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Peachpit Press is a division of Pearson Education

Copyright 2005 by Tom Negrino

Editor: Nancy Davis

Production Editor: Connie Jeung-Mills

Compositor: Owen Wolfson

Indexer: Rebecca Plunkett

Cover design: The Visual Group with Aren Howell

Interior design: Elizabeth Castro

Cover photo credit: Photodisc

Notice of Rights

All rights reserved. No part of this book may be reproduced or transmitted in any form by any means, electronic, mechanical, photocopying, recording, or otherwise , without the prior written permission of the publisher. For information on getting permission for reprints and excerpts, contact

Notice of Liability

The information in this book is distributed on an "As Is" basis, without warranty. While every precaution has been taken in the preparation of the book, neither the author nor Peachpit Press shall have any liability to any person or entity with respect to any loss or damage caused or alleged to be caused directly or indirectly by the instructions contained in this book or by the computer software and hardware products described in it.


Visual QuickProject Guide is a registered trademark of Peachpit Press, a division of Pearson Education. All other trademarks are the property of their respective owners .

Throughout this book, trademarks are used. Rather than put a trademark symbol with every occurrence of a trademarked name , we state that we are using the names in an editorial fashion only and to the benefit of the trademark owner with no intention of infringement of the trademark. No such use, or the use of any trade name, is intended to convey endorsement or other affiliation with this book.

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Printed and bound in the United States of America


To my father, Joe Negrino, who has led his accounting clients through the thorny underbrush of the tax system for half a century.

Special Thanks to...

My superb editor, Nancy Davis.

The book's production editor, Connie Jeung-Mills.

Aruna Harder and Chris Repetto of Intuit, for their help with questions about Quicken 2005 for Windows and Macintosh.

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The Visual QuickProject Guide that you hold in your hands offers a unique way to learn about new technologies. Instead of drowning you in theoretical possibilities and lengthy explanations , this Visual QuickProject Guide uses big, color illustrations coupled with clear, concise step-by-step instructions to show you how to complete one specific project in a matter of hours.

Our project in this book is to gain control of your personal finances using the latest version of the best-selling personal finance program, Quicken. You can use either Quicken 2005 for Windows or Quicken 2005 for Macintosh. These are the latest versions, but if you haven't upgraded yet, don't fret; because Quicken doesn't change too much from year to year, things will look pretty familiar if you have earlier versions.

I'll show you how to use Quicken to handle your paycheck; manage your checkbook ; bank and pay bills online; balance your accounts to the penny every month; manage your credit cards; and handle your investments.