What can Quicken do for me?
Getting started with Quicken 2007
- Install Quicken 2007
- Set up Quicken initial financial data using Express setup
- Set up your Home Page
- Set up Investing Center
- Set up Property and Debt center
- Set up Business Center
Managing your Cash Flow Accounts
- Enter and edit using your transactions using Cash Flow Center
- Connect to your Online Banking
- Automate Quicken
o Quickfill preferences
o Memorize Payee list
o Schedule transaction list
o Set up a paycheck
o How to use calendar
o How to use address book
- Reconcile Accounts
- Analyze Cash Flows
Using Quicken Investing Tools
- Investing Center
- Investing Activities
- Manage your investment accounts
- How to download quotes and historical information for analysis
- How to use Snapshot of your investments
- How to use Portfolio Analyzer
Using the Quicken Planner to plan for retirement and major expense
- How to use Quicken Planner
- How to use Retirement Planner
- How to use Debt Reduction Planner
- How to use Financial calculators
- Plan your future with budgeting and forecast
- How to set up saving goals
Keeping tracking of your assets and debts
- Add property and debt accounts
- View and schedule loan payment
- Update value of an asset
- Record Depreciation
- Set up Home Inventory
- Use Emergency Record Organizer
- Set up alerts
- Track your net worth and account balance
Saving time and money on your taxes
- Categorize tax items
- Set up Auditing
- Generate Tax reports
- Get familiar with Online tax tools
- How to use Tax Planner
- How to use Tax Withholding Estimator
- Set up Alerts Center
- How to save money with Deduction Finder
- How to take advantage of using Itemized Deduction Estimator
Managing your business using Quicken Business Center
- Create invoices and make payments
- Create new estimates and project/job lists
- issue refund, credit and financial charge
- View Account, Print Invoices and track mileage
- Use Quicken small business guidance and mini planner
CD-ROM Content: Learn Quicken 2007 CD
Total Training Time: ~ 24 hours
System Requirements:
Windows 98, Me, 2000, XP and Vista
Pentium 133 Mhz or higher
24x CD-ROM driver
128MB RAM
1024 x 768 Monitor resolution