Quicken, Level 1

This course introduces the new Quicken user to the powerful financial management and accounting features of this exciting software. Both business and personal management operations will be covered. Functions to be introduced include: check entry and printing, register management, categories and subcategories, memorized transactions, classes and subclasses, split transactions, and account management. Also, the calculator, pasted totals, voiding checks, reconciliation, reporting, and search and find features will be covered. This course benefits both personal and business users. Many quick tips will be presented to be used as time-saving devices.

Prerequisite: Hard Disk Management

Outline:

Getting Started

• Quicken files
  
• Quicken categories
  
• Accounts
  
• Menu bar
  
• Entering a check
  
• Printing a check
  

  Basic Features

• Register
  
• Categories
  
• Subcategories
  
• Recording outgoing checks
  
• Recording incoming checks
  
• Memorizing transactions
  
• Calculator
  
• Voiding a check
  
• Find or search
  
• Wild card operations
  
• Classes
  
• Subclasses
  
• Split transactions
  
• Transfer transactions
  

  Reports

• Customizing reports
  

  Reconciling

• Beginning the process
  
• Clearing transactions
  
• Editing transactions
  

  Sample Reports

• Personal cash flow
  
• Business P&L statement
  
• Selected category
  
• Selected Payee
  
• Above the amount
  
• Category filter with memo field
  
• Category filter for all accounts
  
• Account balance
  
• Business report A/P by vendor
  
• Missing check report
  
• Personal Itemized category
  

Return to DGL homepage