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Tom Negrino shares his strategies for gaining control of finances, balancing accounts, setting financial goals, and planning for the future in Quicken 2009 for Windows Essential Training. This course covers the features found in the Deluxe, Premier, and Home & Business versions of Quicken. Tom shows not only how to manage personal accounts, but also how to generate invoices and track expenses for small business owners and the self-employed. He demonstrates ways to streamline data entry, write and print checks, pay bills online, create reports and graphs, and set up loans and investments. Tax planning is also discussed in detail. Example files accompany the course.

Course Quicken 2009 for Windows Essential Training Author Tom Negrino SKU ISBN Release Date 2008-10-03 Duration 3.32 hrs / 71 tutorials Work files Yes Price $ 49.95 Retail price $ 99.95 Language Tags Quicken

1. Exploring the Quicken Workspace Touring the basic Quicken window 01:43 Using the Setup tab 01:55 Customizing the toolbars 03:25 Customizing your workspace preferences 03:39 Backing up your financial data 02:04 2. Creating Financial Accounts Understanding accounts, categories, and tags 04:06 Creating a checking or savings account 02:38 Creating a credit card account 01:48 Creating a cash account 01:29 Viewing the account list and editing account information 04:35 3. Setting Up Categories Reviewing the built-in categories 02:58 Adding new categories and subcategories 02:31 Editing and deleting categories 00:57 4. Using the Account Registers Entering checks or deposits 06:00 Splitting transactions 02:56 Entering credit card transactions 01:41 Entering your paycheck 04:38 Tagging your transactions 02:31 Reviewing your financial position with the Cash Flow tab 01:48 Getting register reports 01:23 5. Entering Data Transferring money between accounts 01:22 Editing, deleting, and voiding transactions 01:38 Finding and replacing transactions 02:37 Changing transaction categories 01:24 Scheduling transactions 03:25 Setting up alerts 02:25 6. Writing and Printing Checks Using Quicken Using the Write Checks window 03:52 Getting ready to print 04:11 7. Connecting Quicken to Online Banking and Bill Payment Setting up an account for online banking 09:21 Downloading online transactions with Direct Connect 04:57 Downloading online transactions with Web Connect 07:22 Using One Step Update 01:58 Setting up online bill payment 01:26 Setting up online payees 02:59 Making online payments 03:16 Transferring money between accounts online 02:15 Using the PIN Vault 01:42

9. Using the Calendar and Scheduling Options Using the Bills tab 01:53 Using the Calendar 02:43 Scheduling online updates 01:47 10. Working with Loans Entering and tracking a mortgage 06:55 Entering and tracking a car loan 06:19 11. Setting Up Investment Accounts Adding a brokerage account 04:15 Adding an IRA 02:37 Adding a 401(k) 03:00 12. Managing Investments Creating a watch list 02:18 Updating investment accounts 04:20 Tracking your portfolio's performance 03:11 13. Creating Reports and Graphs Creating reports 06:36 Modifying reports 03:47 Creating charts and graphs 03:32 Modifying charts and graphs 02:27 14. Using Quicken at Tax Time Using the Tax tab 03:12 Using the Tax Planner 05:32 Generating tax reports 01:56 15. Using Quicken for Business Accounts (Quicken Home & Business) Setting up a business account 01:53 Adding customers and vendors 01:55 Creating a customer invoice 05:06 Receiving a customer's payment 01:55 Issuing credits or refunds 01:53 Creating a bill 02:33 Paying a vendor 01:33 Applying credits and receiving refunds 01:32 Creating customized business reports 03:28 Generating business graphs 02:21 Conclusion Goodbye 00:25