Home Finance

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Home Finance

• Quicken

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Quicken Accounts

• Checking Accounts
• Savings Account
• Credit Card Accounts
• Liability Accounts
• Investment Accounts
• Taxable or IRA
• Real Asset Accounts

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Checking Account

• Check Book Register
• Enter Checks and Deposits Manually, download from
  Bank or Scheduled
• Categorize each entry
• Compare Spending Income with reports and graphs
• Transfer funds between accounts
• Reconcile Quicken with Bank Statement
• Enter reoccurring items automatically

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Checkbook Register
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Three ways to Enter Items

• Manually
• Download from Bank or Financial inst
• Scheduled (Reoccurring Transactions)

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Scheduled Entries
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Setting Up a Scheduled Transaction
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Categories
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Lots of Report Options
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Category Reports
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Transactions by Payee
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Credit Card Register

• Same Concept as checking account.

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Reconcile
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Reconcile
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Reconcile
At this point a box will pop up for you to
indicate How you want to pay (by bank) and
amount will show Up in checkbook register.
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Reconcile
Brackets here indicate an entry from another
account
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Investment Accounts

• After Tax and IRA kept separate
• Brokerage Account
• Stocks, bonds, mutual Funds
• Account for Individual Mutual Fund
• Individual Accounts for REITs, Tax Credit
• Security Values are Updated Automatically by
  download from Quicken On-Line (anything with a
  symbol)

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Single Mutual Fund
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Single Mutual Fund(Contd)
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Single Mutual Fund (Contd)
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Updating Investment Value
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Handling a REIT
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Manual Data Entry
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Handling a REIT (Contd)
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Handling CDs
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Setting up an Account
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Setting Up an Account
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Setting Up an Account
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Big Picture

• You have entered all your Bank, Savings accounts
• You have entered all your investments, both After
  Tax and IRA
• You have entered all your assets (house, car,
  airplane, etc)
• You have entered your debt
• Your Total Financial State is in Quicken

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Display your Net Worth
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Summary

• Quicken has evolved to be a great tool in
  managing your finances.
• Reports are great for doing your taxes
• Be sure to backup your Quicken Data often.