Quicken 2001 Deluxe for Macintosh: The Official Guide

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ISBN: 9780072127751 | 0072127759
Cover: Paperback
Copyright: 10/1/2000

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This revision of the bestselling Quicken guide updates the new features in Quicken 2001. It focuses on the practical use of Quicken, not just how-to instructions. Readers learn how to save time by organizing finances and automating tasks, save money by managing investments, and achieve financial goals. 275 illustrations and 2-color design.

Acknowledgments

xiii

Introduction

Part I Quicken Setup and Basics

Getting to Know Quicken

(34)

What Is Quicken?

(2)

What Quicken Can Help You Do

(1)

Save Time, Save Money, Get Smarter

(1)

Getting Started

(6)

Installing Quicken

(2)

Quicken 2001 Deluxe Components

(1)

Launching Quicken

(1)

Personalizing and Registering Quicken

(1)

Preparing a Data File

(2)

Quitting Quicken

(1)

The Quicken Interface

(3)

Quicken Controls

(3)

Windows

(2)

Dialog Boxes

(1)

Customizing Quicken

(15)

Setting Quicken Preferences

(15)

Onscreen Help

(5)

Quicken Help

(2)

User Guide

(3)

Setting Up Accounts and Categories

(16)

Before You Begin

(1)

Data Files

(1)

Accounts and Categories

(1)

What You Need

(1)

Creating a Quicken Data File

(2)

Accounts

(5)

Types of Accounts

(1)

Displaying the Accounts List Window

(1)

Setting Up Accounts

(3)

Managing Accounts

(1)

Categories

(7)

Types of Categories

(1)

Subcategories

(1)

Displaying the Categories & Transfers List Window

(1)

Creating a New Category

(1)

Creating a Subcategory

(1)

Managing Categories

(4)

Going Online with Quicken and Quicken.com

(26)

Why Go Online?

(2)

If You Have a Bank Account, You Can Benefit

(1)

If You Have Credit Cards, You Can Benefit

(1)

If You Invest, You Can Benefit

(1)

If You Want to Save Money, You Can Benefit

(1)

Enough Already!

(1)

Security Features

(1)

PINs

(1)

Encryption

(1)

Other Security Methods

(1)

What You Need

(3)

Internet Service Provider (ISP)

(1)

Internet Connection Methods

(1)

More About Modems

(1)

Fringe Benefits

(1)

Setting Up, Testing, and Troubleshooting Your Connection

(4)

Using Apple's Internet Setup Assistant

(1)

Testing Your Connection

(3)

Troubleshooting

(1)

Introducing Quicken.com

(15)

An Introduction to Web Surfing

(2)

Working Offline

(1)

Accessing Quicken on the Web

(5)

Quicken Financial Partners

(7)

Part II Managing Your Bank and Credit Card Accounts

Recording Bank and Credit Card Transactions

(28)

Overview of Accounts and Transactions

(4)

Bank Accounts

(1)

Cash Accounts

(1)

Credit Card Accounts

(2)

Entering Transactions

(14)

Using Account Registers

(8)

Writing Checks

(2)

Transferring Money

(1)

Using QuickEntry

(2)

Working with Existing Transactions

(4)

Searching for Transactions

(2)

Changing Transactions

100

(2)

Printing Checks

102

(5)

Getting the Right Checks

102

(1)

Setting Up

102

(1)

Printing

103

(4)

Online Banking with Quicken

107

(30)

Why Do Your Banking Online?

108

(4)

Benefits

109

(2)

Costs

111

(1)

Security

111

(1)

Setting Up Online Financial Services

112

(4)

Applying for Online Account Access and Online Payment

112

(1)

Enabling Online Banking

112

(4)

Downloading Transactions

116

(6)

Opening the Download Transactions Window

116

(1)

Getting Online Data

117

(1)

Comparing Downloaded Transactions to Register Transactions

118

(3)

Paying Your Credit Card Bill

121

(1)

Making Payments

122

(8)

Entering Online Payee Information

123

(1)

Entering Payment Instructions

124

(2)

Scheduling Repeating Online Payments

126

(1)

Setting Up Online Loan Payments

127

(1)

Sending Payment Instructions

127

(1)

Canceling a Payment

128

(2)

Exchanging E-Mail with Your Financial Institution

130

(2)

Opening the E-Mail Window

130

(1)

Creating an E-Mail Message

131

(1)

Exchanging E-Mail Messages

131

(1)

Reading an E-Mail Message

131

(1)

Transferring Money Between Accounts

132

(5)

Part III Tracking Your Investments

Tracking Investments

137

(36)

Investment Basics

138

(3)

Types of Investments

138

(1)

The Importance of Portfolio Management

139

(2)

Setting Up Accounts

141

(2)

Investment Accounts

141

(1)

Account Setup Options

142

(1)

Setting Up Securities

143

(3)

Working with the Securities List Window

143

(2)

Adding a New Security

145

(1)

Editing a Security

146

(1)

Recording Investment Transactions

146

(14)

Before You Start

147

(1)

Working with an Investment Register

147

(1)

Using Investment Actions

148

(8)

Entering Advanced Transactions

156

(3)

Editing Transactions and Adjusting Balances

159

(1)

Viewing Your Investments

160

(9)

The Portfolio Window

160

(4)

The Security Detail Window

164

(5)

Tracking Security Values

169

(4)

Entering Security Prices

170

(1)

Viewing Market Values and Performance

171

(2)

Using Online Investment Tracking Tools

173

(12)

Using Quicken Quotes

174

(6)

Setting Up Securities for Downloading Quotes

175

(3)

Getting Historical Prices

178

(2)

Web Portfolio Export

180

(5)

Exporting Your Portfolio to Quicken.com

180

(1)

Viewing Your Portfolio and Related Alerts Online

181

(4)

Maximizing Investment Returns

185

(26)

Investment Basics

186

(7)

Types of Investments

186

(2)

Investment Considerations

188

(2)

Getting Started

190

(2)

Remember to Diversity!

192

(1)

Checking Investment Performance

193

(2)

Reports

193

(2)

Graphs

195

(1)

Quicken.com Resources

195

(8)

Research Security

196

(2)

Security Evaluator

198

(1)

Portfolio Analysis

199

(2)

The Investing Channel

201

(2)

Worksheets

203

(8)

Part IV Managing Your Assets and Debt

Monitoring Assets and Loans

211

(22)

The Basics

212

(2)

Assets and Liabilities

212

(1)

Loans

212

(1)

Setting Up Asset and Liability Accounts

213

(1)

Tracking a Loan

214

(7)

The Loans Window

214

(1)

Setting Up a Loan

215

(5)

Viewing Loan Information

220

(1)

Making a Loan Payment

221

(1)

Recording Other Asset Transactions

221

(3)

Adding and Disposing of Assets

221

(1)

Updating Asset Values

222

(2)

Quicken Home Inventory

224

(3)

Entering and Updating Information

224

(2)

Customizing Options

226

(1)

Printing Home Inventory Reports

227

(1)

Saving Your Entries

227

(1)

Emergency Records Organizer

227

(6)

Entering Information

227

(2)

Printing Reports

229

(1)

Saving Your Entries

230

(3)

Minimizing Home, Car, and Insurance Expenses

233

(36)

Mortgage and Loan Basics

234

(5)

Types of Loans

264

Loan Considerations

236

(3)

Preparing for a Major Purchase

239

(8)

Gathering Financial Fitness Information

239

(2)

Getting Current Interest Rates

241

(2)

Calculating the Cost of a Loan

243

(3)

Learning What You Can Afford

246

(1)

Insurance Basics

247

(7)

Types of Insurance

249

(3)

Insurance Terminology

252

(2)

Reseraching Insurance Online

254

(3)

Auto Risk Evaluator

254

(1)

Insaurance Quotes

255

(1)

Insurance Channel

256

(1)

Worksheets

257

(12)

Part V Saving Money and Achieving Your Goals

Saving Money at Tax Time

269

(18)

The Importance of Tax Planning

270

(3)

Why Plan for Tax Time?

270

(1)

What You Can Do

271

(2)

Specifying Tax Information in Accounts and Categories

273

(4)

Why Enter Tax Information?

273

(1)

Setting Portfolio Accounts As Taxable

274

(1)

Setting Categories As Tax Related

274

(2)

Assigning Tax Links

276

(1)

Quicken and Quicken.com Tax Tools

277

(6)

Quicken Tax Planner

277

(4)

Tax Deduction Finder

281

(2)

Tax Reports

283

(4)

Saving Money and Reducing Debt

287

(28)

Saving Basics

288

(5)

Why Save?

288

(1)

Saving Strategies

289

(1)

Types of Savings Accounts

290

(2)

Quicken and Quicken.com Saving Tools

292

(1)

Reducing Your Debt

293

(6)

Breaking the Pattern

294

(1)

Shopping for Cards with Better Interest Rates

295

(1)

Consolidating Your Debt

296

(1)

Using Charge Cards, Not Credit Cards

296

(1)

If You Can't Stop Spending, Get Help

297

(1)

Quicken.com's Debt Reduction Planner

297

(1)

Living Debt-Free

298

(1)

Budgeting

299

(11)

Creating a Budget

299

(3)

Fine-Tuning a Budget

302

(5)

Managing Multiple Budgets

307

(1)

Monitoring Budget Status

307

(3)

Forecasting

310

(5)

Working with the Forecast Window

310

(5)

Planning for the Future

315

(18)

Planning for Retirement

316

(3)

The Importance of Planning

316

(1)

Planning Steps

317

(1)

Don't Wait! Act Now!

318

(1)

Retirement Funds

319

(4)

Social Security

319

(1)

Pension Plans

320

(1)

Tax-Deferred Savings and Investments

321

(1)

Other Savings and Investments

322

(1)

Using Quicken and Quicken.com Planning Tools

323

(10)

Quicken's Planning Calculators

323

(2)

Quicken.com Resources

325

(3)

Retirement Channel

328

(5)

Part VI Working with Quicken Data

Automating Quicken Transactions

333

(20)

QuickFill and Memorized Transactions

334

(4)

How It Works

334

(1)

Working with the QuickFill Transactions List

335

(1)

Editing QuickFill Transactions

336

(1)

Memorizing Transactions

337

(1)

Bills and Scheduled Transactions

338

(15)

Entering vs. Scheduling Transactions

338

(1)

Using the Scheduled Transactions List

338

(5)

Bill Tracking

343

(1)

Bill Matching

344

(2)

Working with the Calender

346

(4)

Using BillMinder

350

(3)

Reconcilling Accounts

353

(10)

The Importance of Reconciling Accounts

354

(1)

Reconcilation Basics

355

(3)

Getting Started

355

(1)

Comparing Transactions

356

(1)

Finishing Up

357

(1)

Other Reconciliation Tasks and Features

358

(5)

Reconciling Credit Card Accounts

359

(1)

Identifying Reconciled Items

360

(3)

Insights, Reports, and Graphs

363

(20)

Quicken Insights

364

(4)

Overview of the Insights Window

364

(3)

Customizing the Insights Window

367

(1)

Reports and Graphs

368

(15)

Types of Reports and Graphs

369

(1)

Creating Reports and Graphs

370

(3)

Customizing Reports and Graphs

373

(4)

Memorizing Reports and Graphs

377

(2)

Printing Reports, Graphs, and Quicken Windows

379

(4)

Index

383

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Quicken 2001 Deluxe for Macintosh: The Official Guide

Summary

Table of Contents

Supplemental Materials