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Rating:  Summary: Explains Quicken in clear, easy-to-follow terms Review: {Pardon my 5-star immodesty. I am the author of this book and Amazon requires me to rate my book when I submit this review.)Financial counselors agree that keeping good, accurate records is the first step toward financial security. In order to make sound financial decisions, you must be conscientious of your spending habits and know how much income you really have. How can you save for a down payment on a house if you don't know how much you are capable of saving? How can you tell if your investments are doing well if you don't track them carefully? This book makes it very, very easy to track your finances with Quicken. After you have read it and started using the techniques described here, you will know what your net worth is, how much you spend in different areas, what your investments (if you have any) are worth, and how much in taxes you will owe next year. You will know how to generate reports and graphs that describe in clear terms what your spending habits are, plan for retirement, compare mortgages and loans, and analyze different types of investments. This book is for people who want to get up to speed with Quicken in a hurry -- people who want to explore Quicken's many excellent features without spending a lot of time doing it. In this book, I don't describe how to use Quicken -- I explain how Quicken serve your and your financial goals. Here are the topics (taken from the table of contents) that are covered in the book: The Big Picture What You See: A Quicken Window What You See: An Account Register Toolbar Table The Basics: Starting Quicken The Basics: Entering a Transaction in a Register The Basics: Moving Around in Account Registers The Basics: Moving from Window to Window The Basics: Backing Up Your Quicken Data The Basics: Opening an Account Register The Basics: Using QuickEntry to Enter Transactions The Basics: Closing Quicken The Basics: Getting the Help You Need What You Can Do: Find Out Where You Spend Your Money What You Can Do: Write and Print Checks Electronically What You Can Do: Instantly Update Your Portfolio on the Internet What You Can Do: Get a Jump-Start on Your Taxes Part I: Introducing Quicken Examining the Tasks You Can Do in Quicken Finding Your Way in Quicken Setting Up a Checking, Savings, or Credit Card Account Part II: Recording Your Financial Activity Creating and Managing Your Categories and Subcategories Entering Transactions in Checking and Savings Account Registers Entering Transactions in Credit Card Registers Finding @md and Fixing @md Lost Transactions Getting Help from the Quicken Calculator Handling a Cash Account Moving Records from One Account or File to Another Printing an Account Register Printing Checks Setting Up and Managing Category Groups Setting Up and Managing Classes Splitting a Transaction between Different Categories Transferring Money Between Accounts Voiding and Deleting Transactions WebEntry: Taking Quicken on the Road Part III: Reconciling a Bank or Other Kind of Account All about Reconciling Balancing a Checking or Savings Account Balancing a Credit Card Account Recognizing and Fixing Reconciliation Problems Part IV: Making Your Time with Quicken More Productive Being Alerted to Financial Events Being Reminded to Do Things Customizing the My Finances Window Deciding What You See When You Start Quicken Deciding Which Accounts to See on the Account List Keeping Track of Addresses in the Financial Address Book Making QuickFill Work Your Way Recording a Paycheck Deposit Automatically Scheduling Transactions So That You Don't Forget to Make Them Part V: Techniques for Measuring Your Financial Success Easy Answers from an EasyAnswer Report or Graph Getting a Ready-Made Report from Quicken Graphing Your Finances Making Your Own Customized Reports Memorizing a Report or Graph So That You Can Use It Later Printing Reports and Graphs Part VI: Quicken for Investors Comparing Investments and Indices Entering Investment Transactions Exploring Quicken.com (and Other Investment Web Sites) Portfolio and Security Detail View for Examining Your Investments Setting Up an Investment Account Setting Up a Security Updating the Market Value of Securities Part VII: Planning Your Financial Future with Quicken Budgeting with Quicken Devising a Plan to Reduce Your Debt Forecasting Your Future Cash Flow Planning for Your Retirement Saving for a Child's College Education Saving Toward a Goal Part VIII: Banking Online with Quicken Applying for and Getting Ready to Use the Services Connecting Quicken to the Internet Getting Accurate, Up-to-Date Account Information One Step Update: Going Online Paying the Bills Online Transferring Money Between Accounts Part IX: Getting the Housekeeping Done Archive Files: Closing Out the Year Creating a New Data File Deleting Accounts Emergency Records Organizer: Keeping Your Vital Information Moving Quicken Data to a New Computer Protecting Your Financial Records with Passwords Renaming, Copying, and Deleting Quicken Files Restoring Data from Backed Up Files Part X: Quicken as a Financial Analysis Tool Calculating the Future Value of an Investment Calculating the Price of a Loan or Mortgage Forecasting Your Future Financial Position Getting Home-Buying Advice Investigating Whether to Refinance a Mortgage Part XI: Getting Tax Help from Quicken Estimating Capital Gains Taxes Finding Ways to Lower Your Tax Bill Qucken.com and Other Tax Resources on the Internet Tagging Tax Categories So That You Can Generate Tax Reports Tax Link Assistant: Assigning Categories to Lines on Income Tax Forms Tax Planner: Estimating How Much in Taxes You Will Owe Visiting Your Tax Center Part XII: Tracking Loans, Liabilities, and Assets Inventorying Your Possessions Keeping Track of Assets Tracking an Amortized Car or Home Loan Tracking a Liability Glossary of Financial Terms
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