| Acknowledgments |
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xii | |
| Introduction |
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xiii | |
| Part One Learning Quicken Basics |
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1 Meeting and Installing Quicken 2017 |
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3 | (24) |
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4 | (1) |
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4 | (1) |
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5 | (11) |
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5 | (8) |
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13 | (1) |
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Creating Your First Account |
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13 | (3) |
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16 | (2) |
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Exploring the Quicken Window |
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16 | (1) |
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Understanding Online Financial Services |
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17 | (1) |
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18 | (1) |
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Using One Step Update and the Password Vault |
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18 | (9) |
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Setting Up One Step Update |
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18 | (4) |
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Understanding the Intuit ID |
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22 | (1) |
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Understanding the Password Vault |
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22 | (2) |
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24 | (1) |
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25 | (2) |
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2 Starting with Quicken Basics |
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27 | (20) |
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How Financial Transactions Are Tracked |
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27 | (14) |
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28 | (1) |
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29 | (2) |
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Exploring the Quicken Window |
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31 | (5) |
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Understanding Other Quicken Features |
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36 | (3) |
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39 | (2) |
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41 | (2) |
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Understanding Data Files and Accounts |
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42 | (1) |
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43 | (4) |
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44 | (3) |
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3 Consider Quicken Mobile |
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47 | (26) |
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Understand Mobile Applications |
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47 | (1) |
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48 | (1) |
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Meet Quicken's Mobile App |
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48 | (1) |
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About Your Mobile Companion |
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48 | (1) |
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Beginning with Quicken's Mobile App |
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49 | (11) |
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Understanding Your Intuit ID |
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49 | (3) |
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Getting Started from Your Desktop |
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52 | (4) |
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56 | (3) |
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59 | (1) |
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60 | (13) |
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Getting Started on Your Mobile Device |
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60 | (1) |
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Working with the Quicken Mobile Overview Page |
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61 | (12) |
| Part Two Organizing Quicken for You |
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4 Utilizing Accounts and Categories |
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73 | (30) |
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Setting Up Other Banking Accounts |
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73 | (18) |
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Reviewing Account and Transaction Types |
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74 | (1) |
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Working with Bank Accounts |
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75 | (4) |
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79 | (4) |
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Working with the Account List Window |
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83 | (8) |
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91 | (8) |
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Establishing Categories and Subcategories |
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92 | (1) |
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Working with the Category List Window |
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92 | (3) |
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Organizing Categories into Groups |
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95 | (4) |
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99 | (4) |
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100 | (3) |
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5 Delving into Your Bank and Credit Transactions |
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103 | (36) |
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104 | (1) |
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104 | (23) |
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105 | (11) |
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116 | (3) |
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Tracking Credit Cards with Quicken |
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119 | (4) |
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Writing and Printing Checks in Quicken |
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123 | (3) |
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126 | (1) |
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127 | (1) |
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Working with Existing Transactions |
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127 | (7) |
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Searching for Transactions |
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127 | (7) |
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Quicken's Other Account Features |
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134 | (5) |
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Adding Notes, Flags, and Alerts |
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135 | (1) |
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Attaching Checks, Receipts, or Other Images |
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135 | (2) |
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Watching Your Credit Score |
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137 | (2) |
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139 | (28) |
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140 | (7) |
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Understanding Transaction Download |
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140 | (1) |
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Introducing Online Payment and Quicken Bill Pay |
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140 | (2) |
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Setting Up Online Account Services |
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142 | (2) |
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Checking Online Account Services Status |
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144 | (3) |
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147 | (20) |
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Using the Online Center Window |
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147 | (1) |
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148 | (10) |
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158 | (9) |
| Part Three Tracking Your Money |
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7 Monitoring Your Bills and Paychecks |
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167 | (46) |
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Bill and Income Reminders |
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168 | (6) |
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168 | (1) |
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Creating Reminders from Downloaded Transactions |
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169 | (5) |
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Working with the Bills Tab |
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174 | (3) |
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174 | (3) |
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177 | (19) |
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185 | (4) |
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Using QuickFill and Memorized Payees |
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189 | (4) |
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Using the Financial Calendar |
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193 | (3) |
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196 | (4) |
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196 | (1) |
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Using the Paycheck Setup Wizard |
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196 | (4) |
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A Closer Look at the Spending Tab |
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200 | (9) |
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Exploring the Spending Graph |
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200 | (4) |
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Using the Spending Register |
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204 | (1) |
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Creating the Address Book |
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205 | (4) |
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209 | (4) |
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Viewing Available Alerts Groups |
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209 | (4) |
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8 Banking and Reconciling |
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213 | (20) |
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Reconciling Bank Accounts |
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214 | (11) |
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Starting a Reconciliation |
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214 | (4) |
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Comparing Transactions to a Paper Statement |
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218 | (5) |
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Identifying Reconciled Items |
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223 | (1) |
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224 | (1) |
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Other Reconciliation Tasks and Features |
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225 | (8) |
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Reconciling Credit Card Accounts |
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225 | (5) |
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Printing a Reconciliation Report |
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230 | (2) |
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Undoing Reconciled Transactions |
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232 | (1) |
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9 Managing Your Investments |
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233 | (58) |
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Quicken Investment Basics |
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234 | (20) |
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Understanding Your Portfolio |
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234 | (3) |
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Creating Investing Accounts |
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237 | (9) |
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Setting Up Transaction Downloads |
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246 | (8) |
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Working with Investment Accounts |
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254 | (17) |
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Understanding the Investment Transaction List |
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254 | (4) |
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Exploring the Account Overview Window |
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258 | (4) |
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Using the Investment Transaction Dialog |
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262 | (3) |
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Entering Common Transactions |
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265 | (6) |
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Working with the Security List |
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271 | (7) |
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Viewing the Security List |
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271 | (7) |
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Downloading Quotes and Investment Information |
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278 | (5) |
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Downloading Online Quotes |
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278 | (5) |
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283 | (1) |
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Using Investing.Quicken.com for Updates |
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283 | (8) |
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284 | (1) |
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285 | (1) |
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286 | (5) |
| Part Four Assessing Your "Money's Worth" |
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10 Working with Your Assets |
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291 | (46) |
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292 | (9) |
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Understanding Assets and Debts |
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292 | (2) |
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Creating Property and Debt Accounts |
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294 | (7) |
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301 | (18) |
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301 | (8) |
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309 | (1) |
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310 | (2) |
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Modifying Loan Information |
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312 | (7) |
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319 | (3) |
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Adding and Disposing of Assets |
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320 | (1) |
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321 | (1) |
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322 | (13) |
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Exploring the Net Worth View |
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323 | (5) |
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328 | (2) |
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330 | (4) |
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Accessing Property and Debt Account Registers |
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334 | (1) |
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Creating Alerts for Property and Debt Accounts |
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335 | (2) |
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Setting Up Property and Debt Alerts |
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335 | (1) |
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Working with Property and Debt Alerts |
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336 | (1) |
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11 Reviewing Your Financial Position |
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337 | (30) |
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338 | (17) |
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Working with the Portfolio View |
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339 | (5) |
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Using the Portfolio X-Ray |
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344 | (3) |
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Studying Your Performance |
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347 | (4) |
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Exploring Asset Allocation Views |
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351 | (3) |
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Updating Your Investments |
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354 | (1) |
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354 | (1) |
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Utilizing Investing Tab Tools |
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355 | (1) |
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Using Investment Analysis Tools |
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355 | (12) |
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Using the Asset Allocation Guide |
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356 | (2) |
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358 | (2) |
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Previewing Your Buy/Sell Decisions |
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360 | (1) |
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361 | (2) |
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Setting Investment Alerts |
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363 | (4) |
| Part Five Looking Toward Tomorrow |
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12 Planning for Your Future |
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367 | (36) |
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368 | (2) |
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368 | (2) |
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Getting Started with the Quicken Lifetime Planner |
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370 | (20) |
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371 | (7) |
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378 | (10) |
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388 | (2) |
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The "What If" Alternatives |
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390 | (2) |
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Setting "What If" Options |
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391 | (1) |
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392 | (1) |
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Finding More Planning Tools |
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392 | (1) |
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A Look at Quicken's Financial Calculators |
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392 | (1) |
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Learning About Financial Calculators |
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392 | (1) |
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Accessing the Financial Calculators |
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393 | (1) |
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Using the Financial Calculators |
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393 | (10) |
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Working with the Retirement Calculator |
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393 | (3) |
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Running the College Calculator |
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396 | (1) |
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Evaluating the Refinance Calculator |
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397 | (1) |
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Planning with the Savings Calculator |
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398 | (1) |
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Using the Loan Calculator |
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399 | (4) |
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13 Saving Money by Reducing Debt |
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403 | (36) |
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404 | (15) |
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404 | (2) |
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Using the Debt Reduction Planner |
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406 | (13) |
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419 | (1) |
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Quicken's Automatic Budget |
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420 | (12) |
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Understanding Quicken's Automatic Budget |
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421 | (1) |
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Working with Your Automatic Budget |
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422 | (10) |
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Where Does Your Money Go? |
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432 | (7) |
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Forecasting for Your Future |
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432 | (2) |
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Understanding Why We Save |
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434 | (1) |
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434 | (1) |
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435 | (4) |
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439 | (24) |
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Tax Information in Accounts and Categories |
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440 | (3) |
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Including Tax Information in Accounts |
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440 | (1) |
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Connecting Tax Information with Categories |
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441 | (2) |
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443 | (1) |
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444 | (3) |
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447 | (1) |
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447 | (1) |
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Planning to Avoid Surprises |
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448 | (5) |
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Working with the Tax Planner |
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449 | (2) |
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451 | (2) |
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453 | (10) |
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Minimizing Taxes by Maximizing Deductions |
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453 | (2) |
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Utilizing the Itemized Deduction Estimator |
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455 | (2) |
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Exploring the Tax Withholding Estimator |
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457 | (1) |
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Understanding the Tax Center |
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458 | (5) |
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15 Creating Quicken Reports |
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463 | (26) |
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463 | (7) |
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Reviewing Report and Graph Types |
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464 | (1) |
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Creating Reports and Graphs |
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465 | (5) |
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Working with Reports and Graphs |
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470 | (19) |
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Working with a Report Window |
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470 | (3) |
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Customizing Reports and Graphs |
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473 | (3) |
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476 | (1) |
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Saving Reports and Graphs |
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477 | (4) |
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481 | (3) |
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Printing Reports and Graphs |
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484 | (5) |
| Part Six Appendixes |
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489 | (28) |
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Working with Multiple Data Files |
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490 | (4) |
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491 | (1) |
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Opening, Saving, and Copying Quicken Data Files |
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492 | (2) |
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Password-Protecting Quicken Data |
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494 | (4) |
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494 | (1) |
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Protecting Existing Transactions |
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495 | (1) |
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496 | (2) |
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Backing Up Your Quicken Data File |
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498 | (9) |
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Setting Backup Preferences |
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498 | (2) |
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500 | (4) |
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504 | (3) |
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Additional File Procedures |
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507 | (10) |
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Importing Files into Quicken |
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507 | (1) |
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508 | (1) |
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Working with Additional File Operations |
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509 | (4) |
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513 | (1) |
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Setting Up for Check Printing |
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514 | (2) |
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516 | (1) |
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517 | (26) |
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Customizing Quicken's Interface |
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517 | (10) |
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Creating Custom Home Tab Views |
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518 | (2) |
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Re-creating the Summary View |
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520 | (2) |
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Crafting an Analysis & Reports View |
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522 | (1) |
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522 | (5) |
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527 | (11) |
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Telling Quicken Your Preferences |
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527 | (11) |
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538 | (3) |
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Converting Your Older Quicken Files to a New Computer |
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539 | (1) |
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Changing Multiple Transactions |
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540 | (1) |
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Quicken Emergency Records Organizer |
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541 | (2) |
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Using the Emergency Records Organizer |
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542 | (1) |
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Creating Reports in the Emergency Records Organizer |
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542 | (1) |
| Index |
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543 | |
Lisainfo e-raamatute kohta