This book provides concise step-by-step instructions that show you how to accomplish a task. Each set of instructions includes illustrations that directly correspond to the easy-to-follow steps. Also included in the text are timesavers, checklists, and sidebars to help you work more efficiently or to provide you with more in-depth information. A "Did You Know?" feature provides tips and techniques to help you work smarter, and a "See Also" feature directs you to other parts of the book containing related information about the task.
Organization of the Book
Quicken 2007 On Demand is arranged in chapters that correspond with various features of the program. Although every chapter might not apply to your financial situation, there's ample information about the Quicken program throughout the book, along with cross-references to other areas of the book, so after you find the answer to one question, you will likely be led to related information.
By chapter, these are the topics covered in this book:
Chapter 1, "Setting Up Quicken"This chapter provides step-by-step instructions on installing Quicken 2007 or upgrading to version 2007 from a previous version. In addition, you will find tips on what information you need on hand before installing or upgrading the software, how to set up your personal information, and your banking, paycheck, and bill information. If you have a financial file that you want to import from another financial management software, there is information how to pull that information into Quicken as well.
Chapter 2, "Learning Quicken Basics"This chapter provides an overview of basic Quicken functionality; for example, customizing the toolbar to include the buttons that you want to use, and creating, backing up, restoring, and importing Quicken files. You'll also learn how to use reminders for your bills and transactions, password-protect your financial files, set up remote access to your accounts, and set your Internet connection.
Chapter 3, "Using Quicken Home Page Features"Starting at home base, you'll learn to use the different features that the Quicken Home page offers; for example, the account bar, activity centers, online updates, and more. All of these features help save you time in moving around the program and finding the information you need quickly.
Chapter 4, "Managing Your Accounts"Using this chapter, you will learn how to create new accounts, edit your existing accounts, and delete accounts.
Chapter 5, "Getting the Big Picture a Snapshot at a Time"In this chapter, you will learn how to analyze and track your financial information for all your accounts using the account centers. You will analyze your cash flow, investment and retirement performance, and your property and debt. In addition, you will learn how to set up reminders when you need to take action on your transactions.
Chapter 6, "Managing Your Bills and Transactions"This chapter shows you how to keep all of your bills and transactions for all of your accounts up-to-date. You will learn how to track your bills, download transactions into your account registers, enter transactions manually into your account registers, balance your accounts, and manage all your transactions using alerts. In addition, you will learn how to attach documents to and flag transactions for follow-up, perform searches, and transfer funds.
Chapter 7, "Paying the Bills"In this chapter, you will learn how to set up and use Quicken's online bill payment service. In addition, you will learn how to order and print Quicken checks.
Chapter 8, "Managing Your Property and Debt"For this chapter, you will learn how to manage your debt by setting up and using a budget and creating a debt reduction plan. You will also learn how to take inventory of your home and personal property and keep track of your emergency records.
Chapter 9, "Planning for the Future"Looking to the future, this chapter will help you determine your financial needs for retirement, plan for college, and figure out how much you can afford to pay for a house. You will also learn how to set savings goals for yourself so that your financial situation is worry free.
Chapter 10, "Analyzing Your Asset Allocations and Portfolio"This chapter provides instruction on using some of Quicken's tools that help you with analyzing your portfolio and asset allocation. You will be able to determine if you have your assets allocated appropriately, analyze potential capital gains and losses, and learn to rebalance your portfolio.
Chapter 11, "Working with Reports"Reports, reports, and more reports. There are endless possibilities for the reports that you can create in Quicken. You will learn how to pull out of Quicken the information you need to analyze your finances from just about any angle. You also learn the basics of using reports; for example, how to view, customize, export, and save.
Chapter 12, "Managing Your Tax Information"There are some features in Quicken that can help you out at tax time. This chapter shows you what those features are, how to find deductions, estimate withholdings, and find reliable tax resources.