Why & How To Use Quicken 2005 is a new way to learn software. This approach can be useful to both new and experienced users of Quicken. You can use this book to quickly find information about specific Quicken features, or you can easily read the book cover to cover to get an understanding of how all of Quicken's features work together to give you the results you want.
The first section shows you all of Quicken’s most powerful features, so you’re prepared to take full advantage of Quicken right away. The next section shows you how to use Quicken with an easy to follow, workflow based approach. The third section offers several appendixes covering advanced topics so you can focus on the information you want and ignore the information you don’t want.
This book is based on Quicken for Windows.
OVERVIEW
Imagine how you could manage your finances using Quicken…
On one screen you see all your accounts balances, and you can click on any account to see historical and upcoming deposits and charges. With one mouse click you can see your balance sheet, or a graph of your net worth, or how much you’ve spent this month or year and where you’ve spent it.
With another mouse click, you can see all your investments on one screen, from your 401k plan to all your brokerage accounts, and you can click on any of them to get complete detail. You can see a report that shows your net return on your investments, taking into account what you bought and sold, and when, and all your expenses.
Quicken can help you save for a down payment on a house or other short term goals, and you can use Quicken to pay your bills electronically. Quicken can give you an estimate of the amount of income taxes you will owe or the refund you will receive for the current year, and detailed tax schedule information.
Best of all, this takes less time than you now spend managing your finances, because so much of your bill payment and transaction entry is automated.
Synopsis
Part One, WHY USE QUICKEN, shows you all of Quicken’s most powerful features, many of which might be new even to experienced Quicken users. This prepares you to take full advantage of Quicken's power. Part Two, HOW TO USE QUICKEN, shows you how to use Quicken with an intuitive, workflow based approach - how to set up your Quicken files, accounts, and so forth; then, how to input transactions, and finally, how to get information back in the form of reports and graphs. Part Three, APPENDIXES, covers several advanced topics that are important to some readers and not to others.
About the Author
Dennis L. Canfield, Certified Financial Planner, has been helping individuals with their personal finances since 1988, and using Quicken for his own personal and business finances since the early 1990s. He is a graduate of the Kellogg Graduate School of Management at Northwestern University and the College of Commerce of the University of Illinois at Urbana, Illinois