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Quicken 2008 Tutorials
Online Contents For This Course
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Course Description
Quicken 2008 is one of the most popular financial management software programs on the market. Geared toward the home user or small service related business, it gives users the ability to record expenses, track income, create budgets, manage finances and much more. In this VTC course, veteran trainer Lauri Matson, teaches users how to set up accounts, categories, and online services; manage finances including accounts, investments, assets and loans. Learn how to track business income and expenses, bank reconciliations, and other vital bookkeeping tasks. Work Files are included. To get started learning Quicken 2008, simply click on one of the movie links.
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Introduction
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| Quicken Course Objectives | (03:54) | T | |
| When to Use Quicken | (05:11) | T | |
| Choosing a Version | (04:27) | T | |
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Getting Started
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| Installation | (05:18) | T | |
| Creating a File with the Guided Setup | (05:57) | T | |
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Setting up Quicken
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| Getting Around in Quicken | (04:51) | T | |
| The Essentials | (06:59) | T | |
| The Quicken Layout | (05:09) | T | |
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Customizing Your Screen
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| Customizing Your Toolbars | (04:41) | ||
| Understanding Views | (04:25) | ||
| Other Items for Customization | (05:25) | ||
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The Fundamentals of Accounting
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| Understanding the File Structure | (04:13) | ||
| Startup Plan: Follow the Phases | (02:24) | ||
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Accounts
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| Types of Accounts | (04:19) | ||
| Setting Up Your Accounts pt. 1 | (04:32) | ||
| Setting Up Your Accounts pt. 2 | (04:11) | ||
| Editing Your Accounts | (05:18) | ||
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Understanding Transactions
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| Entering Transactions | (05:56) | ||
| Modify & Delete Transactions | (05:57) | ||
| QuickFills & Preferences | (05:38) | ||
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Managing Your Data
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| Finding & Viewing Transactions | (05:32) | ||
| Setting Up Options | (05:18) | ||
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Scheduling Transactions & Tasks
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| Scheduled Transactions | (04:21) | ||
| Creating & Editing Transactions Schedules | (07:04) | ||
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Categories & Lists
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| Understanding Categories & Lists | (06:51) | ||
| Assigning to Transactions | (03:52) | ||
| Modifying & Merging | (04:22) | ||
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Reviewing your Activity
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| Track & Plan Spending | (06:30) | ||
| Keeping Cash Flow Current | (04:32) | ||
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Investing Basics
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| Overview of the Center | (04:35) | ||
| Using the Portfolio | (04:03) | ||
| Adding New Securities | (03:22) | ||
| Entering Data with the Transactions Button | (03:54) | ||
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Banking
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| Writing & Printing Checks | (05:33) | ||
| Credit Cards | (05:58) | ||
| Online Services for Credit Cards | (04:09) | ||
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Working with Credit Cards
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| Managing Transactions | (05:06) | ||
| Payments & Modifications | (04:53) | ||
| Reconciling Credit Card Accounts | (04:55) | ||
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Bank Accounts
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| Transferring Between Accounts | (03:27) | ||
| Tracking Activity Reports | (03:47) | ||
| Reconciling Accounts | (04:43) | ||
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Online Activities
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| Online Advantages | (04:45) | ||
| The Online Center’s Account Access | (04:57) | ||
| Web Entry & Quicken Bill Pay | (04:44) | ||
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Reminders & Schedules
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| Setting Up Alerts | (06:14) | ||
| Deleting & Suspending | (05:12) | ||
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Reports & Graphs
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| Viewing Reports | (04:57) | ||
| Managing Saved Reports | (05:43) | ||
| Graphs / Snapshots / Easy Answers | (05:33) | ||
| Attaching Documentation | (03:30) | ||
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Tax Overview
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| Setting Up Schedules | (04:26) | ||
| Automation | (04:19) | ||
| Synchronizing with Other Tax Programs | (04:05) | ||
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Budgets & Planning
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| An Overview | (04:21) | ||
| Setting a Savings Goal | (04:33) | ||
| Creating Budgets | (05:22) | ||
| Other Features | (03:45) | ||
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Quicken at Home
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| Property & Debt | (05:16) | ||
| Entering Assets & Liabilities | (05:47) | ||
| Your Household Inventory | (04:43) | ||
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More On Investment
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| Securities & Accounts pt. 1 | (04:48) | ||
| Securities & Accounts pt. 2 | (03:36) | ||
| Staying Current – Transactions | (04:22) | ||
| Monitoring Your Portfolio | (06:38) | ||
| Asset Allocation & Rebalancing | (06:27) | ||
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Quicken in Business
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| Overview of Business Features | (04:35) | ||
| Customer Invoices & Income | (03:47) | ||
| Estimates & Direct Deposit | (05:46) | ||
| Expenses & Bill Paying | (04:44) | ||
| Sales Tax & Reports | (04:43) | ||
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The Address Book
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| Setting Up the Address Book | (04:02) | ||
| Importing Data | (04:32) | ||
| Best Practices | (05:05) | ||
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Working With the Internet
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| The Internet Connection | (03:20) | ||
| Internet Security | (05:11) | ||
| Error Recovery | (04:56) | ||
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Foreign Currencies
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| Working with Foreign Currencies | (04:33) | ||
| Updating Rates & Investments | (03:20) | ||
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Protecting Your Data
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| Local & Online Backups | (05:07) | ||
| Making a Copy of Your File | (03:06) | ||
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Shortcut & Tips
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| Keyboard Shortcuts | (02:51) | ||
| Quick Tips | (04:31) | ||
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Getting Support
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| The He|p Menu | (03:47) | ||
| Technical Support | (04:05) | ||
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Conclusion
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| Wrap Up | (03:11) | ||
| About the Author | (02:31) | ||
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Send us FeedbackCourse Information
| Course: | Quicken 2008 |
| Author: | Lauri Matson |
| SKU: | 33913 |
| ISBN: | 1-934743-98-4 |
| Release Date: | 2008-09-19 |
| Duration: | 7 hrs / 87 tutorials |
| Work Files: |
Yes |
| Captions: | Available on CD and Online University |
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