Authors: Bonnie Biafore.
Kindle Edition, 575 pages
Publisher: Pogue Press
Publication Date: 2008-09-17


Reviews :

    Quicken 2009: The Missing Manual picks up where Quicken's help resources leave off. You'll find step-by-step instructions for using Quicken on your Windows PC, including useful features such as budgeting, recording investment transactions, and archiving Quicken data files. You also learn why and when to use specific features, and which ones would be most useful in a given situation....

    Like most people who buy Quicken, you're probably looking for help: with credit card receipts, checking account statements, and retirement plans. You want Quicken to provide an overview of your financial health, while sparing you the time and tedium of balancing your checkbook and tracking every investment by hand. Quicken 2009 can do all that and more, and Quicken 2009: The Missing Manual will show you how.

Tips from Quicken 2009: The Missing Manual

1. Tracking Overdraft Protection and Home Equity Loans If you have overdraft protection for your checking account or you want to track a home equity line of credit (HELOC), Quicken's credit card account type fits the bill. Both of these financial features act like credit card accounts, with credit limits, minimum payments, and interest charged on credit balances. When you set up a credit card account for overdraft protection or a HELOC, fill in the Opening Balance field with zero and the Credit Limit field with the maximum amount of credit you receive from your bank. Then, when you withdraw money, record that transaction in your Quicken credit card account register. (The withdrawal increases the balance you owe.) When you make a deposit, record it as a payment in the credit card register.

Recording the interest you pay on your HELOC is similar to recording interest payments on a credit card. The only difference is that you use a tax-deductible category for interest, like Mortgage Interest Exp:Bank.

2. Moving an Investment Account to a New Brokerage If you decide to move one of your investment accounts to a different brokerage, updating your account in Quicken is easy compared to the real-world process. If you're moving an entire account to a new financial institution, all you have to do in Quicken is change the name and account number of the investment account. The securities stay in the same Quicken account and your transaction history and performance is untouched.

If you set up the original account for online access, the process is slightly different. You first have to accept any downloaded transactions and then deactivate the online services. Then you can edit the account's details to change the name and account number. To set up the Quicken account to work with the new financial institution's online services, simply activate those services using the new institution and account number.

3. Turning Checks into Transfers Sometimes, checks you write act like transfers in Quicken. For example, consider the check you write to pay your credit card bill. In the real world, the credit card company cashes your check and credits your account with the payment. In Quicken, the check transfers money out of your checking account and reduces the balance on your credit card account. (The same goes for a check you deposit into your money market account: it transfers money from your Quicken checking account to your Quicken money market account.) Instead of recording two separate transactions (one in your checking account and one in your credit card or money market account), you can save time by simply recording the check and then converting it into a transfer. Transforming a check into a transfer is easy: When you record the check in Quicken, in the Category field, simply choose the appropriate account--like your credit card or money market account--instead of a category like Groceries or Gas. Easy, huh?

...

Authors: Maria Langer.
Kindle Edition, 518 pages
Publisher: McGraw-Hill
Publication Date: 2008-09-18
Edition: 1

Reviews :

   

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

...

Authors: Stephen L. Nelson CPA MBA MS.
Kindle Edition, 384 pages
Publisher: For Dummies
Publication Date: 2008-12-03
Edition: 1

Reviews :

    If just thinking about financial management gives you a headache, personal finance software is better than aspirin. Quicken is tops, and Quicken 2009 For Dummies is the quickest and easiest way to put it to work.

Here-s the plain-English guide to using the newest update of the nation-s leading personal finance software. A leading CPA shows you how to track your finances day to day, keep your checkbook and pay bills online, and even plan for tax time with Quicken. Learn as much or as little as you need to know - just how to keep your checkbook straight, or even how Quicken helps manage stocks and the business end of rental property.

• Install and set up Quicken 2009, or update data files from a previous version
• Learn to make a budget that-s flexible enough to work for your family or your business
• Keep your checkbook up to date, handle banking transactions online, and use Quicken calculators
• Print Quicken reports to help you track cash flow, identify missing checks, summarize spending, and more
• Set up tax-deferred or brokerage accounts and buy and sell securities
• Track your credit cards and bank accounts as well as mortgages, loans, and other debts
• Use Quicken-s Home & Business or Rental Property Manager versions to keep your business books
• Handle payroll for business or household employees
• Track deductions to make tax preparation easier

With Quicken 2009 For Dummies, you-ll feel like a financial wizard!

...

Authors: Stephen L., CPA, MBA, MS Nelson.
Kindle Edition, 358 pages
Publisher: For Dummies
Publication Date: 2007-10-22


Reviews :

    If you-ve considered using financial software to handle your personal finances, Quicken 2008 just might be the tool you-ve been looking for. Quicken is America-s top-selling personal finance software. It can help you manage the money for both your household and your small business, while Quicken 2008 For Dummies can help you manage Quicken.

With the number of individual bankruptcies at an alarming level, personal financial management needs to be a priority for each of us. You don-t have to be an accounting wizard to handle your personal finances on a PC, especially with the friendly, plain-English explanations in Quicken 2008 For Dummies! Written by a CPA who provides consulting services on accounting and tax planning to small businesses, Quicken 2008 For Dummies shows you how to:

• Install Quicken and run Express Setup
• Handle your checkbook, pay bills, and track your income
• Monitor and assess your investments
• Track loans and credit card activity
• Understand how interest compounds and what it costs when you borrow, as well as how it adds up when you invest
• Create charts and reports to show how you-re doing
• Use Quicken to handle your small business finances
• Prepare payroll and track accounts receivable and payable

Quicken 2008 For Dummies may not make managing your finances exactly fun, but it-s guaranteed to make the job easier.

...

Authors: Bonnie Biafore.
Paperback, 446 pages
Publisher: Pogue Press
Publication Date: 2007-11-15
Edition: 2nd

Reviews :

    Quicken is one of the many convenient ways to keep track of personal finances, but many people are unaware of Quicken's power and end up using only the basic features. And sometimes Quicken seems to raise more questions than it answers: Return of capital from stock? "Net worth"? What are they and why do you need to know about them? Luckily, Quicken 2008: The Missing Manual picks up where Quicken's help resources leave off.

You'll find step-by-step instructions for using Quicken on your Windows PC, including useful features such as budgeting, recording investment transactions, and archiving Quicken data files. You also learn why and when to use specific features, and which ones would be most useful in a given situation. Quicken 2008: The Missing Manual helps you:

• Set up Quicken to take care of your specific needs
• Follow your money from the moment you earn it
• Make deposits, pay for expenses, track the things you own and how much you owe
• Take care of financial tasks online, and quickly reconcile your accounts
• Create and use budgets and track your investments
• Generate reports to prepare your tax returns and evaluate your financial fitness

And a lot more. This book is designed to accommodate readers at every technical level. If you're a first-time Quicken user, special boxes with the title "Up To Speed" provide the introductory information you need to understand the topic at hand. For advanced users, there are similar boxes called "Power Users' Clinic" that offer more technical tips, tricks, and shortcuts for the experienced Quicken fan.

For a topic as important as your personal finances, why trust anything else?...

Authors: Stephen L. Nelson CPA MBA MS.
Paperback, 366 pages
Publisher: For Dummies
Publication Date: 2006-09-14


Reviews :

   

• Stephen Nelson's previous For Dummies guides to Quicken have sold more than 900,000 copies
• Quicken has more than 16 million active users and 75 percent of the personal finance software market
• Shows people how to get their finances under control quickly and easily using Quicken
• Covers online banking and bill paying, tracking credit cards, managing loans, maximizing investments, calculating interest, preparing payroll, setting up accounts, creating reports, and more
• Completely updated to cover the latest features and enhancements in the new version of Quicken
• Published in conjunction with the release of Quicken "X"

...

Authors: Maria Langer.
Paperback, 544 pages
Publisher: McGraw-Hill Osborne Media
Publication Date: 2007-09-18
Edition: 1

Reviews :

    The Only Intuit-Authorized Guide to the #1 Personal Finance Software

Manage your finances and assets quickly and easily using the expert techniques inside Quicken 2008: The Official Guide. Discover how to make the most of all the new and improved features and track your income, expenses, savings, transactions, investments, and more.

Fully endorsed by Intuit, makers of Quicken, this official guide will help you save time and money by showing you how to maximize the software's powerful capabilities--including many that you may not even know about. You'll get valuable insider tips and find out about online resources that will help guide you in making sound 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

 

...

Authors: Maria LANGER.
Kindle Edition, 496 pages
Publisher: McGraw-Hill
Publication Date: 2006-07-08
Edition: 1

Reviews :

   

The only official guide to Quicken--the #1 personal finance software on the market

Fully endorsed and reviewed by Inuit, makers of Quicken, Quicken 2007:The Official Guide offers the time--and money-saving techniques you need to organize and manage your personal finances and master all of the new and improved features of the software.
You will discover proven tips for managing money and investments--including spending, savings, budgets, banking, and more. The book explains how to track income and expenses, automate bill-pay, reconcile checking, savings, and credit card accounts, create reports, simplify filing systems--and even save on taxes.
Financial calculators, capital gains snapshots, investment tracker tools, and online resources are also covered. The chapters closely follow the software to help you find information quickly and easily.

...

Authors: Peter Weverka.
Paperback, 360 pages
Publisher: For Dummies
Publication Date: 2005-09-02


Reviews :

    Do you know where you money goes? Would balancing your budget take an act of Congress? Does your idea of preparing for the future involve lottery tickets?

This friendly guide provides everything you need to know to stay on top of your finances and make the most of your money — both your cash and your Microsoft Money 2006 software program (the Premium, Deluxe, or Standard edition). You’ll find out how to record financial transactions, analyze different investments, determine your net worth, plan for retirement, make informed financial decisions, and more.

With step-by-step, easy-to-understand instructions and lots of screen shots, Microsoft Money 2006 For Dummies shows and tells you how to:

• Set up accounts and record all transactions, including charge card purchases
• Do your banking, categorize your spending and income, reconcile an account, print checks, and more
• Research and track investments
• Create a realistic budget, schedule bill payments, estimate your income tax bill, plan for retirement, and more
• Generate reports and charts that help you understand your spending habits, see where you stand financially, and improve your financial picture
• Track assets, liabilities, loans, and mortgages
• Use online banking services

You can even get really serious and use the Lifetime Planner to map out your hopes and dreams and find out if you’re on the way to achieving them. This book could be the best investment you’ll ever make!...

Authors: Gina Carrillo.
Kindle Edition, 384 pages
Publisher: QUE
Publication Date: 2007-03-20


Reviews :

   

Learn how to make the most of the latest version of one of the most popular personal finance software applications available with Quicken 2007 On Demand. This book uses step-by-step, visual instructions to show you how to get up and running quickly using this latest version of Quicken. You will learn how to utilize the program's many features to take control of and monitor your finances, including investments, credit cards, and savings. You’ll also learn how to record or download transactions, pay bills online, track and forecast financial goals, and prepare tax reports. Managing your finances has never been easier, thanks to Quicken 2007 On Demand.

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