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E-grāmata: Quicken 2008: The Missing Manual: The Missing Manual

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  • Formāts: 446 pages
  • Sērija : Missing Manuals
  • Izdošanas datums: 15-Nov-2007
  • Izdevniecība: O'Reilly Media
  • Valoda: eng
  • ISBN-13: 9780596519261
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  • Formāts: 446 pages
  • Sērija : Missing Manuals
  • Izdošanas datums: 15-Nov-2007
  • Izdevniecība: O'Reilly Media
  • Valoda: eng
  • ISBN-13: 9780596519261
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Quicken is one of the many convenient ways to keep track of personal finances, but many people are unaware of Quicken's power and end up using only the basic features. And sometimes Quicken seems to raise more questions than it answers: Return of capital from stock? "Net worth"? What are they and why do you need to know about them? Luckily, "Quicken 2008: The Missing Manual" picks up where Quicken's help resources leave off. You'll find step-by-step instructions for using the most useful Quicken features, including those you may not have quite understood, let alone mastered, such as budgeting, recording investment transactions, archiving Quicken data files, and so on. You also learn why and when to use specific features, and which ones would be most useful in your situation." Quicken 2008: The Missing Manual" helps you: set up Quicken to take care of your specific needs; follow your money from the moment you earn it; make deposits, pay for expenses, track the things you own and how much you owe; take care of financial tasks online, and quickly reconcile your accounts; create and use budgets and track your investments; generate reports to prepare your tax returns and evaluate your financial fitness; and a lot more. This book is designed to accommodate readers at every technical level. If you're a first-time Quicken user, special boxes with the title "Up To Speed" provide the introductory information you need to understand the topic at hand. For advanced users, there are similar boxes called "Power Users' Clinic" that offer more technical tips, tricks, and shortcuts for the experienced Quicken fan. For a topic as important as your personal finances, why trust anything else?
The Missing Credits xiii
Introduction 1(14)
Part One: Getting Started
Setting Up Quicken
15(14)
Launching Quicken
15(1)
Setting Up Your Data File
16(3)
If You're New to Quicken
17(2)
If You're a Quicken Veteran
19(1)
Using Express Setup
19(9)
Telling Quicken About Yourself
22(1)
Setting Up a Checking Account
22(3)
Setting Up Your Paycheck and Other Deposits
25(1)
Setting Up Credit Card Payments and Bills
26(2)
Opening a Quicken File
28(1)
Taking Quicken for a Test Drive
29(12)
Recording Payments and Deposits
29(5)
Recording a Payment
30(3)
Recording a Deposit
33(1)
Downloading Transactions
34(1)
Reviewing Your Finances
34(7)
What's Coming Up?
35(1)
Seeing How Much You Earn and Spend
35(6)
Setting Up Accounts
41(16)
How Accounts and Categories Work Together
42(1)
Choosing Which Account Type to Use
42(5)
Cash Flow Accounts
43(2)
Investing Accounts
45(2)
Property & Debt Accounts
47(1)
Creating Bank Accounts
47(6)
Creating a Banking Account: Step by Step
50(3)
Editing Account Information
53(1)
Closing Accounts
54(3)
Categories and Tags: Tracking Transactions
57(16)
Understanding Categories and Tags
58(4)
Organizing ``Vertically'' with Categories
58(2)
Organizing Flexibly with Tags
60(2)
Adding New Categories
62(3)
Turning On Quicken's Built-in Categories
63(1)
Creating a New Category
64(1)
Editing Categories
65(1)
Removing Categories
66(2)
Organizing Categories
68(1)
Setting Up Tags
68(5)
Creating a Tag
68(1)
Editing a Tag
69(1)
Hiding and Deleting Tags
69(4)
Part Two: Getting Down to Business
Recording Banking Transactions
73(30)
Transaction Basics
73(2)
Getting to the Register
73(1)
Entering Transactions
74(1)
Navigating Between Transactions
75(1)
Recording Checks
75(13)
Recording Handwritten Checks in the Register
75(5)
Recording Checks You Want Quicken to Print
80(3)
Printing Checks
83(5)
Recording Deposits
88(1)
Recording Credit Card Charges
89(3)
Tracking Credit Card Charges
89(1)
Entering Credit Card Transactions
90(2)
Recording Cash Transactions
92(2)
If Your Memory Is Like a Sieve
92(1)
Creating a Pocket Money Account
92(1)
Cash Tracking for Photographic Memories
93(1)
Editing Transaction Fields
94(1)
Reminders, Notes, and Attachments
94(5)
Attaching Reminders and Notes
95(1)
Working with Attached Images
96(3)
Tagging Transactions
99(4)
Assigning Tags to Transactions
100(1)
Changing Applied Tags
101(1)
Reviewing Tag Results
101(2)
Quicken and the Web: Online Banking
103(38)
What Quicken Can Do Online
104(2)
Connecting Quicken to the Internet
106(1)
Setting Up an Account for Online Services
107(6)
Finding Participating Institutions
109(2)
Applying for Online Services
111(1)
Activating Online Services
112(1)
Downloading Transactions
113(7)
Downloading Transactions Directly
114(1)
Downloading Statements with Web Connect
115(1)
Reviewing and Incorporating Downloaded Transactions
116(1)
Accepting Transactions
117(1)
When Quicken Doesn't Match Transactions Correctly
118(2)
Updating All Accounts: One Step Update
120(5)
Setting Up One Step Update
121(1)
Running One Step Update
122(1)
Storing Passwords
123(2)
Renaming Payees
125(3)
Managing Renaming Rules
126(2)
Paying Bills Online
128(11)
Setting Up Online Payees
128(2)
Creating the Payment Request
130(1)
Sending Payments
131(1)
Setting Up Repeating Online Payments
132(3)
Canceling Payments
135(2)
Letting Payees Come and Get Their Payments
137(1)
Paying an Occasional Bill Online
138(1)
Coordinating Bill Payment with Quicken
138(1)
Setting Up Online Transfers
139(2)
Transaction Timesavers
141(42)
Transferring Money Between Accounts
141(3)
Recording a Transfer Between Accounts
142(2)
Turning Checks into Transfers
144(1)
Voiding Transactions
144(2)
Splitting Transactions
146(4)
Editing Splits
148(1)
Handling Remaining Amounts
149(1)
Searching for Transactions
150(7)
Finding Recent Transactions with One Click
150(1)
Finding All Matching Transactions
151(1)
Finding Specific Transactions
152(3)
Finding and Replacing Values
155(2)
The Transaction Edit Menu
157(4)
Scheduling Transactions
161(5)
Setting Up a Scheduled Transaction
161(5)
Paying and Skipping Scheduled Transactions
166(1)
Editing and Deleting Scheduled Transactions
166(1)
Automatically Recording Paycheck Deposits
166(8)
Getting Started with Paycheck Setup
166(2)
Setting Up Paycheck Details
168(4)
Paycheck Tracking Made Easy
172(1)
Managing Paychecks
173(1)
Recording a Paycheck
174(1)
Recategorizing Transactions
174(3)
Managing Memorized Payees
177(6)
Adding Memorized Payees Manually
178(1)
Removing Payees from the Memorized Payee List
179(2)
Editing Memorized Payees
181(1)
Locking Memorized Payees
181(2)
Reconciling: Making Sure Quicken and Your Bank Agree
183(14)
Prep Time: Reviewing Your Account
184(1)
First Steps: Telling Quicken What to Compare
185(2)
Reconciliation: The Actual Review
187(1)
Modifying Transactions During Reconciliation
188(2)
Stopping and Restarting a Reconciliation
190(1)
When Your Records Don't Agree with Your Bank's
190(2)
Reconciling Automatically
192(5)
Part Three: Tuning Your Financial Engine
Tracking Property and Debt
197(32)
Property and Debt: An Introduction
197(2)
Setting up Asset and Liability Accounts
199(18)
Types of Asset and Liability Accounts
199(1)
Creating an Asset Account
200(4)
Setting Up Loan and Liability Accounts
204(6)
Setting Up a Loan Payment
210(4)
Linking an Asset and a Loan
214(3)
Making a Loan Payment
217(3)
Making a Regular Payment
218(1)
Making an Extra Payment
218(2)
Editing a Loan
220(3)
Changing Loan Details
221(1)
Changing Payment Details
221(1)
Adjusting a Loan's Interest Rate
222(1)
Refinancing a Loan
223(1)
Changing the Value of an Asset
224(3)
Changing Market Value
224(2)
Depreciation
226(1)
Improvements
226(1)
Acquiring and Disposing of Assets
227(2)
Monitoring Spending and Saving
229(34)
Creating a Budget in Quicken
230(6)
Creating a Budget Automatically
232(3)
Copying the Current Budget
235(1)
Creating a Budget Manually
236(1)
Filling In Budget Values
236(7)
Average Budget Values
238(3)
Detailed Budget Values
241(2)
Making a Budget Current
243(1)
Saving or Restoring a Budget
244(1)
Choosing Budget Categories
244(4)
Choosing Income and Expense Categories
244(2)
Choosing Accounts for Transfers to Savings
246(2)
Comparing Your Performance to Your Budget
248(3)
Using a Savings Plan
251(5)
Setting Up a Savings Plan
253(1)
Managing Spending with a Savings Plan
254(2)
Watching Cash Flow
256(7)
Viewing Monthly Cash Flow
257(3)
Forecasting Cash Flow
260(3)
Investments and Planning
263(52)
Quicken Investment Tracking: Details or Overview?
264(1)
Choosing the Right Type of Account
265(2)
Creating an Investment Account
267(4)
Creating a 401 (k) or 403(b) Account
267(2)
Creating a Brokerage Account
269(1)
Creating an IRA Account
270(1)
Setting Up and Tracking Securities
271(12)
Adding Securities
272(3)
Working with Securities
275(2)
Editing a Security
277(3)
Categorizing Investments
280(3)
Recording Investment Transactions
283(11)
Buying a Security
284(3)
Selling a Security
287(3)
Recording and Reinvesting Income
290(2)
Recording a Stock Split
292(1)
Recording Other Investment Transactions
292(2)
Downloading Investment Transactions
294(8)
The Download Process
295(2)
Dealing with Placeholders
297(5)
Resolving Duplicate Transactions
302(1)
Adjusting an Investment Account Balance
302(3)
Updating an Account's Cash Balance
303(1)
Updating an Account's Share Balance
303(1)
Updating 401 (k) Holdings
304(1)
Evaluating Your Portfolio
305(5)
Using the Portfolio Page
307(1)
Estimating Capital Gains
308(1)
Portfolio Analyzer
309(1)
A Tour of Quicken's Planning Tools
310(5)
Planning Wizards
310(2)
Financial Calculators
312(3)
Creating Reports and Graphs
315(26)
A Guide to Quicken's Reports
315(9)
Banking Reports
316(2)
Spending
318(2)
Comparison
320(1)
Investing
320(2)
Tax
322(2)
Net Worth & Balances
324(1)
Running Reports
324(1)
Generating Reports and Graphs
325(1)
Printing Reports and Graphs
325(3)
Printing a Report
326(1)
Creating Print-Ready PDF Files
327(1)
Customizing Reports
328(8)
Date Ranges
330(1)
Subtotals
331(2)
Adding and Removing Columns
333(1)
Customizing Other Report Content
333(2)
Sorting Reports
335(1)
Saving and Reusing Reports
336(5)
Managing Customized Reports
337(4)
Part Four: Quicken Power Tools
Backing Up and Protecting Your Quicken Data
341(22)
Backing Up and Restoring Data Files
342(7)
Manual Backups
342(3)
Backup Reminders
345(1)
Automatic Backups
346(1)
Restoring Quicken Backups
347(2)
Password Protection
349(3)
Adding a Password to a File
350(1)
Changing a File Password
351(1)
Adding a Password to Transactions
352(1)
Archiving and Compacting a File
352(4)
Quicken File Maintenance
356(7)
Copying a File
356(3)
Creating a New Data File
359(1)
Renaming a File
359(1)
Validating: Checking and Correcting Your Data File
360(3)
Customizing Quicken
363(22)
Setting Preferences
363(12)
What Quicken Does on Startup
364(1)
Lights, Sound, Keyboard Action!
365(1)
Time and Money
366(2)
Backup Settings
368(1)
Alerts
369(1)
Investment Transactions
369(1)
Setting Register Behavior
369(2)
Adjusting QuickFill
371(1)
Getting Notifications
372(1)
Write Check Settings
373(1)
How Quicken Downloads Transactions
373(1)
Report and Graph Settings
374(1)
Settings for Reports Only
375(1)
Customizing What You See
375(10)
Customizing the Account Bar
376(2)
Creating New Views for Quicken Home
378(2)
Customizing the Icon Bar
380(2)
Customizing the Register
382(3)
Exporting and Importing
385(30)
Exporting Quicken Data
386(4)
Exporting Data to QIF Files
386(2)
Exporting Report Data: Method 1
388(1)
Exporting Report Data: Method 2
389(1)
Copying and Pasting Quicken Data
390(1)
Importing Data into Quicken
390(7)
Importing QIF Files
391(6)
Part Five: Appendixes
Appendix A: Keyboard Shortcuts
397(4)
Appendix B: Quicken Help
401(6)
Appendix C: Installing Quicken
407(8)
Index 415


After spending 10 years as a project manager and tech writer for Electronic Data Systems, McDonnell Douglas, and others, Bonnie Biafore became a full-time financial-software writer in 1997. She's a columnist for both Quicken.com and Better Investing magazine and the author of Quick Books 2005: The Missing Manual, Quicken 2006 for Starters: The Missing Manual, and The Complete Idiot's Guide to Online Personal Finance.