Quicken 2006 for Starters: The Missing Manual

The Missing Credits Introduction Personal Finance and Quicken What Quicken Does What Quicken Doesn't Do Quicken and Accounting Choosing the Right Quicken Edition What's New in Quicken 2006 About This Book About the Outline The Very Basics About MissingManuals.com Chapter 1. Setting Up Your Quicken Environment Launching Quicken Setting Up Your Quicken Data File I Am New to Quicken I Am Already a Quicken User Opening a Quicken File The Quicken Guided Setup What You Need for Setup Tell Quicken about Yourself Set Your Goals Add Accounts Finishing Up the Guided Setup A Quick Guide to Quicken Preferences Startup Setup Calendar and Currency Backup Investment Transactions Register QuickFill Notify Write Checks Downloaded Transactions Reminders Reports and Graphs Reports Only Chapter 2. Accounts and Categories How Accounts and Categories Work Types of Accounts Cash Flow Accounts Investing Accounts Property & Debt Accounts Creating Cash Flow Accounts Creating a Banking Account: Step by Step Editing Account Information Hiding Closed Accounts Categories The Category List Window Customizing Categories Removing Categories Adding Quicken Categories Creating Categories Modifying Categories Chapter 3. Backing Up Your Financial Information Backing Up Data Files Manual Backups Backup Reminders Automatic Backups Restoring Quicken Backups Chapter 4. Banking, Credit Cards, and Cash Transaction Basics Getting to the Register Navigating a Transaction Quicken's Quicker with QuickFill Recording Checks Recording a Check in the Register Recording Printed Checks Printing Checks Recording Deposits Paying with a Credit Card How to Track Credit Card Charges Recording Credit Card Transactions Paying with Cash Cash Tracking for Photographic Memories When Your Memory Is Like a Sieve Splitting Transactions Adding Multiple Categories to a Transaction Editing Splits Handling Remaining Amounts Transferring Money Between Accounts Recording a Transfer Between Accounts Seeing the Other Side of a Transfer Transfers Masquerading as Checks Editing Transactions Editing a Field in a Transaction Recategorizing Transactions Voiding Transactions Searching for Transactions Finding Recent Transactions with One Click Finding All Transactions Finding Transactions Finding and Replacing Values The Transaction Edit Menu Managing Memorized Payees Removing Payees from the Memorized Payee List Locking a Memorized Payee Scheduling Transactions Setting Up a Scheduled Transaction Paying and Skipping Scheduled Transactions Automating Your Paycheck in Quicken Basic Paycheck Fields Setting Up Paycheck Details Entering a Paycheck Transaction Managing Your Paychecks Chapter 5. Property and Debt Understanding Property & Debt in Quicken Setting Up Asset and Liability Accounts Types of Accounts Creating an Asset Account Creating a Liability Account Setting Up a Loan Creating a Loan Setting Up a Loan Payment Linking an Asset and a Loan Making a Loan Payment Making a Regular Payment Paying Ahead of Time Making an Extra Payment Editing a Loan Changing Loan Details Changing Payment Details Adjusting the Interest Rate Refinancing a Loan Chapter 6. Online Banking What Quicken Can Do Online Connecting Quicken to the Internet Setting Up an Account for Online Services Finding a Participating Institution Applying for Online Services Activating Online Services for Your Quicken Account Updating All Accounts with One Step Downloading Transactions Downloading Transactions via a Direct Connection Downloading Statements with Web Connect Reviewing and Incorporating Downloaded Transactions Accepting Transactions When Quicken Doesn't Match Transactions Correctly Matching Transactions When Quicken Can't Completing the Incorporation of Downloaded Transactions Renaming Payees Setting Up Online Payees Paying Bills Online Setting Up Online Bill Payments Sending Online Payments Setting Up a Repeating Online Payment Setting Up Online Transfers Canceling an Online Payment Chapter 7. Reconciling Accounts Your First Reconciliation Preparing for a Reconciliation Starting to Reconcile Reconciling Transactions Modifying Transactions During Reconciliation Stopping and Restarting a Reconciliation When Your Records Don't Agree with Your Bank's Chapter 8. Budgeting Ways to Build Budgets Creating a Budget Automatically Copying the Current Budget Creating a Budget Manually Filling In Budget Values Average Budget Values Detailed Budget Values Making a Budget Current Choosing Budget Categories Adding Income and Expense Categories Setting Up Transfers in a Budget Saving or Restoring a Budget Comparing Your Performance to Your Budget Chapter 9. Investments and Planning Why Track Investments in Quicken? Choosing the Right Type of Account Creating an Investment Account Creating a 401(k) or 403(b) Account Creating a Brokerage Account Creating an IRA Account Setting Up a Security The Security List The Security Detail View Adding a Security Editing a Security Categorizing Investments Recording Investment Transactions Purchasing a Security Selling a Security Recording and Reinvesting Income Recording a Stock Split Placeholder Entries Enter Missing Transaction Estimate Average Cost Evaluating Your Portfolio The Portfolio View Performance and Analysis Evaluating Asset Allocation Capital Gains Estimator Portfolio Analyzer A Quick Tour of Quicken Planning Tools Quicken Planning Wizards Planning Resources Financial Calculators Chapter 10. Reports and Graphs Running Reports Finding and Customizing Reports Generating a Report or Graph Managing Reports A Quick Guide to Quicken Reports Banking Spending Comparison Investing Tax Net Worth & Balances A Review of Report Preferences Reports and Graphs Preferences Reports Only Printing Reports and Graphs Printing a Report Saving a Report as a PDF File Saving a Report to a File Customizing Reports Date Ranges Subtotals Adding and Removing Columns in Reports Customizing Other Report Content Sorting Reports Saving a Report Appendix A. Keyboard Shortcuts Task Shortcuts Working with Transactions Dates Moving Around in Quicken Windows Appendix B. Quicken Help Quicken Help Task-Specific Quicken Help Quicken Product and Customer Support The Quicken Forums Other Quicken Resources Appendix C: Installing Quicken Appendix D: Exporting and Importing Data Appendix E: Maintaining Your Quicken Data File Appendix F: Second Helpings Index