| Introduction |
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1 | (1) |
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2 | (1) |
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2 | (1) |
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How This Book Is Organized |
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3 | (2) |
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Book I: Personal Finance Basics |
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3 | (1) |
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3 | (1) |
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3 | (1) |
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Book IV: Household Finances |
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4 | (1) |
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4 | (1) |
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Book VI: Retirement Planning and Other Saving |
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4 | (1) |
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Book VII: Quicken Reports |
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4 | (1) |
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Book VIII: Small Business Finances |
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4 | (1) |
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5 | (1) |
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5 | (1) |
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6 | (1) |
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Book I: Personal Finance Basics |
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7 | (88) |
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Earning Income and Investing |
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9 | (24) |
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9 | (8) |
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10 | (3) |
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13 | (1) |
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14 | (1) |
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15 | (1) |
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16 | (1) |
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You're Self-Employed: You've Created Your Own Job! |
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17 | (5) |
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17 | (1) |
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18 | (1) |
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Offsetting income with expenses |
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19 | (1) |
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20 | (2) |
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Keeping Track of Earnings from Your Investments |
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22 | (11) |
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Earning interest on your savings account |
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22 | (1) |
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Money markets and mutual funds |
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23 | (3) |
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26 | (1) |
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27 | (1) |
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Earnings in retirement funds |
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28 | (5) |
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33 | (18) |
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Spending Money on Required Expenses |
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33 | (8) |
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The Big Three: food, shelter, and clothing |
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34 | (2) |
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Spending money on utilities |
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36 | (1) |
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37 | (2) |
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Planes, trains, and automobiles (and buses, taxis, and trolleys . . .) |
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39 | (1) |
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Children, pets, parents, and other important people |
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40 | (1) |
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41 | (2) |
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Calculating loan interest |
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42 | (1) |
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Credit card companies get sneaky with interest |
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42 | (1) |
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There's interest, and then there's interest . . . |
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42 | (1) |
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43 | (3) |
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43 | (1) |
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44 | (1) |
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45 | (1) |
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46 | (5) |
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The credit agencies and their reports |
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46 | (2) |
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48 | (1) |
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Correcting errors on credit reports |
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49 | (2) |
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51 | (18) |
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51 | (1) |
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52 | (2) |
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53 | (1) |
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53 | (1) |
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Determining the length of time for achieving goals |
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54 | (1) |
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54 | (15) |
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Your budget starting point |
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55 | (4) |
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59 | (1) |
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59 | (2) |
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61 | (2) |
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63 | (1) |
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64 | (2) |
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66 | (3) |
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69 | (12) |
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Creating an Emergency Fund |
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69 | (3) |
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Envisioning the emergency scenario |
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69 | (1) |
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Determining how much to save |
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70 | (1) |
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Finding a place to park your emergency fund |
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70 | (1) |
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Distinguishing real versus made-up emergencies |
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71 | (1) |
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Dealing with emergency expenses you might not anticipate |
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72 | (1) |
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Restocking the emergency fund cookie jar |
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72 | (1) |
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72 | (9) |
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73 | (1) |
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Insuring your home and other possessions |
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74 | (1) |
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75 | (2) |
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77 | (1) |
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78 | (3) |
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81 | (14) |
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81 | (6) |
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81 | (2) |
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83 | (1) |
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Coverdell Education Savings Accounts |
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84 | (1) |
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85 | (1) |
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Using your assets to fund a college education |
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86 | (1) |
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87 | (5) |
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Investing in 401(k) plans |
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87 | (1) |
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Investing in tax-deferred annuities |
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88 | (1) |
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Investing in Individual Retirement Accounts |
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89 | (1) |
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Investing in retirement funds designed for the self-employed |
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90 | (1) |
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Participating in company pension plans |
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91 | (1) |
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Planning for Other Big Expenses |
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92 | (3) |
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93 | (1) |
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94 | (1) |
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95 | (106) |
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97 | (26) |
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Getting Quicken Set Up on Your Computer |
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97 | (6) |
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Using Quicken for the very first time |
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98 | (4) |
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Converting from earlier Quicken versions |
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102 | (1) |
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Switching between data files |
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102 | (1) |
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Finding Your Way Around in Quicken |
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103 | (18) |
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Navigating Quicken's menus |
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103 | (14) |
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117 | (4) |
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Opening and Closing Quicken |
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121 | (2) |
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123 | (30) |
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123 | (4) |
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Categories already in place |
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123 | (1) |
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Removing unwanted categories |
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124 | (1) |
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125 | (1) |
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Add new categories on-the-fly |
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125 | (1) |
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Using subcategories, sub-subcategories, sub-sub-sub-sub |
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126 | (1) |
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Setting Up Your Bank Account |
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127 | (2) |
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129 | (16) |
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131 | (1) |
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131 | (1) |
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132 | (3) |
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Issuing checks right from Quicken |
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135 | (3) |
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138 | (7) |
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145 | (2) |
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Scheduling Recurring Transactions |
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147 | (2) |
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Setting Cash Balance Alerts |
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149 | (4) |
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153 | (22) |
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Setting Up a Variety of Accounts in Quicken |
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153 | (15) |
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Setting up a savings account |
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153 | (2) |
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Setting up a 401(k) or similar tax-deferred retirement account |
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155 | (3) |
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158 | (3) |
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Setting up a credit card account |
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161 | (2) |
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Setting up your house in Quicken |
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163 | (5) |
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Using the Financial Activity Centers |
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168 | (2) |
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170 | (5) |
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Clicking around in the Transactions window |
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171 | (1) |
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Setting up payments with drag-and-drop |
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172 | (1) |
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173 | (1) |
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Remember best friend's birthday |
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173 | (2) |
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175 | (14) |
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What Is Reconciliation, Anyway? |
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175 | (1) |
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Knowing the Best Time to Reconcile |
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176 | (1) |
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Working Through the Reconciliation Process |
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177 | (12) |
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Matching the checks you wrote |
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177 | (4) |
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181 | (2) |
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Reaching the moment of reconciliation |
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183 | (2) |
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Reconciliation reports: Who needs them? |
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185 | (1) |
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What are these crazy c and R codes? |
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186 | (3) |
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Introducing Online Banking Services |
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189 | (12) |
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What's Good (and Bad) about Online Banking? |
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189 | (2) |
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Online Banking and Security Issues |
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191 | (5) |
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Protecting Quicken data with a password |
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192 | (2) |
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194 | (1) |
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Setting up your online banking |
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195 | (1) |
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Paying Bills with Your Online Account |
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196 | (2) |
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198 | (1) |
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Reconciling Your Online Bank Account |
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199 | (2) |
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201 | (54) |
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203 | (10) |
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Navigating the Ins and Outs of the Investing Center |
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203 | (1) |
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Tracking Investments in Quicken |
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204 | (1) |
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Hey Quicken! I Bought Some Shares of Stock! |
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204 | (4) |
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Entering your investment in Quicken |
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205 | (3) |
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Tracking investment performance |
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208 | (1) |
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Recording Dividends and Other Earnings |
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208 | (2) |
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210 | (3) |
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213 | (10) |
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What You See in the Quicken Portfolio |
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213 | (5) |
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What you want to see: Changing your portfolio view |
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215 | (1) |
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Changing the portfolio date |
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215 | (1) |
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Cash transactions in your security account |
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216 | (1) |
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Marginally interesting: How to record margin interest |
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217 | (1) |
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Realized versus Unrealized Gains and Losses |
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218 | (1) |
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219 | (1) |
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Staying in Touch with Your Portfolio on Quicken.com |
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220 | (1) |
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Ten Things You Didn't Know You Could Do on Quicken.com |
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220 | (3) |
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Monitoring Your Tax-Deferred Retirement Accounts |
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223 | (20) |
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How Tax-Deferred Retirement Plans Work |
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223 | (3) |
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224 | (1) |
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How traditional IRAs work |
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225 | (1) |
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226 | (1) |
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Hey Quicken! How About Keeping Track of My 401(k) Contributions? |
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226 | (5) |
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Updating 401(k) the hard way: Manual updates |
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227 | (2) |
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Updating 401(k) the easy way: Entering the statement summary |
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229 | (2) |
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Manipulating Your Traditional IRA in Quicken |
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231 | (8) |
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Look, Mom: I'm saving for my retirement! |
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231 | (4) |
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IRA contributions are easier when you don't have to think about them |
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235 | (3) |
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Wait: I can't spare the money for this month's transfer! |
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238 | (1) |
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Having Your IRA the Roth Way |
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239 | (3) |
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From Traditional to Roth: Transferring retirement funds |
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241 | (1) |
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Diversification: The Great Investment Elixir |
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242 | (1) |
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Watch Lists and News You Can Use |
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243 | (12) |
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Start by Reading the News |
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243 | (2) |
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What to look for when you read the investment news |
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244 | (1) |
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244 | (1) |
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Hey, Don't Forget This Important Investment News! |
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245 | (3) |
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248 | (5) |
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Creating your Watch List is easy |
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249 | (2) |
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So you've got a Watch List: Now What? |
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251 | (1) |
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Tired of watching? Remove an item from the Watch List |
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252 | (1) |
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News Alerts and More at Quicken.com |
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253 | (1) |
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Getting the Most from Your News Alerts and Other Information |
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254 | (1) |
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Book IV: Household Finances |
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255 | (102) |
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257 | (20) |
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It Costs How Much to Borrow That Money? |
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257 | (3) |
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Shopping around for the best loan deal |
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257 | (1) |
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There's interest, and then there's interest |
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258 | (1) |
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Borrowing money on the Internet |
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259 | (1) |
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Using Quicken to Track Your Loans |
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260 | (1) |
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Meet the Quicken Property & Debt Center |
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260 | (13) |
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260 | (5) |
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Setting up your loan payments in Quicken |
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265 | (3) |
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Making changes in your loan |
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268 | (1) |
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The last payment: Removing a loan from Quicken |
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269 | (1) |
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More loan fun: Refinancing your loan |
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270 | (3) |
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Using Quicken's Loan Calculator |
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273 | (4) |
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Using a Credit Card Account |
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277 | (20) |
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Setting Up Your Credit Card |
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277 | (1) |
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Tracking Your Credit Card Charges in Quicken |
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278 | (4) |
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Balancing Your Credit Card Account |
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282 | (6) |
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Borrowing money from your credit card |
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286 | (1) |
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Changing your credit limit |
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286 | (2) |
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Quicken Can Help You Put a Leash on Your Spending |
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288 | (2) |
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Quicken's Debt Reduction Planner |
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290 | (7) |
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297 | (20) |
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Quicken's Home Purchase Planner: Don't Buy a Home Without It! |
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297 | (2) |
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299 | (9) |
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300 | (5) |
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Associating your home asset with your mortgage |
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305 | (3) |
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308 | (3) |
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What qualifies as home improvement |
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309 | (1) |
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Recording home improvements in Quicken |
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309 | (2) |
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Working with the Quicken Home Inventory |
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311 | (4) |
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315 | (2) |
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Quicken Billminder and Bill Pay |
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317 | (22) |
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What's the Difference? Billminder versus Bill Pay |
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317 | (2) |
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How do these services work? |
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318 | (1) |
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So, do I really need all this bill-related stuff? |
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318 | (1) |
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Getting Friendly with Billminder |
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319 | (3) |
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OK, I've got an alert that needs action: Now what? |
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321 | (1) |
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322 | (1) |
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Let's Sign Up to Pay Bills Online! |
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322 | (12) |
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Setting up accounts in Bill Pay |
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325 | (2) |
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Setting up payees in Bill Pay |
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327 | (3) |
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330 | (3) |
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Getting fan mail from Intuit |
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333 | (1) |
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Scheduling (and Unscheduling) Recurring Payments in Bill Pay |
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334 | (2) |
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336 | (3) |
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339 | (18) |
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Creating an Automatic Budget with Quicken |
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339 | (9) |
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341 | (1) |
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342 | (1) |
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342 | (1) |
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Choose categories for your budget |
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343 | (2) |
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345 | (3) |
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Using the Manual Method for Creating Your Budget |
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348 | (3) |
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How to Use a Budget in Everyday Life |
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351 | (3) |
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351 | (1) |
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Customizing your budget report |
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352 | (1) |
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Viewing the Monthly Budget Report |
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353 | (1) |
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Thinking About Different Types of Budgets |
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354 | (1) |
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Seven Ways Not to Use a Budget |
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355 | (2) |
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357 | (98) |
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359 | (16) |
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Poking Around in the Quicken Tax Center |
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359 | (2) |
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What's Taxable, What's Not |
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361 | (3) |
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Sharing the fruits of your labors with your dear old Uncle Sam |
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361 | (1) |
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I spent it, so it must be deductible, right? |
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362 | (2) |
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OK, So What's the Bottom Line? |
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364 | (3) |
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365 | (1) |
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Taking a peek at the Tax Planner |
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366 | (1) |
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Tax Due Dates and Other Dates Worth Noting |
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367 | (1) |
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Alert! Alert! Incoming Tax Payments! |
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368 | (2) |
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370 | (5) |
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Quicken's rotating (and redundant) tips |
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372 | (1) |
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372 | (1) |
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Tax tools that live beyond the walls of Quicken |
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372 | (3) |
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Entering Tax-Friendly Information |
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375 | (16) |
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375 | (3) |
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375 | (1) |
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376 | (2) |
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Tax Form Cross-Reference Key |
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378 | (4) |
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Tax Forms That Quicken Recognizes |
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382 | (2) |
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Determining Which Categories Don't Need Tax Lines |
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384 | (3) |
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387 | (2) |
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387 | (1) |
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388 | (1) |
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Working with an Accountant or Tax Professional |
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389 | (2) |
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391 | (22) |
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The Tax Summary Report: Your Starting Point for Tax Return Preparation |
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391 | (5) |
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Working with the Tax Summary report |
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392 | (1) |
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Using the Tax Schedule report |
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393 | (1) |
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When to use the tax reports |
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394 | (2) |
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396 | (3) |
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Agreeing your income to your information return |
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396 | (3) |
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Reporting your W-2 income |
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399 | (1) |
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399 | (1) |
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Analyzing Your Deductions |
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399 | (14) |
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399 | (10) |
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Tax deductions and credits relating to children and education |
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409 | (4) |
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Interfacing with TurboTax |
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413 | (18) |
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Telling TurboTax about Your Quicken Information |
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413 | (9) |
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Getting started in TurboTax |
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415 | (5) |
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Importing information from your tax lines |
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420 | (2) |
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Sending Your Information to TurboTax on the Web |
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422 | (9) |
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Tax Planning with Quicken |
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431 | (24) |
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Understanding Estimated Taxes |
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431 | (2) |
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Calculating Estimated Taxes |
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433 | (4) |
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Estimated taxes Method #1: Using last year's tax return |
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433 | (2) |
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Estimated taxes Method #2: Using this year's tax return |
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435 | (1) |
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Estimated taxes Method #3: Annualizing your income |
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435 | (2) |
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Estimating Taxes with Quicken's Tax Planner |
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437 | (8) |
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Using the Tax Planner's default method of calculating tax |
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437 | (3) |
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Incorporating tax information from TurboTax into the Tax Planner |
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440 | (5) |
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Estimating Capital Gains Taxes |
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445 | (3) |
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446 | (2) |
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Entering capital gain and loss information in the Tax Planner |
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448 | (1) |
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Exploring New Deduction Frontiers |
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448 | (2) |
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Paying Estimated Payments |
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450 | (5) |
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What happens if I miscalculate or, heaven forbid, miss a payment? |
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452 | (1) |
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Using a last-minute alternative to paying estimates |
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453 | (2) |
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Book VI: Retirement Planning and Other Saving |
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455 | (110) |
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The Quicken Financial Planner |
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457 | (28) |
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Getting Familiar with Quicken's Planning Center |
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457 | (8) |
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Using the planning alerts |
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459 | (1) |
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Peering at the plan results |
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459 | (1) |
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Our plan is based on assumptions |
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459 | (1) |
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The planners have arrived |
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460 | (1) |
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461 | (1) |
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Calculators for every occasion |
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462 | (1) |
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Li'l tips from your friends at Quicken |
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463 | (1) |
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Gettin' jiggy with Quicken's business plan |
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464 | (1) |
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Creating Your Own Financial Plan |
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465 | (20) |
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Getting started with the financial plan |
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465 | (1) |
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466 | (1) |
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467 | (2) |
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Entering retirement benefits including Social Security |
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469 | (1) |
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Enter miscellaneous income that doesn't fit anywhere else |
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470 | (1) |
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Enter your estimated average tax rate |
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471 | (1) |
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More guesses: This time, inflation |
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472 | (1) |
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Mary, Mary, quite contrary, how will your savings grow? |
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|
472 | (1) |
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It's time for investments: How do you plan to use this money? |
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473 | (1) |
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Estimating your rate of return |
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473 | (1) |
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474 | (1) |
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475 | (1) |
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Don't forget your debt reduction plan |
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476 | (1) |
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Planning on borrowing some money? |
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477 | (1) |
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Onward to living expenses |
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|
478 | (1) |
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Planning for life adjustments |
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479 | (1) |
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480 | (1) |
|
Special expenses: Last but not least |
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481 | (1) |
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481 | (2) |
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483 | (2) |
|
Tracking Your Retirement Savings in Quicken |
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485 | (22) |
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Watching Over Your 401(k) |
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485 | (13) |
|
Basic rules for 401(k) plans |
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486 | (1) |
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487 | (1) |
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Taking money out of your 401(k) before retirement |
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488 | (1) |
|
Borrowing from your 401(k): Danger, Will Robinson! Danger! |
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489 | (2) |
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491 | (1) |
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Keeping track of your 401(k) |
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492 | (2) |
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Updating your 401(k) information |
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494 | (4) |
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Individual Retirement Accounts |
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498 | (6) |
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498 | (1) |
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Setting up your IRA in Quicken |
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499 | (2) |
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501 | (1) |
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Timing your IRA contributions |
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501 | (1) |
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Taking money out of your IRA before you retire |
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501 | (1) |
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Taking money out of your IRA after you retire |
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502 | (2) |
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504 | (3) |
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507 | (18) |
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Savings Goals and Why You Want Them |
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507 | (1) |
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Setting Up a Savings Goal |
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508 | (2) |
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Making Payments to Your Savings Goal |
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510 | (2) |
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512 | (1) |
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Checking Out Your Progress |
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513 | (3) |
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Making a Withdrawal from a Savings Goal |
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516 | (1) |
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517 | (1) |
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Using the Special Purchase Planner |
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518 | (7) |
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525 | (22) |
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How Much Does College Cost? |
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525 | (4) |
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526 | (1) |
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Estimating room and board |
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527 | (1) |
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Estimating transportation costs |
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527 | (1) |
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Estimating the cost of books and supplies |
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527 | (2) |
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Using the College Planner |
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529 | (8) |
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Step-by-step through the College Planner |
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529 | (5) |
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Saving (and finding) your projections |
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534 | (1) |
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Incorporating your college plan into your budget |
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535 | (2) |
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537 | (1) |
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Cashing out your IRA/401(k) |
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538 | (1) |
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Home equity loan/line of credit |
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|
538 | (1) |
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Paying for a College Education with a 529 Plan |
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538 | (6) |
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Setting up 529 in Quicken |
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540 | (2) |
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Making contributions to a 529 plan |
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542 | (1) |
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543 | (1) |
|
Taking money out of the 529 plan |
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|
543 | (1) |
|
Setting Up a Coverdell Education Savings Account in Quicken |
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|
544 | (3) |
|
Automating Your Savings Program |
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|
547 | (18) |
|
Setting Up Scheduled Savings Transactions |
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|
547 | (7) |
|
Adding the scheduled transaction |
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|
548 | (2) |
|
Following through with the transaction |
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|
550 | (4) |
|
Using Reminders to Increase Your Savings |
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|
554 | (5) |
|
Scheduled transactions and Quicken's Calendar |
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|
554 | (3) |
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|
|
557 | (2) |
|
Adjusting Your Scheduled Transactions |
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|
559 | (1) |
|
Setting Up Investment Transaction Groups |
|
|
560 | (5) |
|
Book VII: Quicken Reports |
|
|
565 | (98) |
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|
|
567 | (22) |
|
Displaying Activity for a Category or Payee |
|
|
567 | (3) |
|
Viewing a category minireport |
|
|
568 | (1) |
|
Viewing a payee minireport |
|
|
569 | (1) |
|
Viewing an expanded minireport in its own window |
|
|
569 | (1) |
|
Using QuickReports Available in the Registers |
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|
570 | (2) |
|
Using QuickReports from the Write Checks Window |
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|
572 | (1) |
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573 | (6) |
|
Changing the QuickReport date range |
|
|
574 | (4) |
|
Adding QuickReport subtotals |
|
|
578 | (1) |
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|
578 | (1) |
|
Checking Out Graphs from the Register |
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579 | (10) |
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583 | (2) |
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|
585 | (1) |
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586 | (3) |
|
Quicken's Standard Reports |
|
|
589 | (32) |
|
Familiarizing Yourself with the Reports & Graphs Center |
|
|
589 | (3) |
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|
|
592 | (11) |
|
Methods for displaying a report |
|
|
599 | (1) |
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|
600 | (3) |
|
Working with Report Transactions |
|
|
603 | (14) |
|
Searching for information in a report |
|
|
603 | (3) |
|
Jumping to a transaction in the register |
|
|
606 | (2) |
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|
|
608 | (1) |
|
Modifying transactions from a report |
|
|
608 | (3) |
|
Resolving a placeholder transaction |
|
|
611 | (5) |
|
Using the History and Report List |
|
|
616 | (1) |
|
Setting Defaults: Report Preferences |
|
|
617 | (2) |
|
Checking Out an EasyAnswer Report |
|
|
619 | (2) |
|
|
|
621 | (22) |
|
Opening the Customize Dialog Box |
|
|
621 | (2) |
|
|
|
623 | (1) |
|
Changing the Reporting Time Frame |
|
|
624 | (1) |
|
Sorting Report Information |
|
|
625 | (2) |
|
Controlling Subtotal Options |
|
|
627 | (5) |
|
Selecting Specific Columns |
|
|
632 | (4) |
|
Selecting and resetting columns |
|
|
632 | (2) |
|
|
|
634 | (2) |
|
Selecting Specific Accounts |
|
|
636 | (1) |
|
Choosing Report Categories or Payees |
|
|
637 | (2) |
|
Other Customization Settings |
|
|
639 | (2) |
|
|
|
641 | (2) |
|
Printing and Saving Reports |
|
|
643 | (20) |
|
Saving and Organizing Reports |
|
|
643 | (9) |
|
|
|
644 | (2) |
|
|
|
646 | (2) |
|
|
|
648 | (2) |
|
|
|
650 | (2) |
|
Adding Reports to the Tool Bar |
|
|
652 | (2) |
|
|
|
652 | (1) |
|
Viewing the report from the tool bar |
|
|
653 | (1) |
|
|
|
654 | (4) |
|
|
|
658 | (5) |
|
Customizing print features |
|
|
658 | (2) |
|
|
|
660 | (2) |
|
|
|
662 | (1) |
|
Book VIII: Small Business Finances |
|
|
663 | (102) |
|
Quicken Premier Home & Business |
|
|
665 | (18) |
|
What You Get with Quicken Home & Business |
|
|
665 | (4) |
|
Is Quicken Home & Business for you? |
|
|
666 | (2) |
|
Advantages to using Quicken for a small business |
|
|
668 | (1) |
|
Structuring Your Categories for a Small Business |
|
|
669 | (14) |
|
Typical business categories |
|
|
669 | (2) |
|
Creative use of subcategories |
|
|
671 | (6) |
|
|
|
677 | (6) |
|
Tracking Accounts Payable and Accounts Receivable |
|
|
683 | (30) |
|
Welcome to the World of Accrual Basis Bookkeeping |
|
|
683 | (2) |
|
Using Quicken's Accounts Receivable and Invoicing Features |
|
|
685 | (1) |
|
Setting Up Accounts Receivable |
|
|
686 | (3) |
|
Accounts Receivable and Your Reports |
|
|
689 | (15) |
|
|
|
689 | (6) |
|
|
|
695 | (4) |
|
|
|
699 | (5) |
|
Using Quicken's Accounts Payable Feature |
|
|
704 | (9) |
|
|
|
705 | (3) |
|
|
|
708 | (4) |
|
Producing a payables report |
|
|
712 | (1) |
|
Tracking Jobs and Payroll |
|
|
713 | (24) |
|
Keeping Track of Your Projects |
|
|
713 | (12) |
|
Setting up your Project/Job list |
|
|
714 | (3) |
|
|
|
717 | (3) |
|
|
|
720 | (5) |
|
Tracking Payroll in Quicken |
|
|
725 | (12) |
|
Setting up payroll in Quicken |
|
|
726 | (4) |
|
|
|
730 | (1) |
|
|
|
731 | (2) |
|
Entering a paycheck in Quicken |
|
|
733 | (4) |
|
|
|
737 | (14) |
|
Recording Your Business's Fixed Assets |
|
|
737 | (5) |
|
Looks like we need some more categories |
|
|
739 | (1) |
|
Time to go computer shopping! |
|
|
740 | (2) |
|
|
|
742 | (3) |
|
|
|
745 | (3) |
|
Selling, Losing, Throwing Away, or Otherwise Getting Rid of Your Asset |
|
|
748 | (3) |
|
Business Forms and Reports |
|
|
751 | (14) |
|
Getting to Know Common Business Forms |
|
|
751 | (11) |
|
Standard forms available from Intuit |
|
|
752 | (2) |
|
|
|
754 | (1) |
|
Using the spreadsheet and word processor |
|
|
754 | (1) |
|
Customizing forms in Quicken |
|
|
755 | (7) |
|
Creating Business Reports in Quicken |
|
|
762 | (3) |
|
|
|
|
Appendix A: Backing Up Data |
|
|
|
Appendix B: Aggravating Things About Quicken |
|
|
|
Appendix C: Resources for Personal Finance |
|
|
|
Appendix D: Getting Help with Quicken |
|
|
| Index |
|
765 | |
Other versions by this Author