The Missing Credits |
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xiii | |
Introduction |
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1 | (14) |
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Part One: Getting Started |
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15 | (14) |
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15 | (1) |
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Setting Up Your Data File |
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16 | (3) |
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17 | (2) |
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If You're a Quicken Veteran |
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19 | (1) |
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19 | (9) |
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Telling Quicken About Yourself |
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22 | (1) |
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Setting Up a Checking Account |
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22 | (3) |
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Setting Up Your Paycheck and Other Deposits |
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25 | (1) |
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Setting Up Credit Card Payments and Bills |
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26 | (2) |
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28 | (1) |
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Taking Quicken for a Test Drive |
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29 | (12) |
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Recording Payments and Deposits |
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29 | (5) |
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30 | (3) |
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33 | (1) |
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34 | (1) |
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34 | (7) |
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35 | (1) |
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Seeing How Much You Earn and Spend |
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35 | (6) |
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41 | (16) |
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How Accounts and Categories Work Together |
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42 | (1) |
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Choosing Which Account Type to Use |
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42 | (5) |
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43 | (2) |
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45 | (2) |
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47 | (1) |
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47 | (6) |
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Creating a Banking Account: Step by Step |
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50 | (3) |
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Editing Account Information |
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53 | (1) |
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54 | (3) |
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Categories and Tags: Tracking Transactions |
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57 | (16) |
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Understanding Categories and Tags |
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58 | (4) |
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Organizing ``Vertically'' with Categories |
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58 | (2) |
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Organizing Flexibly with Tags |
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60 | (2) |
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62 | (3) |
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Turning On Quicken's Built-in Categories |
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63 | (1) |
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64 | (1) |
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65 | (1) |
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66 | (2) |
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68 | (1) |
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68 | (5) |
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68 | (1) |
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69 | (1) |
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69 | (4) |
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Part Two: Getting Down to Business |
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Recording Banking Transactions |
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73 | (30) |
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73 | (2) |
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73 | (1) |
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74 | (1) |
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Navigating Between Transactions |
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75 | (1) |
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75 | (13) |
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Recording Handwritten Checks in the Register |
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75 | (5) |
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Recording Checks You Want Quicken to Print |
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80 | (3) |
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83 | (5) |
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88 | (1) |
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Recording Credit Card Charges |
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89 | (3) |
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Tracking Credit Card Charges |
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89 | (1) |
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Entering Credit Card Transactions |
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90 | (2) |
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Recording Cash Transactions |
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92 | (2) |
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If Your Memory Is Like a Sieve |
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92 | (1) |
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Creating a Pocket Money Account |
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92 | (1) |
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Cash Tracking for Photographic Memories |
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93 | (1) |
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Editing Transaction Fields |
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94 | (1) |
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Reminders, Notes, and Attachments |
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94 | (5) |
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Attaching Reminders and Notes |
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95 | (1) |
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Working with Attached Images |
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96 | (3) |
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99 | (4) |
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Assigning Tags to Transactions |
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100 | (1) |
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101 | (1) |
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101 | (2) |
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Quicken and the Web: Online Banking |
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103 | (38) |
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What Quicken Can Do Online |
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104 | (2) |
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Connecting Quicken to the Internet |
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106 | (1) |
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Setting Up an Account for Online Services |
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107 | (6) |
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Finding Participating Institutions |
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109 | (2) |
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Applying for Online Services |
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111 | (1) |
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Activating Online Services |
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112 | (1) |
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113 | (7) |
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Downloading Transactions Directly |
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114 | (1) |
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Downloading Statements with Web Connect |
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115 | (1) |
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Reviewing and Incorporating Downloaded Transactions |
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116 | (1) |
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117 | (1) |
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When Quicken Doesn't Match Transactions Correctly |
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118 | (2) |
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Updating All Accounts: One Step Update |
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120 | (5) |
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Setting Up One Step Update |
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121 | (1) |
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122 | (1) |
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123 | (2) |
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125 | (3) |
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126 | (2) |
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128 | (11) |
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128 | (2) |
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Creating the Payment Request |
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130 | (1) |
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131 | (1) |
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Setting Up Repeating Online Payments |
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132 | (3) |
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135 | (2) |
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Letting Payees Come and Get Their Payments |
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137 | (1) |
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Paying an Occasional Bill Online |
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138 | (1) |
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Coordinating Bill Payment with Quicken |
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138 | (1) |
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Setting Up Online Transfers |
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139 | (2) |
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141 | (42) |
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Transferring Money Between Accounts |
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141 | (3) |
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Recording a Transfer Between Accounts |
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142 | (2) |
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Turning Checks into Transfers |
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144 | (1) |
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144 | (2) |
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146 | (4) |
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148 | (1) |
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Handling Remaining Amounts |
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149 | (1) |
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Searching for Transactions |
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150 | (7) |
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Finding Recent Transactions with One Click |
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150 | (1) |
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Finding All Matching Transactions |
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151 | (1) |
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Finding Specific Transactions |
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152 | (3) |
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Finding and Replacing Values |
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155 | (2) |
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The Transaction Edit Menu |
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157 | (4) |
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161 | (5) |
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Setting Up a Scheduled Transaction |
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161 | (5) |
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Paying and Skipping Scheduled Transactions |
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166 | (1) |
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Editing and Deleting Scheduled Transactions |
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166 | (1) |
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Automatically Recording Paycheck Deposits |
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166 | (8) |
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Getting Started with Paycheck Setup |
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166 | (2) |
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Setting Up Paycheck Details |
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168 | (4) |
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Paycheck Tracking Made Easy |
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172 | (1) |
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173 | (1) |
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174 | (1) |
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Recategorizing Transactions |
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174 | (3) |
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Managing Memorized Payees |
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177 | (6) |
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Adding Memorized Payees Manually |
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178 | (1) |
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Removing Payees from the Memorized Payee List |
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179 | (2) |
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181 | (1) |
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181 | (2) |
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Reconciling: Making Sure Quicken and Your Bank Agree |
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183 | (14) |
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Prep Time: Reviewing Your Account |
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184 | (1) |
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First Steps: Telling Quicken What to Compare |
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185 | (2) |
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Reconciliation: The Actual Review |
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187 | (1) |
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Modifying Transactions During Reconciliation |
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188 | (2) |
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Stopping and Restarting a Reconciliation |
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190 | (1) |
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When Your Records Don't Agree with Your Bank's |
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190 | (2) |
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Reconciling Automatically |
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192 | (5) |
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Part Three: Tuning Your Financial Engine |
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Tracking Property and Debt |
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197 | (32) |
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Property and Debt: An Introduction |
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197 | (2) |
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Setting up Asset and Liability Accounts |
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199 | (18) |
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Types of Asset and Liability Accounts |
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199 | (1) |
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Creating an Asset Account |
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200 | (4) |
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Setting Up Loan and Liability Accounts |
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204 | (6) |
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Setting Up a Loan Payment |
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210 | (4) |
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Linking an Asset and a Loan |
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214 | (3) |
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217 | (3) |
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218 | (1) |
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218 | (2) |
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220 | (3) |
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221 | (1) |
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221 | (1) |
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Adjusting a Loan's Interest Rate |
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222 | (1) |
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223 | (1) |
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Changing the Value of an Asset |
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224 | (3) |
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224 | (2) |
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226 | (1) |
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226 | (1) |
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Acquiring and Disposing of Assets |
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227 | (2) |
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Monitoring Spending and Saving |
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229 | (34) |
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Creating a Budget in Quicken |
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230 | (6) |
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Creating a Budget Automatically |
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232 | (3) |
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Copying the Current Budget |
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235 | (1) |
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Creating a Budget Manually |
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236 | (1) |
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236 | (7) |
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238 | (3) |
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241 | (2) |
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243 | (1) |
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Saving or Restoring a Budget |
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244 | (1) |
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Choosing Budget Categories |
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244 | (4) |
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Choosing Income and Expense Categories |
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244 | (2) |
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Choosing Accounts for Transfers to Savings |
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246 | (2) |
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Comparing Your Performance to Your Budget |
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248 | (3) |
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251 | (5) |
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Setting Up a Savings Plan |
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253 | (1) |
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Managing Spending with a Savings Plan |
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254 | (2) |
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256 | (7) |
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Viewing Monthly Cash Flow |
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257 | (3) |
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260 | (3) |
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263 | (52) |
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Quicken Investment Tracking: Details or Overview? |
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264 | (1) |
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Choosing the Right Type of Account |
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265 | (2) |
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Creating an Investment Account |
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267 | (4) |
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Creating a 401 (k) or 403(b) Account |
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267 | (2) |
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Creating a Brokerage Account |
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269 | (1) |
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270 | (1) |
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Setting Up and Tracking Securities |
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271 | (12) |
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272 | (3) |
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275 | (2) |
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277 | (3) |
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280 | (3) |
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Recording Investment Transactions |
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283 | (11) |
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284 | (3) |
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287 | (3) |
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Recording and Reinvesting Income |
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290 | (2) |
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292 | (1) |
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Recording Other Investment Transactions |
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292 | (2) |
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Downloading Investment Transactions |
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294 | (8) |
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295 | (2) |
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Dealing with Placeholders |
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297 | (5) |
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Resolving Duplicate Transactions |
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302 | (1) |
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Adjusting an Investment Account Balance |
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302 | (3) |
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Updating an Account's Cash Balance |
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303 | (1) |
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Updating an Account's Share Balance |
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303 | (1) |
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Updating 401 (k) Holdings |
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304 | (1) |
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Evaluating Your Portfolio |
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305 | (5) |
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307 | (1) |
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308 | (1) |
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309 | (1) |
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A Tour of Quicken's Planning Tools |
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310 | (5) |
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310 | (2) |
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312 | (3) |
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Creating Reports and Graphs |
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315 | (26) |
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A Guide to Quicken's Reports |
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315 | (9) |
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316 | (2) |
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318 | (2) |
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320 | (1) |
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320 | (2) |
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322 | (2) |
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324 | (1) |
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324 | (1) |
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Generating Reports and Graphs |
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325 | (1) |
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Printing Reports and Graphs |
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325 | (3) |
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326 | (1) |
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Creating Print-Ready PDF Files |
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327 | (1) |
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328 | (8) |
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330 | (1) |
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331 | (2) |
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Adding and Removing Columns |
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333 | (1) |
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Customizing Other Report Content |
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333 | (2) |
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335 | (1) |
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Saving and Reusing Reports |
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336 | (5) |
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Managing Customized Reports |
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337 | (4) |
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Part Four: Quicken Power Tools |
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Backing Up and Protecting Your Quicken Data |
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341 | (22) |
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Backing Up and Restoring Data Files |
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342 | (7) |
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342 | (3) |
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345 | (1) |
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346 | (1) |
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Restoring Quicken Backups |
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347 | (2) |
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349 | (3) |
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Adding a Password to a File |
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350 | (1) |
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351 | (1) |
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Adding a Password to Transactions |
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352 | (1) |
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Archiving and Compacting a File |
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352 | (4) |
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356 | (7) |
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356 | (3) |
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359 | (1) |
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359 | (1) |
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Validating: Checking and Correcting Your Data File |
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360 | (3) |
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363 | (22) |
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363 | (12) |
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What Quicken Does on Startup |
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364 | (1) |
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Lights, Sound, Keyboard Action! |
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365 | (1) |
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366 | (2) |
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368 | (1) |
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369 | (1) |
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369 | (1) |
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Setting Register Behavior |
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369 | (2) |
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371 | (1) |
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372 | (1) |
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373 | (1) |
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How Quicken Downloads Transactions |
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373 | (1) |
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Report and Graph Settings |
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374 | (1) |
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Settings for Reports Only |
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375 | (1) |
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375 | (10) |
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Customizing the Account Bar |
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376 | (2) |
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Creating New Views for Quicken Home |
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378 | (2) |
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380 | (2) |
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382 | (3) |
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385 | (30) |
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386 | (4) |
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Exporting Data to QIF Files |
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386 | (2) |
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Exporting Report Data: Method 1 |
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388 | (1) |
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Exporting Report Data: Method 2 |
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389 | (1) |
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Copying and Pasting Quicken Data |
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390 | (1) |
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Importing Data into Quicken |
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390 | (7) |
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391 | (6) |
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Appendix A: Keyboard Shortcuts |
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397 | (4) |
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401 | (6) |
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Appendix C: Installing Quicken |
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407 | (8) |
Index |
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415 | |