Quicken 2015 For Dummies

ISBN-13: 9781118920138 / Angielski / Miękka / 2014 / 384 str.

Stephen L. Nelson

Opis

Take control of your personal finances with this popular, easy guide Quicken is the country's most popular and highly recommended personal finance software, and with Quicken For Dummies, you can harness the power of this practical financial tool to manage bills, reconcile bank accounts, track investments, and much more Personal finance expert and CPA Stephen L. Nelson lends his expertise to this accessible, easy-to-read guide, which has been fully updated to reflect the new features of Quicken available in its newest version. You can quickly learn how to use Quicken to record credit card transactions, track mortgages and other liabilities, minimize taxes, maximize savings, maintain detailed records, and build a solid foundation for creating better financial plans.

• Covers updated features in the newest version of the increasingly popular Quicken software
• Empowers readers to fight the bad habits and decisions that lead to large debts and minimal or nonexistent savings
• Demystifies the software's features for tracking everyday finances, managing investments, and evaluating the tax implications of financial decisions
• Offers invaluable advice and expertise from author Stephen L. Nelson, a recognized authority on personal finance

Every step toward better finances is a step in the right direction. Let Quicken For Dummies start your journey toward increased savings, lowered debt, and a more secure financial future.

Spis treści

Introduction 1

Part I: Zen, Quicken, and the Big Picture 5

Chapter 1: Setting Up Shop 7

Chapter 2: Introduction to the Big Picture 23

Chapter 3: Maximum Fun, Maximum Profits 45

Part II: The Absolute Basics 57

Chapter 4: Checkbook on a Computer 59

Chapter 5: Printing 101 87

Chapter 6: Online and In Charge 99

Chapter 7: Reports, Charts, and Other Cool Tools 107

Chapter 8: A Matter of Balance 127

Chapter 9: Housekeeping for Quicken 139

Chapter 10: Compound Interest Magic and Other Mysteries 157

Part III: Home Finances 179

Chapter 11: Credit Cards, Petty Cash, and PayPal 181

Chapter 12: Other People′s Money 203

Chapter 13: Tracking Tax–Deferred Investments 227

Chapter 14: Stocks and Bonds 253

Part IV: Very Serious Business 271

Chapter 15: Mind Your Business 273

Chapter 16: Managing Rentals 297

Part V: The Part of Tens 305

Chapter 17: (Slightly More Than) Ten Questions I′m Frequently Asked about Quicken 307

Chapter 18: (Almost) Ten Tips on How Not to Become a Millionaire 317

Chapter 19: (Almost) Ten Troubleshooting Tips 327

Part VI: Appendixes 331

Appendix A: Quick–and–Dirty Windows 8.1 333

Appendix B: Glossary of Business, Financial, and Computer Terms 349

Index 359

O autorze

Stephen L. Nelson is an author and CPA. He provides accounting, business advisory, tax planning, and tax preparation services to small businesses. He is the author of over 100 books, including all editions of QuickBooks For Dummies and Quicken For Dummies, which have sold more than 2 million copies.

Blurb

Learn to:

• Maintain detailed financial records
• Manage your bills, save money, and create a budget
• Reduce your debt and maximize your investments
• Categorize deductions and plan for tax time

Take control of your finances the Quicken way with this easy to use, complete guide!

If you re looking to get your finances organized, but don t know where to start, look no further than Quicken 2015 For Dummies. With this easy–to–understand guide, you ll discover how to set up accounts, track income and expenses, monitor your investments, pay the bills on time, and take the sting out of tax time with perfect organization!

• Set up shop dive right into Quicken with tips on installing and setting up the software and adding bank accounts
• The big picture get a complete view of what Quicken is, what it can do, and how you can add and modify categories and tags to keep track of your unique financial situation
• Budgeting basics figure out whether you need a budget, get tips for personal and business budgets, and get set up in Quicken
• Investment tracking keep track of all your investments in Quicken, with detailed cost information, unrealized gains reporting, and tax information
• Taxes, taxes, taxes make tax time less taxing with Quicken, featuring all of your financial information neatly packed into one system

Open the book and find:

• Tips on installing Quicken and setting up accounts
• How to use Quicken to track and organize your finances
• Tricks to overcoming typical software setup problems
• The lowdown on setting up and tracking budgets
• How to add, remove, and modify account categories
• How the features of Quicken can make you a power user
• Investment tracking tips to keep your portfolio in order