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Quicken 2002 Deluxe for Macintosh : the Official Guide - Maria L. Langer

Quicken 2002 Deluxe for Macintosh

the Official Guide

Paperback

Published: 17th October 2001
Ships: 7 to 10 business days
7 to 10 business days
RRP $60.00
$47.95
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OFF

This guide teaches the practical uses of Quicken for Macintosh software - the chapter topics are organized like the product for easy familiarity. It includes coverage of all the product features, menu items and tools for financial management, and the book walks you through the setup and use of Quicken for balancing your checkbook, tracking your investments online, online banking, and more.

Acknowledgmentsp. xii
Introductionp. xiii
Quicken Setup and Basics
Getting to Know Quickenp. 3
What Is Quicken?p. 4
What Quicken Can Help You Dop. 4
Save Time, Save Money, Get Smarterp. 5
Quicken 2002 Is Built for Mac OS Xp. 5
Getting Startedp. 6
Installing Quickenp. 6
Quicken 2002 Deluxe Componentsp. 7
Launching Quickenp. 8
Personalizing and Registering Quickenp. 8
Preparing a Data Filep. 9
Quitting Quickenp. 13
The Quicken Interfacep. 13
Quicken Controlsp. 14
Windowsp. 17
Dialogsp. 17
Quicken's Onscreen Helpp. 18
Quicken Helpp. 18
User Guidep. 20
Setting Up Accounts and Categoriesp. 23
Before You Beginp. 24
Data Filesp. 24
Accounts and Categoriesp. 24
What You Needp. 25
Accountsp. 25
Types of Accountsp. 25
Displaying the Accounts List Windowp. 26
Setting Up Accountsp. 27
Managing Accountsp. 30
Categoriesp. 31
Types of Categoriesp. 31
Subcategoriesp. 32
Displaying the Categories and Transfers List Windowp. 32
Creating a New Categoryp. 33
Creating a Subcategoryp. 34
Managing Categoriesp. 34
Going Online with Quicken and Quicken.comp. 37
Going Onlinep. 38
Why Go Online?p. 38
Security Featuresp. 40
Getting Connectedp. 41
Setting Up, Testing, and Troubleshooting Your Connectionp. 42
Setting Up an Internet Connectionp. 42
Testing Your Connectionp. 46
Troubleshootingp. 48
Introducing Quicken.comp. 49
An Introduction to Web Surfingp. 50
Working Offlinep. 52
Accessing Quicken on the Webp. 53
Quicken Financial Partnersp. 57
Managing Your Bank and Credit Card Accounts
Recording Bank and Credit Card Transactionsp. 63
Overview of Accounts and Transactionsp. 64
Bank Accountsp. 64
Cash Accountsp. 65
Credit Card Accountsp. 66
Entering Transactionsp. 68
Using Account Registersp. 69
Writing Checksp. 78
Transferring Moneyp. 80
Working with Existing Transactionsp. 81
Searching for Transactionsp. 81
Changing Transactionsp. 84
Printing Checksp. 85
Getting the Right Checksp. 85
Setting Upp. 86
Printing Checksp. 87
Online Banking with Quickenp. 91
Why Do Your Banking Online?p. 92
Benefitsp. 93
Costsp. 95
Securityp. 96
Setting Up Online Financial Servicesp. 96
Applying for Online Financial Servicesp. 96
Enabling Online Account Access and Online Paymentp. 97
Downloading Transactionsp. 103
Opening the Download Transactions Windowp. 103
Downloading Online Account Access Datap. 104
Downloading Web Connect Datap. 106
Comparing Downloaded Transactions to Register Transactionsp. 106
Making Paymentsp. 109
Entering Online Payee Informationp. 109
Entering Payment Instructionsp. 111
Scheduling Repeating Online Paymentsp. 112
Setting Up Online Loan Paymentsp. 113
Sending Payment Instructionsp. 113
Canceling a Paymentp. 115
Exchanging E-mail with Your Financial Institutionp. 116
Opening the E-mail Windowp. 116
Creating an E-mail Messagep. 117
Exchanging E-mail Messagesp. 117
Reading an E-mail Messagep. 118
Transferring Money Between Accountsp. 118
Tracking Your Investments
Investment Tracking Basicsp. 123
Investment Basicsp. 124
Types of Investmentsp. 124
The Importance of Portfolio Managementp. 125
Setting Up Accountsp. 127
Investment Accountsp. 127
Account Setup Optionsp. 128
Setting Up Securitiesp. 129
Working with the Securities List Windowp. 130
Adding a New Securityp. 130
Editing a Securityp. 132
Recording Investment Transactionsp. 133
Before You Startp. 133
Working with an Investment Registerp. 133
Using Investment Actionsp. 134
Entering Advanced Transactionsp. 142
Editing Transactions and Adjusting Balancesp. 145
Viewing Your Investmentsp. 146
The Portfolio Windowp. 146
The Security Detail Windowp. 151
Tracking Security Valuesp. 155
Entering Security Pricesp. 155
Modifying Security Pricesp. 156
Viewing Market Values and Performancep. 156
Using Online Investment Tracking Toolsp. 159
Online Account Accessp. 160
Setting Up Online Account Accessp. 160
Downloading Investment Transactionsp. 161
Comparing Downloaded Transactions to Register Transactionsp. 163
Using Quicken Quotesp. 164
Setting Up Securities for Downloading Quotesp. 165
Getting Historical Pricesp. 169
Web Portfolio Exportp. 170
Exporting Your Portfolio to Quicken.comp. 171
Viewing Your Portfolio and Related Alerts Onlinep. 171
Maximizing Investment Returnsp. 177
Investment Basicsp. 178
Types of Investmentsp. 178
Investment Considerationsp. 180
Getting Startedp. 182
Remember to Diversify!p. 184
Quicken and Quicken.com Resourcesp. 185
Investment Reports and Graphsp. 185
Capital Gains Estimatorp. 187
Research Securityp. 191
Portfolio Analysisp. 194
Security Evaluatorp. 196
The Investing Channelp. 197
Worksheetsp. 198
Managing Your Assets and Debt
Monitoring Assets and Loansp. 205
The Basicsp. 206
Assets and Liabilitiesp. 206
Loansp. 206
Setting Up Asset and Liability Accountsp. 207
Tracking a Loanp. 208
The Loans Windowp. 208
Setting Up a Loanp. 209
Viewing Loan Informationp. 214
Making a Loan Paymentp. 215
Recording Other Asset Transactionsp. 216
Adding and Disposing of Assetsp. 216
Updating Asset Valuesp. 217
Minimizing Home, Car, and Insurance Expensesp. 221
Mortgage and Loan Basicsp. 222
Types of Loansp. 222
Loan Considerationsp. 224
Preparing for a Major Purchasep. 226
Gathering Financial Fitness Informationp. 227
Getting Current Interest Ratesp. 228
Calculating the Cost of a Loanp. 230
Learning What You Can Affordp. 234
Insurance Basicsp. 235
Types of Insurancep. 236
Insurance Terminologyp. 239
Researching Insurance Onlinep. 240
Worksheetsp. 241
Saving Money and Achieving Your Goals
Saving Money at Tax Timep. 253
The Importance of Tax Planningp. 254
Why Plan for Tax Time?p. 254
What You Can Dop. 255
Specifying Tax Information in Accounts and Categoriesp. 257
Why Enter Tax Information?p. 257
Setting Portfolio Accounts as Taxablep. 258
Setting Categories as Tax-Relatedp. 258
Quicken and Quicken.com Tax Toolsp. 260
Quicken Tax Plannerp. 260
Tax Deduction Finderp. 264
Tax Reportsp. 265
Saving Money and Reducing Debtp. 269
Saving Basicsp. 270
Why Save?p. 270
Saving Strategiesp. 272
Types of Savings Accountsp. 272
Quicken and Quicken.com Savings Toolsp. 274
Reducing Your Debtp. 275
Breaking the Patternp. 276
Shopping for Cards with Better Interest Ratesp. 277
Consolidating Your Debtp. 278
Using Charge Cards, Not Credit Cardsp. 278
If You Can't Stop Spending, Get Helpp. 279
Quicken.com's Debt Reduction Plannerp. 279
Living Debt-Freep. 280
Budgeting and Forecastingp. 281
Budgetingp. 281
Forecastingp. 291
Planning for the Futurep. 297
Planning for Retirementp. 298
The Importance of Planningp. 298
Planning Stepsp. 299
Don't Wait! Act Now!p. 300
Retirement Fundsp. 301
Social Securityp. 301
Pension Plansp. 302
Tax-Deferred Savings and Investmentsp. 303
Other Savings and Investmentsp. 305
Using Quicken and Quicken.com Planning Toolsp. 305
Quicken's Planning Calculatorsp. 305
Quicken.com Resourcesp. 307
Working with Quicken Data
Automating Quicken Transactionsp. 313
QuickFill and Memorized Transactionsp. 314
How It Worksp. 314
Working with the QuickFill Transactions Listp. 315
Editing QuickFill Transactionsp. 316
Memorizing Transactionsp. 317
Bills and Scheduled Transactionsp. 317
Entering vs. Scheduling Transactionsp. 318
Using the Scheduled Transactions Listp. 318
Bill Trackingp. 322
Bill Matchingp. 323
Working with the Calendarp. 325
One Step Update and the PIN Vaultp. 328
Using One Step Updatep. 329
The PIN Vaultp. 330
Reconciling Accountsp. 337
The Importance of Reconciling Accountsp. 338
Reconciling an Accountp. 339
Manually Reconciling an Accountp. 339
Automatically Reconciling an Accountp. 342
Identifying Reconciled Itemsp. 345
Insights, Reports, and Graphsp. 347
Quicken Insightsp. 348
Overview of the Insights Windowp. 348
Customizing the Insights Windowp. 351
Reports and Graphsp. 352
Types of Reports and Graphsp. 353
Creating Reports and Graphsp. 354
Customizing Reports and Graphsp. 357
Memorizing Reports and Graphsp. 361
Printing Reports, Graphs, and Quicken Windowsp. 363
Appendices
Managing Quicken Filesp. 369
Creating a Quicken Data Filep. 370
Creating the Filep. 370
Working with Multiple Filesp. 371
Backing Up and Restoring Your Quicken Data Filep. 371
Backing Upp. 372
Restoring from a Backupp. 374
Importing and Exporting Datap. 375
Importing Quicken Datap. 375
Exporting Quicken Datap. 376
Other File Management Tasksp. 377
Copying the Current Data Filep. 377
Deleting a Data Filep. 378
Renaming a Data Filep. 378
Password-Protecting Quicken Datap. 378
Protecting a Data Filep. 378
Protecting Existing Transactionsp. 380
Password Tipsp. 380
Updating Quickenp. 381
Customizing Quickenp. 383
Setting Quicken Preferencesp. 384
Customization Preferencesp. 385
Bills Preferencesp. 390
Internet Preferencesp. 392
Checks Preferencesp. 393
Security Preferencesp. 396
Customizing the Toolbarp. 398
Toggling the Display of Toolbar Elementsp. 399
Modifying Tabsp. 399
Modifying Command Buttonsp. 399
Modifying Account Buttonsp. 400
Restoring all Toolbars to Quicken Defaultsp. 400
Saving Your Changesp. 400
Indexp. 401
Table of Contents provided by Syndetics. All Rights Reserved.

ISBN: 9780072193893
ISBN-10: 0072193891
Series: Ouicken Press
Audience: General
Format: Paperback
Language: English
Number Of Pages: 436
Published: 17th October 2001
Publisher: McGraw-Hill Education - Europe
Country of Publication: US
Dimensions (cm): 19.1 x 23.5  x 2.2
Weight (kg): 0.74