Quicken 2015 The Official Guide

by Sandberg, Bobbi

• ISBN13: 9780071850391
• ISBN10: 0071850392
• Edition: 3rd
• Format: Paperback
• Copyright: 2014-11-28
• Publisher: McGraw-Hill Education

Summary

The Only Official Guide to the #1 Personal Finance Software

Take control of your personal finances using the best practices and time-saving tips in Quicken 2015: The Official Guide! Find out the most effective methods for tracking your income, expenses, savings, transactions, investments, and so much more.

Endorsed by Intuit, makers of Quicken, this practical resource shows you, step by step, how to take full advantage of the software’s powerful features, including the Quicken mobile app. You’ll also get professional advice to help you reduce debt, stay on budget, save money, invest wisely, and plan for a secure financial future.

• Customize Quicken for your preferences
• Track income and expenses
• Automate transactions and tasks
• Record bank and credit card transactions
• Use online banking features
• Reconcile checking, savings, and credit card accounts
• Track investments and optimize your portfolio
• Monitor your assets, loans, and net worth
• Evaluate your financial position
• Reduce debt, save money, and plan for retirement
• Simplify tax preparation and maximize deductions
• Create Quicken reports

Covers U.S. Editions—Quicken Deluxe and Premier

Table of Contents

Introduction

I: Quicken Basics
1: Getting to Know Quicken by Setting up Your Accounts and Categories
2: Going Mobile with Quicken 2014

II: Managing Banking and Credit Card Accounts
3: Recording Bank and Credit Card Transactions
4: Using Quicken Mobile Features
5: Reconciling and Reviewing your Bank and Credit Card Accounts

III: Working with Your Investments
6: Entering your Investments
7: Tracking Investments Online
8: Evaluating your Investments

IV: Understanding Your Financial Position
9: Monitoring Assets and Loans
10: Determining Your Net Worth

V: Designing Your Financial Future
11: Calculating your Financial Future
12: Saving by Reducing Debt
13: Minimizing Your Taxes with Quicken
14: Creating Reports and Graphs

VI: Appendixes
A: Managing Quicken Files
B: Customizing Quicken