Show Me Quicken 2006

Table of Contents

Introduction.

1. Setting Up Quicken.

• Installing Quicken.
• Registering Quicken.
• Using Quicken Guided Setup.
• Entering Your Personal Information.
• Setting Your Financial Goals.
• Setting Up Your Bank Accounts.
• Setting Up Your Investments.
• Setting Up Property and Debt Accounts.
• Setting Up Your Paychecks.
• Setting Up Your Bills.
• Reviewing and Completing the Setup.
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2. Learning Quicken Basics.

• Customizing the Toolbar.
• Creating New Quicken Files.
• Backing Up Files.
• Importing and Exporting Files.
• Password-Protecting Your Files.
• Setting Quicken Preferences.
• Setting Up Remote Access to Your Accounts.
• Setting Up Your Internet Connection.
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3. Using Quicken Home Page Features.

• Using the Account Bar and Activity Centers.
• Getting the Big Picture.
• Selecting Accounts to Include in Your Net Worth.
• Using Alerts.
• Using Bills and Scheduled Transactions.
• Taking the Next Steps with Your Financial Goals.
• Using Online Updates.
• Using Tips and Services.
• Creating Links to Your Favorite Financial Websites.
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4. Managing Your Spending and Savings Accounts.

• Setting Up New or Editing Existing Cash Flow Alerts.
• Updating Spending and Savings Account Balances.
• Reviewing, Adding, Editing, and Deleting Spending and Savings Accounts.
• Adding, Editing, and Deleting Spending and Savings Account Transactions.
• Searching for Spending and Savings Transactions.
• Transferring Funds Between Spending and Savings Accounts.
• Adding Scheduled Spending and Savings Transactions to Your Register.
• Managing All Your Scheduled Transactions.
• Viewing Spending and Savings Account Overviews.
• Balancing Your Spending and Savings Accounts.
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5. Managing Your Credit Card Accounts.

• Setting Up New and Editing Existing Cash Flow Alerts.
• Updating Credit Card Account Balances and Transactions.
• Reviewing, Adding, Editing, and Deleting Credit Card Accounts.
• Adding, Editing, and Deleting Credit Card Account Transactions.
• Searching for Credit Card Transactions.
• Adding Scheduled Credit Card Transactions to Your Register.
• Managing All Your Scheduled Transactions.
• Viewing Credit Card Account Overviews.
• Balancing Your Credit Card Accounts.
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6. Managing Your Bills.

• Setting Up New and Editing Existing Bill and Scheduled Transaction Alerts.
• Reviewing Your Bills and Scheduled Transactions.
• Adding, Editing, and Skipping Bills and Scheduled Transactions.
• Managing All Your Scheduled Transactions.
• Adding New Scheduled Transactions.
• Adding and Editing Paychecks.
• Viewing and Analyzing Income and Expenses.
• Using Quicken Bill Pay.
• Ordering and Printing Quicken Checks.
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7. Managing Your Investments and Retirement Information.

• Setting Up New and Editing Existing Investment Alerts.
• Updating Investment and Security Quotes and Transactions.
• Reviewing, Adding, Editing, and Deleting Investment Accounts.
• Tracking Investment Performances.
• Reviewing Investment and Retirement Account Summaries.
• Adding, Editing, and Deleting Investment and Retirement Transactions.
• Adding, Editing, and Deleting Scheduled Investment and Retirement Transactions.
• Managing All Your Scheduled Transactions.
• Reviewing Investment and Retirement Performance.
• Balancing Your Investment and Retirement Accounts.
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8. Analyzing Your Asset Allocations and Portfolio.

• Reviewing and Analyzing Your Asset Allocations.
• Getting Some Help with Asset Allocation.
• Estimating Capital Gains.
• Viewing Your Entire Portfolio.
• Analyzing Your Portfolio.
• Determining Whether You Need to Rebalance Your Portfolio.
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9. Managing Your Property and Debt.

• Setting Up New and Editing Existing Property and Debt Alerts.
• Reviewing, Adding, Editing, and Deleting Property and Debt Accounts.
• Updating Property and Debt Account Balances.
• Adding, Editing, and Deleting Property and Debt Transactions.
• Searching for Property and Debt Transactions.
• Transferring Funds Between Property and Debt Accounts.
• Viewing, Adding, Editing, and Deleting Scheduled Property and Debt Transactions.
• Managing All Your Scheduled Transactions.
• Viewing Property and Debt Account Overviews.
• Balancing Your Property and Debt Accounts.
• Reviewing and Adding Loans.
• Viewing Auto Expenses.
• Keeping Track of Your Home Inventory.
• Keeping Track of Your Emergency Records.
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10. Planning for the Future.

• Setting Up New and Editing Existing Planning Alerts.
• Setting Up and Changing Your Planner Assumptions.
• Planning for Retirement.
• Planning for College.
• Planning to Purchase a Home.
• Getting Out of Debt.
• Planning for a Special Purchase.
• Setting Up a Budget.
• Reviewing and Editing Your Plans.
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11. Managing Your Tax Information.

• Setting Up New and Editing Existing Tax Alerts.
• Importing and Exporting TurboTax Information.
• Creating Year-End Files.
• Reviewing and Editing Your Projected Tax by Using the Tax Planner.
• Reviewing and Editing Taxable Income.
• Assigning and Editing Tax Categories.
• Estimating Capital Gains.
• Estimating Tax Withholding.
• Finding Deductions.
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12. Working with Reports.

• Viewing Reports.
• Customizing Reports.
• Setting Report Preferences.
• Exporting Reports.
• Saving and Viewing Saved Reports.
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Index.