Quicken

1
Quicken

• Goals
• Open Quicken
• Open new account in Quicken
• Enter account data
• Reconciliation using Quicken
• Develop Reports with Quicken
• Printout Reports

2
Quicken

• Steps
• Select gt Start gt Programs gt Quicken 98
• Select gt File gt New gt New Quicken Account
• Select Checking as the type of account
• Name the Account Wrights-YourName
• Name the Description Bus Math Period

3
Quicken

• Steps
• Select Yes when asked about last statement
• Enter Statement Date of 5/31/2006
• Enter Account Ending Balance as 6208.51
• Select NO when asked about online services
• Verify Summary

4
Quicken

• Steps
• Enter Data
• 2- Deposits
• 6- Check
• You should have the balance of 8361.10
• Select gt Reconcile Icon at top of window
• Enter Bank Statement Ending Balance
• Enter Service Charges with date
• Enter Interest Earned with date

5
Quicken

• Steps
• Click Finish
• When asked to create a report gt Select Yes
• Name Report Your Name-Wrights
• Enter Bank Statement Date as of 6/30/2006
• Select gt Summary
• Print Out Report (2 Pages)
• Select gt Report Icon at top of Window
• Select Register and Print Report (1 Page)