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Remove the mystery from your finances with Quicken 2014, the one-stop shop for managing your money and charting your financial future. In this course, Sally Norred takes you on a tour of this powerful personal finance tool, showing how to connect with your bank, and integrate your savings, retirement, loan, and credit card accounts to see the big picture of your financial health. Learn how Quicken automatically tracks and categorizes your spending, and then see how to customize this tracking to suit your needs. Walk through setting up bill and income reminders to stay on top of important payment dates and developing a budget that gives you the information you need to make sound financial decisions. Once you understand the basics, discover Quicken's tools for helping you get out of debt as soon as possible and create savings goals for your next big purchase. Last, see how to get the most out of your investments and check out the Quicken mobile app, which allows you to track purchases using photos of receipts taken with your mobile device.
One of the most powerful features of the account register in Quicken, is the ability to sort,search and filter your transactions to easily find the details for our past payment or deposit. From time to time, you may need to find a past transaction or a group of transactions in the account register in Quicken. For example, you may want to compare your payments you've made to a specific payee over the last year. Find all your expenses for a trip, or find out how much you've earned in your last paycheck. Quicken can do a lot of easy ways to sort, search for, and filter your transactions in your spending accounts.
You can always use the scroll bar along the right hand side of the register to scroll through transactions. This may be an easy way to search the transaction, if the transaction is recent. You'll see a date change as you scroll. This represents the date of the transaction that will appear at the top of the register window when you stop scrolling. If you want to search on a specific key word, such as payee or a note or a tag you've made. You can search the register using the search field. I'll search on Starbucks to find any payments Jeannie's made to Starbucks. Click the X to remove the search criteria and return to the full register.
You can also, sort on any of the register columns simply by clicking the Title of the column. By default, transactions are sorted by date with the most recent transaction at the bottom. You can sort this for the most recent transactions at the top. You can also sort by check number, payee or category. For example, if you're looking at this month's insurance payment and you want to compare it quickly to other payments, you could sort the Payee column to see all of these transactions in order. You do this same kind of sorting on any of the other columns as well. You can also filter your transactions by using these dropdown menus along the top.
You can see a limited range of transaction dates, or just see payments, or just see cleared or uncleared transactions. For example, if I'd like to see all my payments that have cleared through my bank in the last 30 days, I'd select Last 30 days, payments, and cleared. And I see a filtered list, of the payments that have cleared in the last 30 days. Click Reset to return to the original account register.
The account registers for your spending accounts are likely where you'll spend most of your time when you're working with Quicken. Practice searching, sorting, and filtering your transactions so you can easily find the transactions you need to work with.
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