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by Stephen L. Nelson
Quicken 2015 For Dummies
Introduction
Introduction
About This Book
Three Foolish Assumptions
Beyond the Book
Special Icons
Where to Next?
Part I: Zen, Quicken, and the Big Picture
Chapter 1: Setting Up Shop
Installing and Starting Quicken
Finishing Setup If You’ve Used Quicken Before
Finishing Setup If You’ve Not Used Quicken Before
Already a Quicken user?
Are you new to Quicken?
Registering Quicken
Describing Your Banking
Slogging Through More Setup Stuff
Steve’s Overview
Using Quicken Qcards
Starting Quicken for the second time
Using the Accounts bar
Navigating with tabs
Solving Tricky Setup Problems
Using the Quicken Mobile App
Did somebody say Macintosh?
The mysterious case of the missing Quicken data files
Migrating from Microsoft Money
Chapter 2: Introduction to the Big Picture
Boiling Quicken Down to Its Essence
Tracking tax deductions
Monitoring spending
Printing checks (and other forms)
Tracking bank accounts, credit cards, and other stuff
Planning your personal finances
Banking online
Setting Up Additional Accounts
Setting up another banking account
Hey, Quicken, I want to use that account!
Whipping Your Category Lists into Shape
Subcategories . . . yikes, what are they?
Category groups . . . double yikes!
Four tips on categorization
Ch-ch-changing a category list
Want to Play Tag?
Chapter 3: Maximum Fun, Maximum Profits
Should You Even Bother with a Budget?
Serious Advice about Your Secret Plan
Your personal Secret Plan
Two things that really goof up Secret Plans
Setting Up a Secret Plan
Introducing the Budgets window
Reviewing the options
Reviewing your budget
What to do after you enter your budget
Part II: The Absolute Basics
Chapter 4: Checkbook on a Computer
Getting Started
Finding Your Checkbook
Recording Checks
Entering a check in the register
Changing a check you’ve entered
Packing more checks into the register
Sorting transactions
Working with a kooky (and clever) little thing named QuickFill
Recording Deposits
Entering a deposit into the register
Changing a deposit you’ve already entered
Recording Account Transfers
Entering an account transfer
Working with the other half of the transfer
Changing a transfer you’ve already entered
Splitting Transactions
Steps for splitting a check
Editing and deleting split categories
Steps for splitting deposits and transfers
Deleting and Voiding Transactions
The Big Register Phenomenon
Moving through a big register
Finding that darn transaction
Pop-Up Calendars and Calculators
Attaching Flags, Notes, and Images
Chapter 5: Printing 101
Printing Checks
What if you make a mistake entering a check?
Printing a check you’ve entered
What if you discover a mistake after you print the check?
A few words about check printing
Printing a Check Register
Chapter 6: Online and In Charge
What Are Online Account Access and Online Bill Payment?
Wise Whys and Wherefores
Banking with Online Account Access and Online Bill Payment
Finding an online bank — online
Paying bills
Transferring money between accounts
Updating your Quicken accounts
Chapter 7: Reports, Charts, and Other Cool Tools
Creating and Printing Reports
Printing the facts, and nothing but the facts
Reviewing standard reports
Finding the report you want
Going to the printing dog-and-pony show
Editing and rearranging reports
Charts Only Look Tricky
Customizing Your Reports
Chapter 8: A Matter of Balance
Selecting the Account You Want to Balance
Balancing a Bank Account
Telling Quicken, “Hey, man, I want to balance this account”
Giving Quicken the bank’s information
Explaining the difference between your records and the bank’s records
Ten Things You Should Do If Your Account Doesn’t Balance
Make sure that you’re working with the right account
Look for transactions that the bank has recorded but you haven’t
Look for reversed transactions
Look for a transaction that’s equal to half the difference
Look for a transaction that’s equal to the difference
Check for transposed numbers
Have someone else look over your work
Look out for multiple errors
Try again next month (and maybe the month after that)
Get in your car, drive to the bank, and beg for help
Chapter 9: Housekeeping for Quicken
Backing Up Is Hard to Do
Backing up the quick-and-dirty way
Deciding when to back up
Losing your Quicken data after you’ve backed up
Losing your Quicken data when you haven’t backed up
Working with Files, Files, and More Files
Setting up a new file
Flip-flopping between files
When files get too big for their own good
Using and Abusing Passwords
Setting up a file password
Changing a file password
Sanitizing a File
Chapter 10: Compound Interest Magic and Other Mysteries
Noodling Around with Your Investments
Using the Investment Savings Calculator
Trying to become a millionaire
The Often-Unbearable Burden of Debt
Using the Loan Calculator to figure payments
Calculating loan balances
The Refinance Calculator
The Retirement Calculator
The dilemma in a nutshell
Retirement planning calculations
If you’re now bummed out about retirement
Retirement roulette
Cost of College
The College Calculator
If you’re now bummed out about college costs
Planning for Taxes
The Other Planning Tools
Part III: Home Finances
Chapter 11: Credit Cards, Petty Cash, and PayPal
Tracking a Credit Card
Setting Up a Credit Card Account
Adding a credit card account
Selecting a credit card account so that you can use it
Entering Credit Card Transactions
Touring the credit card register
Recording a credit card charge
Changing charges you’ve already entered
Paying credit card bills
Reconciling That Crazy Account
What the nasty credit card company says
Ouch! Did I really spend that much?
If you record a transaction wrong, do this
Oh, that explains the difference
If you’re ready to finish
If you want to postpone the inevitable
Paying the bill as part of the reconciliation
The Online Banking Hoopla
Should you even bother?
How to use Online Account Access with your credit card
Petty Cash and Mad Money
Adding a cash account
Tracking cash inflows and outflows
Recording checks you cash instead of deposit
Updating cash balances
PayPal Can Be Quicken’s Friend
Chapter 12: Other People’s Money
Should You Bother to Track Your Debts?
How Do You Get Started?
Setting up a liability account for an amortized loan
Fixing loan stuff
Delivering a Pound of Flesh (Also Known as Making a Payment)
Recording the payment
Handling mortgage escrow accounts
Your Principal-Interest Breakdown Won’t Be Right
So you can’t change the world
Slightly smarter adjustments
Automatic Payments
Scheduling a bill reminder
Scheduling income and transfer reminders
Another way to schedule transactions
Checking out the Calendar
Chapter 13: Tracking Tax-Deferred Investments
Deciding to Use Investment Features
Are your investments tax-deferred?
Are you a mutual fund fanatic?
Some investors don’t need Quicken
Many investors do want Quicken
Tracking a Tax-Deferred Investment
Setting up a tax-deferred investment account
Recording your initial investment
Buying investments
Recording your profits
Selling investments
Correcting a mistake
Working with slightly tricky investment transactions
Reconciling an account
Trying reports
Using menu commands and other stuff
Updating Securities Prices
Chapter 14: Stocks and Bonds
Setting Up a Brokerage Account
Recording your initial share balances
Working with brokerage accounts
Setting up security lists
Working with cash
Recording other not-so-tricky transactions
More Quick Stuff about Brokerage Accounts
Monitoring and updating securities values
Adjusting errors
A few words on the Investing tab’s other tools
Part IV: Very Serious Business
Chapter 15: Mind Your Business
Setting Up a Business the Quicken Way
Describing your business(es)
Designing business invoices
Identifying invoice items
Working with Customers
Setting up a Customer Invoices account
Invoicing your customers
Printing invoices
Recording customer payments
Issuing credits and making refunds
Business Bookkeeping Whistles and Bells
Jobs and projects
Using finance charges, estimates, and statements
Managing vendor bills
Vehicle Mileage Tracker
Quicken Dirty Payroll
Getting ready for payroll
Setting up the wages expense category
Setting up the payroll tax expense category
Getting the taxes stuff right
Depositing taxes
Tax deposit tips
Filing quarterly payroll tax returns
Computing annual returns and wage statements
Doing the state payroll taxes thing
Chapter 16: Managing Rentals
Describing a Rental Property
Describing Tenants
Recording Tenant Rent Payments
Recording Rental Expenses
Tracking Rental Property Profits
Part V: The Part of Tens
Chapter 17: (Slightly More Than) Ten Questions I’m Frequently Asked about Quicken
What Are Quicken’s Best Features?
Does Quicken Work for a Corporation?
What Happens to Stockholders’ Equity in Quicken?
Does Quicken Work for a Partnership?
Can I Use Quicken for More Than One Business?
What Kinds of Businesses Shouldn’t Use Quicken?
Can I Use Quicken for Real Estate Investing?
Can I Use Quicken Retroactively?
Can I Do Payroll with Quicken?
Can I Prepare Invoices?
Can I Import Data from an Old Accounting System?
What Do You Think about Quicken?
Chapter 18: (Almost) Ten Tips on How Not to Become a Millionaire
Ignore the Fact That You Can Build Wealth by Investing in Ownership Investments and Earning Average Returns
Ignore the Fact That You Can Get Much, and Maybe Most, of the Money from Tax Savings and Employer Matching
Don’t Tap Your Computer’s Power to Develop Wealth-Building Insights
Give Up, Because It’s Too Late to Start Anyway
Get Entangled in at Least One “Get-Rich-Quick” Scheme
Fake It with False Affluence
Give In to the First Big Temptation of Wealth Building
Give In to the Second Big Temptation of Wealth Building
Chapter 19: (Almost) Ten Troubleshooting Tips
Tactics #1 and #2: Use the Quicken Help File and This Book
Tactic #3: Visit the Quicken Product Support Website
Tactics #4 and #5: Check the Microsoft or the Hardware Vendor Product Support Website
Tactic #6: Contact Intuit Directly
Tactic #7: Try the Quicken Live Community
Tactic #8: Install and Use Antivirus Software
Tactic #9: When All Else Fails . . .
Part VI: Appendixes
Appendix A: Quick-and-Dirty Windows 8.1
What Is Windows 8.1?
Starting Windows 8.1
Starting Programs
Choosing Commands from Menus
Choosing commands with the furry little rodent
Choosing commands by using Alt+key combinations
Context menus or shortcut menus
Using shortcut-key combinations
Disabled commands
Working with Dialog Boxes
Text boxes
Check boxes
Tabs
Option buttons
Command buttons
List boxes
Stopping Quicken in Windows 8.1
A Yelp for Help
The Getting Started Guide command
The Quicken Help command
The View Guidance command
The Quicken Live Community command
The Quicken Support command
The Submit Feedback on Quicken command
The Privacy Preferences command
The Log Files command
The About Quicken command
The Add Tools commands
The Register Quicken command
Quitting Windows 8.1
Appendix B: Glossary of Business, Financial, and Computer Terms
About the Author
Cheat Sheet
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