Quicken 2007 On DemandLearn 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. |
Contents
Introduction | |
Using the Express Setup | |
Adding Your Paychecks and Income | |
Reviewing and Completing the Setup | |
Customizing the Toolbar | |
Backing Up Files | |
PasswordProtecting Your files | |
Setting Up Your Internet Connection | |
Keeping Track of Your Home Inventory | |
Keeping Track of Your Emergency Records | |
Setting Up New and Editing Existing Planning Alerts | |
Planning for Retirement | |
Planning for College | |
Reviewing and Analyzing Your Asset Allocations | |
Getting Some Help with Asset Allocation | |
Estimating Capital Gains | |
Adding New Accounts | |
Editing Accounts | |
Deleting Accounts | |
Setting Up Alerts | |
Analyze Your Income and Expense | |
Tracking and Managing Investment Performance | |
Reviewing and Analyzing Investment and Retirement Account | |
Reviewing and Analyzing Your Property and Debt | |
Managing Alerts | |
Using Quicken Bill | |
Ordering and Printing Quicken Checks | |
Setting Up a Budget | |
Getting Out of Debt | |
Viewing Your Entire Portfolio | |
Analyzing Your Portfolio | |
Determining Whether You Need to Rebalance Your Portfolio | |
Viewing Reports | |
Setting Report Preferences | |
Saving and Viewing Saved Reports | |
Setting Up New and Editing Existing Tax Alerts | |
Creating YearEnd Files | |
Assigning and Editing Tax Categories | |
Reviewing and Editing Taxable Income | |
Finding Deductions | |
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Common terms and phrases
account bar account information account register adding addition adjustments alerts Allocation already amount appears applicable assets assign Assumptions automatically balance Bills Bills & Deposits budget button chapter clear click Edit click OK close column complete connection create Customize debt deductions delete determine dropdown menu ensure enter estimated example expenses field finished funds Gains goal graph Home import income interest Internet investment keep Know loan locate manage menu month move option password paycheck payee payment Planner Portfolio Preferences provides Quicken file record remove retirement Review scenarios Scheduled Bills scheduled transactions scroll select the account Setup Show shown specific step Summary task tool track update window