Introduction.
1. Getting Started.
Opening Money. Importing Quicken Files. Setting Up Your Password. Setting Financial-Tracking Information. Specifying Financial Priorities and Accounts. Entering Account Information. Setting Up Accounts Online. Entering Your Income Information. Selecting the Bills You Pay. Entering Living Expenses and Bills.
2. Understanding the Basics.
Using and Customizing the Toolbar. Using Menus. Creating a New File. Opening a File. Backing Up Your Files. Printing. Setting Up or Changing Your Password. Getting Help. Getting the Latest Financial Updates.
3. Exploring Your Home Page.
Using Alternative Views. Customizing the Task List. Modifying the Order of Categories. Collapsing or Expanding Categories. Changing Your Default Home Page.
4. Working with Your Accounts.
Reviewing and Updating Account Information. Sorting Accounts. Tracking Frequent-Flyer Information. Adding a New Account. Closing and Reopening Accounts. Deleting an Account. Adding Spouse/Partner Accounts. Viewing and Organizing Account Categories. Adding a New Account Category. Renaming or Deleting an Account Category. Creating Account Classifications. Entering Payee Information. Adding a New Payee. Deleting a Payee. Setting Up Accounts Online. Getting Online Statements.
5. Managing Your Account Activity.
Recording Account Transactions. Adding a New Bill. Adding a New Deposit or Paycheck. Adding a New Transfer. Adding a New Investment Purchase. Modifying Bill or Deposit Information. Deleting Bill or Deposit Information. Setting Up Accounts for Electronic Pay. Paying Bills or Transferring Funds Online. Writing and Printing Checks. Reviewing Paid Bills. Searching for Account Transactions. Setting Up or Changing Bill Reminders. Balancing Accounts. Reviewing Projected Cash Flow. Adding to the Cash Flow. Editing the Cash Flow. Experimenting with Cash-Flow Scenarios.
6. Managing Your Budget.
Creating a New Budget. Viewing Budget Reports. Adding Withdrawals or Deposits to Your Budget. Reallocating Funds. Updating Budget Information. Viewing Different Budget Periods. Setting Up Reminders to Keep You on Budget. Revisiting the Cash-Flow Forecast.
7. Creating a Debt Reduction Plan.
Specifying Which Accounts to Pay Off. Editing Account Information. Creating or Deleting an Account. Putting More Toward Your Debt. Viewing Your Debt Reduction Plan Results. Putting Your Debt Reduction Plan Into Action.
8. Managing Your Investments.
Reviewing Existing Investments. Recording Cash Transactions for Investment Accounts. Recording Investment Transactions. Adding New Investments. Updating Investment Prices. Finding Investment and Financial News.
9. Analyzing Your Finances.
Viewing Reports. Customizing Reports. Creating a Favorite Reports List.
10. Managing Your Taxes.
Entering Your Tax Information. Reviewing Possible Tax Deductions. Reviewing or Estimating Capital Gains. Reviewing Your Filing Status and Tax Rates. Exporting Tax Information.
11. Planning for the Future.
Entering Your Family Information. Entering Income Information. Specifying Taxes and Inflation. Entering Savings and Investment Information. Reviewing and Changing Savings Contributions. Reviewing and Changing Life Insurance Policies. Entering Expected Returns on Investments. Setting Up Homes and Assets. Reviewing and Changing Your Debt Information. Reviewing and Changing Expenses. Reviewing and Changing Your Plan Results. Putting Your Plan into Action.
12. Planning for and Managing Major Purchases.
Determining How Much House You Can Afford. Taking Inventory. Comparing Loans.
13. Money Extras.
Exploring Money Services. Checking Your Credit. Numbers and Symbols.
Glossary.
Index.
