Go BackQuicken 98: Getting Started

Synopsis
Quicken 98: Getting Started provides an introduction to using Quicken to track your personal finances.

Audience
This course is for individuals who are just starting to use Quicken for their personal finances.

Time
4 hours

Product Code: QKNC01
After completing Quicken 98: Getting Started, the user should be able to:


 
Set up Quicken
Create various types of accounts
Record basic transactions
Track loan payments
Reconcile an account
Use transaction categories
Use the paycheck wizard

Introduction to Quicken
 
Managing your accounts
Planning bill payments
Budgeting and forecasting

Getting Started with Quicken
 
New user setup
Backing up your data

Creating Accounts
 
Understanding quicken accounts
Creating a new account

Recording a Basic Transaction
 
Understanding the fields in a transaction
Using categories in your transactions
Creating a category split

Entering a Paycheck
 
Using the paycheck wizard
Including deductions

Managing Loans
 
Creating a new loan
Setting up loan payments

Working with Transactions
 
Recording an account transfer
Locking transactions
Editing, deleting, and voiding transactions

Reconciling Accounts
 
Reconciling a checking account
Reconciling a credit card account

This course is distributed with
 
Exercises that allow users to practice in Quicken 98
A file containing the text of the exercises
Simulations that allow users to practice course skills, even if they don't have access to the Quicken 98 product
A Quicken 98 glossary


 

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