Learn Quicken 2006 Overview - Setting Up and Adding Investments in Quicken

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With this Learn Quicken^® 2006 tutorial you will learn:

Your CDs will include all three versions!

Lesson One

Lesson Two

Lesson Three

Section 1 - Introduction
Section 2 - Creating a Data File
	What is a data file and why is it needed?
	Upgrading Quicken
	Create a new data file
	Saving a Quicken file
	Using the Quicken Guided Setup
	Setting financial goals using Quicken Guided Setup
	Registering Quicken
	Using Tab instead of Enter key to move between fields
	Entering the starting balance
Section 3 - Using the Quicken Layout
	Title Bar
	Minimize - Maximum/restore - Exit button
	Menu Bar
	Help menu options (Shortcut: F1 for Help menu)
	Toolbar
	Flyover description buttons
	Active Workspace
	Customizing the account column
	Using the Data and Analysis & Reports tabs
	Using the Quicken Financial Centers
	Using the Register and Overview tabs
	Customizing graphs
	Setting the date range
	Workspace menu bar
	Using the How Do I? help feature
	Sorting records in the register
	Setting Register preferences
	QuickFill Features
	Setting notify preferences
Section 4 - Working with the Check Register
	Customize and edit accounts
	Set up balance alerts
	Changing check dates
	Edit the number list box
	Enter check numbers
	Automatic categorization
	AutoSave features
	Reconciled Icon
	Enter a check
	Enter a second check
	Memorized transaction feature
	QuickFill feature
Section 5 - Editing the Category List
	Opening with Category List
	Categories and subcategories defined
	Deleting a categories from list
	Hiding categories from list
	Creating a new category and subcategory
	Using a subcategories in a check
	Using the QuickFill feature
	Autosaving transactions.
Section 6 - Recording Split Transactions
	Explaining split transaction
	Creating a split transaction
	Creating a category from the register
	Using the built-in calculator
	Adding subcategories
	Recording Split Deposit
	Using the My Data tab under the Cash Flow Center
	Setting up alerts through the Cash Flow Center
	Setting alerts as a popup
Section 7 - Creating and Printing Checks
	Using the Write Checks feature
	Adding information to address book
	Using the Checks to Print dialog box
	Print checks from Checks to Print dialog box
	Print checks from menu bar
	Setting check numbers in Checks to Print dialog box
	Removing Checks from Checks to Print Box
	Printing selected checks
	Print first options
	Reprinting checks
Section 8 - Reconcile Your Bank Statement
	Using the reconcile icon
	Entering interest and bank charges
	Entering the ending balance
	Marking cleared checks and deposits
	Finding and correcting errors
	Printing a reconciliation report

Section 1 - Introduction
Section 2 - Setting up a Credit Card Account
	Add a credit or debit account
	Exploring the Overview tab
	Edit account details
	Customize spending graph
	Entering credit card purchases
	Resetting date ranges on graph
	Show calendar features
	Go to Date prompt on calendar
	Add note to calendar
	Change note color
	Record a transfer between accounts
Section 3 - Setting Up a Loan
	Setting up an asset and liability account
	Using the Planning Financial Calculator
	Using the Loan Calculator
	Amortized loan defined
	Closing the Quicken program
Section 4 - Setting up a Loan Payments
	Linking transactions in different accounts
	Re-open Quicken Program
	Setting up a payment
	Scheduling monthly transaction
	Customizing equity graph
	Change date range
	Using the Manage My Loan dialog box
	Adjustable Rate Loans defined
	Recording rate changes
	Recording split from principal and interest
	Setup a payment schedule
	Making payment from the check register
Section 5 - Making Online Payments
	Setting up an existing account for online banking
	Using Online Account Service Setup wizard
	Pin requirements
	Download and Upload defined
	Download transactions
	Getting help with online banking
	Matching downloaded transactions with existing transactions
Section 6 - Setting up Online Payees
	Online bill paying features
	Using Pay Bills Online wizard
	Creating and editing Online Payee list
	Lead time explained
Section 7 - Making Online Payments
	Entering bill specifics from register
	Entering bill specifics from Online Payment dialog box
	Entering bill payment prompt
	Creating recurring online payments
	Using the Paycheck Setup feature
Section 8 - Online Banking
	Connect to online bank
	Using Manage Full List feature
	Transmitting bill payment instructions
	Using the Online Banking Center
	Using the Online Update box
	Reviewing online downloading errors report
	Lightning bolt icon

Section 1 - Introduction
Section 2 - Working with an Investment Account
	Setting up an account for current investments
	Adding investments to a portfolio
	Using the Investment Center
	Setting a starting cash balance
	Using the Ticker Symbol Lookup
	Download historical prices
	Viewing the stock performance graph
	Enter cost basis
	Purchase a stock
	Viewing the asset allocation chart
	Understanding small and large cap stocks
	Editing the transaction account
	Deleting a transaction from the account
	Using the Watch List
Section 3 - Adding a Mutual Fund
	Mutual fund defined
	Add a mutual fund to existing account
	Income event defined
	Adding an income event
	Entering a cash dividend to account
	Reinvesting a dividend
	Dividend Reinvestment Plan (DRIP) defined
Section 4 - Using the Investment Center
	Different views of investment account
	Using the Portfolio View
	Customizing the portfolio view
	Adding and deleting an investment from the watch list
	Viewing and updating the Index list
	Changing dates in the investment graphs
	Reviewing headlines and news on specific stocks
Section 5 - More Investments Tools - Analysis and Reports
	Using the Analysis and Report features
	Using one-step update
	Setting Investment Alerts
	Viewing the Asset Allocation graphs
	Customizing reports
	Saving reports
	Changing target allocations
	Using the Allocation Guide
	Review model portfolios
	Rebalancing portfolio allocations
Section 6 - Exploring the Planning Centers
	Viewing the Planners
	Using the Plan Assumption dialog box
	Adding savings and investments information in life planner
	Calculating retirement dates
	Calculating inflation numbers in planner
	Using the Planned Asset features to make large purchase
	Exploring "what if" scenarios in planner
Section 7 - Using the Tax Center
	Using Quicken for tax planning
	Using the Tax Planner
	Set up Tax alerts
	Using Projected Tax window
	Setting up possible itemized deductions
	Integrating Quicken with TurboTax
	Using online tax services
Section 8 - Report and Graphs
	Using the reports windows
	Customizing reports
	Changing headers on reports
	Changing date ranges on reports
	Creating reports on categories
	Setting up graphs
	Reviewing the report history
	Setting reports and graphs preferences
	Print preview report or graph
	Printing a report or graph


Your CDs will include all three versions!

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