Quicken 2016: The Official Guide

  • 8h 26m
  • Bobbi Sandberg
  • McGraw-Hill/Osborne
  • 2016

Fully authorized by Intuit, this practical volume has been revised to cover the latest release of the #1 bestselling personal finance software. You will learn how to manage finances, save money, and find current balances?even via mobile devices. The book provides professional advice that will help you reduce debt, stay on budget, save money, and plan for a secure financial future.

Quicken 2016: The Official Guide offers complete coverage of setting up and balancing personal banking and credit accounts, paying bills and viewing accounts online, and tracking and managing investments. Readers will get step-by-step instructions, examples, and illustrations. This comprehensive guide contains full details on all-new investment tools and updated loan and budgeting features.

  • Covers mobile use on both Apple and Android platforms, including banking, credit card, and investment sync online
  • “In My Experience” sidebars highlight the benefits of specific features
  • Written in a no-nonsense, practical style by Intuit Certified Professional Advisor Bobbi Sandberg

About the Author

Bobbi Sandberg (Whidbey Island, WA) is a consulting instructor and CPA who has been a trainer and teacher of all things computer in the Pacific Northwest for more than 40 years. Specializing in making 'numbers your friend', Bobbi has helped everyone from high-school students trying to figure out a way to pay for both college AND the prom to senior citizens trying to use 20th century dollars in the 21st century. She teaches in community, corporate, and educational venues where she is known for the handouts she provides. Some students say she provides a textbook in specialized handouts for each class she teaches. She has been a user, advocate, and trainer of Quicken since its first version.

In this Book

  • Installing Quicken and Meeting Its Features
  • Getting Started with Quicken Basics
  • Getting Up and Running with Quicken Mobile
  • Working with Accounts, Categories, and Tags
  • Recording Bank and Credit Card Transactions
  • Using Online Banking Features
  • Reconciling Your Accounts and Examining Your Banking Activity
  • Working with Investment Transactions and Quicken’s Research Tools
  • Monitoring Assets and Loans
  • Keeping Tabs on Your Net Worth
  • Evaluating Your Position
  • Planning Your Future and Using Financial Calculators
  • Reducing Debt and Saving Money
  • Planning for Tax Time
  • Creating Quicken Reports