- Copyright
- About the Authors
- Author's Acknowledgments
- Introduction
- I. Zen, Quicken, and the Big Picture
- 1. Setting Up Shop
- 2. Introduction to the Big Picture
- 2.1. Boiling Quicken Down to Its Essence
- 2.2. Setting Up Additional Accounts
- 2.3. Whipping Your Category Lists into Shape
- 2.4. Want to Play Tag?
- 3. Maximum Fun, Maximum Profits
- II. The Absolute Basics
- 4. Checkbook on a Computer
- 4.1. Getting Started
- 4.2. Finding Your Checkbook
- 4.3. Recording Checks
- 4.4. Recording Deposits
- 4.5. Recording Account Transfers
- 4.6. Splitting Transactions
- 4.7. Deleting and Voiding Transactions
- 4.8. The Big Register Phenomenon
- 4.9. Pop-Up Calendars and Calculators
- 4.10. Attaching Flags, Notes, and Images
- 5. Printing 101
- 6. Online and In Charge
- 7. Reports, Charts, and Other Cool Tools
- 7.1. Creating and Printing Reports
- 7.2. Charts Only Look Tricky
- 7.3. QuickReports: Last But Not Least
- 8. A Matter of Balance
- 8.1. Selecting the Account You Want to Balance
- 8.2. Balancing a Bank Account
- 8.3. Ten Things You Should Do If Your Account Doesn't Balance
- 8.3.1. Make sure that you're working with the right account
- 8.3.2. Look for transactions that the bank has recorded but you haven't
- 8.3.3. Look for reversed transactions
- 8.3.4. Look for a transaction that's equal to half the difference
- 8.3.5. Look for a transaction that's equal to the difference
- 8.3.6. Check for transposed numbers
- 8.3.7. Have someone else look over your work
- 8.3.8. Look out for multiple errors
- 8.3.9. Try again next month (and maybe the month after that)
- 8.3.10. Get in your car, drive to the bank, and beg for help
- 9. Housekeeping for Quicken
- 10. Compound Interest Magic and Other Mysteries
- 4. Checkbook on a Computer
- III. Home Finances
- 11. Credit Cards, Petty Cash, and PayPal
- 11.1. Tracking a Credit Card
- 11.2. How to Set Up a Credit Card Account
- 11.3. How to Enter Credit Card Transactions
- 11.4. Reconciling That Crazy Account
- 11.4.1. What the nasty credit card company says
- 11.4.2. Ouch! Did I really spend that much?
- 11.4.3. If you record a transaction wrong, do this
- 11.4.4. Oh, that explains the difference
- 11.4.5. If you're ready to finish
- 11.4.6. If you want to postpone the inevitable
- 11.4.7. Paying the bill as part of the reconciliation
- 11.5. The Online Banking Hoopla
- 11.6. Petty Cash and Mad Money
- 11.7. PayPal Can Be Quicken's Friend
- 12. Other People's Money
- 13. Tracking Tax-Deferred Investments
- 13.1. Deciding to Use Investment Features
- 13.2. Tracking a Tax-Deferred Investment
- 13.2.1. Setting up a tax-deferred investment account
- 13.2.2. Recording your initial investment
- 13.2.3. Buying investments
- 13.2.4. Recording your profits
- 13.2.5. Selling investments
- 13.2.6. Correcting a mistake
- 13.2.7. Working with slightly tricky investment transactions
- 13.2.8. Reconciling an account
- 13.2.9. Trying reports
- 13.2.10. Using menu commands and other stuff
- 13.3. Updating Securities Prices
- 14. Stocks and Bonds
- 11. Credit Cards, Petty Cash, and PayPal
- IV. Very Serious Business
- 15. Mind Your Business
- 15.1. Setting Up a Business the Quicken Way
- 15.2. Working with Customers
- 15.3. Business Bookkeeping Whistles and Bells
- 15.4. Quicken Dirty Payroll
- 15.4.1. Getting ready for payroll
- 15.4.2. Setting up the wages expense category
- 15.4.3. Setting up the payroll tax expense category
- 15.4.4. Getting the taxes stuff right
- 15.4.4.1. Requesting (or demanding) an employer ID number
- 15.4.4.2. So what about Social Security, Medicare, and withholding taxes?
- 15.4.4.3. Paying someone for a job well done
- 15.4.4.4. Figuring out the gross wages figure
- 15.4.4.5. Calculating that deductions stuff
- 15.4.4.6. Figuring out someone's net wages
- 15.4.4.7. Working with other taxes and deductions
- 15.4.4.8. Recording a payroll check
- 15.4.5. Depositing taxes
- 15.4.6. Tax deposit tips
- 15.4.7. Filing quarterly payroll tax returns
- 15.4.8. Computing annual returns and wage statements
- 15.4.9. Doing the state payroll taxes thing
- 16. Managing Rentals
- 15. Mind Your Business
- V. The Part of Tens
- 17. (Slightly More Than) Ten Questions I'm Frequently Asked about Quicken
- 17.1. What Are Quicken's Best Features?
- 17.2. Does Quicken Work for a Corporation?
- 17.3. What Happens to Stockholders' Equity in Quicken?
- 17.4. Does Quicken Work for a Partnership?
- 17.5. Can I Use Quicken for More Than One Business?
- 17.6. What Kinds of Businesses Shouldn't Use Quicken?
- 17.7. Can I Use Quicken for Real Estate Investing?
- 17.8. Can I Use Quicken Retroactively?
- 17.9. Can I Do Payroll with Quicken?
- 17.10. Can I Prepare Invoices?
- 17.11. Can I Import Data from an Old Accounting System?
- 17.12. What Do You Think about Quicken?
- 18. (Almost) Ten Tips on How Not to Become a Millionaire
- 18.1. Ignore the Fact That You Can Build Wealth by Investing in Ownership Investments and Earning Average Returns
- 18.2. Ignore the Fact That You Can Get Much, and Maybe Most, of the Money from Tax Savings and Employer Matching
- 18.3. Don't Tap Your Computer's Power to Develop Wealth-Building Insights
- 18.4. Give Up, Because It's Too Late to Start Anyway
- 18.5. Get Entangled in at Least One "Get-Rich-Quick" Scheme
- 18.6. Fake It with False Affluence
- 18.7. Give In to the First Big Temptation of Wealth Building
- 18.8. Give In to the Second Big Temptation of Wealth Building
- 19. (Almost) Ten Troubleshooting Tips
- 19.1. Tactics #1 and #2: Use the Quicken Help File and This Book
- 19.2. Tactic #3: Visit the Quicken Product Support Web Site
- 19.3. Tactics #4 and #5: Check the Microsoft or the Hardware Vendor Product Support Web Site
- 19.4. Tactic #6: Contact Intuit Directly
- 19.5. Tactic #7: Try a Quicken Newsgroup
- 19.6. Tactic #8: Install and Use Antivirus Software
- 19.7. Tactic #9: When All Else Fails ...
- 17. (Slightly More Than) Ten Questions I'm Frequently Asked about Quicken
- VI. Appendixes
- A. Quick-and-Dirty Windows Vista
- A.1. What Is Windows Vista?
- A.2. Starting Windows Vista
- A.3. Starting Programs
- A.4. Choosing Commands from Menus
- A.5. Working with Dialog Boxes
- A.6. Stopping Quicken in Vista
- A.7. A Yelp for Help
- A.7.1. The Learn About Next Steps After Setup command
- A.7.2. The Quicken Help command
- A.7.3. The Current Window command
- A.7.4. The Product And Customer Support command
- A.7.5. The Quicken Live Community command
- A.7.6. The Quicken Support command
- A.7.7. The Submit Feedback On Quicken command
- A.7.8. The Join The Quicken Inner Circle command
- A.7.9. The About Quicken command
- A.7.10. The Privacy Statement command
- A.7.11. The Register Quicken command
- A.7.12. The Unlock Again command
- A.7.13. The Add Rental Property Tools command
- A.8. Quitting Vista
- B. Glossary of Business, Financial, and Computer Terms
- A. Quick-and-Dirty Windows Vista
In this part ...
If you use Quicken Home & Business for your small business or you use Quicken Rental Property Manager for real estate investments, you'll benefit from some extra information and hand-holding about how to use your flavor of the Quicken program. Sure, you can learn these things by sitting down with your certified public accountant (CPA), having a cup of coffee, and paying about $200 per hour.
Or you can read on, pretend that we're chitchatting over coffee, and save the $200.
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