options, 58
saving reports as .txt file, 481
thumb drives (flash drives)
backing up to, 501–503
saving data file to, 492–493
ticker symbols, for securities, 241, 342
time, spending over, 67
tips
changing multiple transactions, 540–541
converting older Quicken files to new computer, 539–540
Tips & Tutorials tab, 36
title bar, 39
To Do bar, 38
Today option, calendars, 193
Toolbar
adding buttons to, 523–525
adding reconciliation tool to, 229–230
adding Reports & Graphs icon, 466
adding saved reports to, 525
changing appearance of buttons, 526
icons in report window, 470–471
making loan payments from, 312
Quicken window, 38–39
removing/rearranging buttons, 525
restoring default settings, 526–527
startup navigation, 528
Transaction Attachment dialog, 137
transaction buttons, 116, 256–258
Transaction Detail window, 68–69
transaction downloads
accepting, 156
applying for, 238
comparing to register, 150–154
connection options, 141
creating reminders from, 169–172
deleting, 154
investments, 246–248
manual entry as alternative to, 82
moving, 154–156
options for, 148–150
overview of, 19
reconciling bank accounts and, 215–216
reconciling to paper statements, 218–219
renaming downloaded payees, 156–158
reviewing/accepting, 248
splitting, 69
Transaction Download feature, 139–141
Transaction section, Actions menu, 108–109
Transaction tool, Quicken Mobile app, 63–66
transactions
adding notes, flags and alerts, 135
attaching checks, receipts, or other image files to, 135–136
attachments, 137
automatic entry, 248–250
bank account, 74
cash accounts, 75
changing, 130–134
changing multiple, 540–541
credit card account, 74–75
downloading. See transaction downloads
Edit Transaction command, 129
editing investment transactions, 270–271
entering cash transactions, 122
entering credit card transactions, 120–122
entering from account registers, 104
entering investment transactions, 270
filtering spending by transaction type, 203
investment transactions, 263
on mobile devices, 63–66
modifying password-protected, 496
password setup for, 495
preferences, 532
reconciling to paper statements, 218–219
reminders, 168
renaming, 250–251
scheduling. See scheduled transactions
searching, 127–129
sorting, 129
split transactions, 69, 114, 116–118
tracking, 27–29
types of, 74–75
undoing reconciled, 232
Transactions window, calendars, 195–196
transfers (TXFR)
bank account transactions, 74
cash accounts transactions, 75
credit card transactions, 75
default groups, 96
detecting between accounts online, 163–164
money between accounts online, 161–163
recording in account register, 127
TurboTax
exporting files, 508
exporting TurboTax reports, 448
importing files into Quicken, 508
importing TurboTax file, 448, 450
overview of, 447
using, 447–448
versions, 447–448
TXFR. See transfers (TXFR)
.txt (tab-delimited file), 481
U
uncleared items, identifying reconciled items, 223
Update Balance option, Action gear, 321
Update Cash Balance, Account Bar, 251
Update Now, Web Connect, 108
Update Share Balance, Account Bar, 252
Update Status
displayed when connecting to financial institution, 45
saving passwords to, 14
updates. See also One Step Update
asset value, 321–322
investments, 354
scheduling, 20–22
upgrades
Help menu options, 41
location of data file for, 7
passwords for, 22
Quicken installation options, 12–13
users
passwords for new, 22
Quicken installation options, 9–12
setting up online services, 143
V
Validate and Repair command, File menu, 511–513
vehicles. See also auto loans
adjusting assets for market value, 321–322
assumptions using Lifetime Planner, 383
creating loan accounts, 301–302
creating property and debt accounts, 295
entering loan information, 298–300
loan details, 302
types of loans, 293–294
View Guidance, Help menu options, 24–25, 40
W
Watch List, 283
Web Connect
costs of, 142
downloading transactions, 140–141, 148–150
importing files into Quicken, 507
selecting connection method, 146
setup options, 530
Update Now, 108
What If tool
applying to debt reduction, 416–418
applying to loan payment decisions, 317–318
applying to planning assumptions, 390–392
What’s Left section, Bill & Income Reminders, 173–174
withholding threshold alerts, 460
Write Checks window
entering split transactions, 116
entering transactions, 125–126
opening, 123
options, 124–125
preferences, 535
printing checks, 126–127, 228, 514–516
tracking credit cards, 119
X
X-Ray Interpreter, 346
Y
Year-End Copy command, File menu, 510–511
Z
Zillow real estate csompany, Quicken integration with, 299–300