Overview
Main description
The Only Official Guide to the #1 Personal Finance Software
Now you can manage your finances and assets with ease! Quicken 2009: The Official Guide is filled with insider tips and expert techniques for tracking your income, expenses, savings, transactions, investments, and much more.
Fully endorsed by Intuit, makers of Quicken, this official guide helps you save time and money by showing you how to maximize all of the software's powerful capabilities-including new features and little-known tools. You'll also get valuable guidance along with information about online resources to assist you in making smart financial decisions and planning for a secure future.
- Customize Quicken for your preferences
- Track your cash flow
- Set up Online Account Services
- Automate transactions and tasks
- Reconcile checking, savings, and credit card accounts
- Track investments and optimize your portfolio
- Monitor assets and loans
- Manage household records
- Reduce debt, save money, and plan for retirement
- Simplify tax preparation and maximize deductions
- Get help and guidance from the new Sidebar feature
Table of contents
Part One: Quicken Step and Basics
Chapter 1. Getting to Know Quicken
Chapter 2. Using Setup Tab Screens
Chapter 3. Setting Up Accounts, Categories, and Tags
Chapter 4. Going Online with Quicken
Part Two: Banking
Chapter 5. Recording Bank and Credit Card Transactions
Chapter 6. Using Online Banking Features
Chapter 7. Automating Transactions and Tasks
Chapter 8. Reconciling Your Accounts
Chapter 9. Examining Your Banking Activity
Part Three: Investing
Chapter 10. Entering Your Investment Transactions
Chapter 11. Using Transaction Download and Research Tools
Chapter 12. Evaluating Your Position
Part Four: Net Worth
Chapter 13. Monitoring Assets and Loans
Chapter 14. Managing Household Records
Chapter 15. Keeping Tabs on Your Net Worth
Part Five: Planning
Chapter 16. Planning for the Future
Chapter 17. Using Financial Calculations
Chapter 18. Reducing Debt and Saving Money
Part Six: Tax
Chapter 19. Simplifying Tax Preparation
Chapter 20. Planning for Tax Time
Part Seven: Appendixes
Appendix A. Managing Quicken Files
Appendix B. Customizing Quicken
Index
Author comments
Maria Langer is a freelance writer, helicopter pilot, and long-time Quicken user. A former financial analyst with a degree in accounting, she is the bestselling author of the previous editions of this book.
