By Tom Negrino
ISBN-10: 0321293657
ISBN-13: 9780321293657
It was once that to start operating with Quicken, you needed to hand-enter every type of data - a approach so hard that many of us eschewed own finance software program altogether. now not so at the present time: With Quicken 2004's show Account Setup, all you need to do is pick out your financial institution (from a listing of greater than 2,000), offer your account IDs and PINs, and the software program does the remainder! All you actually need, then, to begin wrangling your funds instantly is that this pint-sized project-based consultant to the software program! instead of hide each final Quicken function and alternative, veteran writer Tom Negrino selects the fastest, simplest path to achieving a given objective-from developing debts and coming into transactions to writing and printing exams, scheduling automated invoice money, and securing loans-and offers it via full-page-width display photographs and easy step by step directions. all through, you are going to examine by means of doing as you entire the book's tasks. by way of the top of the day, you may have mastered not only Quicken yet your funds besides!
Read or Download Managing Your Personal Finances with Quicken: Visual QuickProject Guide PDF
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Additional resources for Managing Your Personal Finances with Quicken: Visual QuickProject Guide
Sample text
The Transaction method can be Payment, Online Payment from Quicken, Printed Check, Deposit, or Transfer. Pick the one you want from the pop-up menu. 3. Type the payee in the Payee field, or choose it from the pop-up menu. 4. Type the category in the Category field, or choose it from the pop-up menu. 5. In the Amount area, if the transaction will be a fixed amount every time, click the first button and enter the amount. , it changes from month to month), you can have Quicken estimate an amount, so you have a rough entry in your register of the amount of the transaction.
However, a Quicken register does the math for you and keeps a running balance automatically. In this chapter, you'll learn how to enter transactions in the account registers, write checks, enter deposits, transfer money between Quicken accounts, and print checks from Quicken, rather than writing them by hand. [View full size image] Explore Registers Checks, deposits, and funds transfers from one account to another are all transactions that need to be entered in your account register. An account register uses boxes, called fields, to record all the information you need about the transaction, including the date, check number, payee, payment or deposit amount, category, and memo field.
For example, if you go to the doctor and pay with a check, you would enter that check under the Medical category in your checking account register. If on a subsequent visit you pay with a credit card, you would enter the transaction in your credit card account register using that same Medical category. This consistent categorization leads to accurate reports, and correct reports give you a better picture of your finances. • If needed, you can create multiple levels of subcategories. 33 34 • If you delete a category, the transactions in your data file that were assigned to that category end up with no category at all.
Managing Your Personal Finances with Quicken: Visual QuickProject Guide by Tom Negrino
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