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Using the Account Bar


From:

Quicken 2014 Essential Training

with Sally Norred

Video: Using the Account Bar

The Account bar in Quicken allows you to see your account balances at a glance and conveniently navigate between your accounts. Before we talk about how to use the Account bar, I'll show you how to make the Account bar fully visible in the working area of your Quicken software. If you don't see the Account bar, it may have been minimized or turned off. If it's been minimized, you'll see a tab with the word Accounts to the left of the Home tab. Click the small arrow to the left of the word Accounts to restore the Account bar to its full size along the left side of the screen. Now, I know we haven't added all these accounts that are listed here, but I wanted to show you a fully populated version of the account bar for demonstration purposes.
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  1. 47s
    1. Welcome
      47s
  2. 10m 45s
    1. What is Quicken 2014 Premier?
      2m 45s
    2. Defining common Quicken terminology
      2m 58s
    3. Touring the Quicken interface
      5m 2s
  3. 36m 42s
    1. Setting up your Intuit ID
      2m 54s
    2. Using the Account Bar
      2m 46s
    3. Understanding account types
      3m 59s
    4. Adding your first account
      3m 11s
    5. Updating your accounts
      3m 44s
    6. Setting up your Password Vault
      2m 55s
    7. Adding other spending and savings accounts
      5m 15s
    8. Adding investing and retirement accounts
      4m 45s
    9. Adding property and asset accounts
      2m 44s
    10. Adding loan and debt accounts
      4m 29s
  4. 42m 13s
    1. Understanding spending account registers
      4m 59s
    2. Searching, sorting, and filtering transactions
      2m 31s
    3. Downloading transactions for a specific account
      1m 53s
    4. Entering spending transactions manually
      2m 15s
    5. Understanding transaction categories
      2m 42s
    6. Categorizing transactions
      4m 37s
    7. Customizing the Category List
      3m 54s
    8. Recording split transactions
      3m 31s
    9. Transferring funds between accounts
      1m 21s
    10. Saving time with memorized payees and QuickFill
      4m 30s
    11. Reconciling accounts
      4m 8s
    12. Using the Spending tab
      2m 28s
    13. Creating and understanding spending reports
      3m 24s
  5. 20m 8s
    1. Using the Bills tab
      4m 6s
    2. Setting upcoming bill reminders
      5m 11s
    3. Setting upcoming income reminders
      4m 6s
    4. Projecting future account balances
      2m 54s
    5. Using Quicken Bill Pay
      3m 51s
  6. 24m 39s
    1. Using the Planning tab
      2m 34s
    2. Creating a budget
      5m 48s
    3. Creating a debt-reduction plan
      3m 53s
    4. Using the Lifetime Planner
      3m 32s
    5. Using the Tax Center
      3m 29s
    6. Creating savings goals
      5m 23s
  7. 18m 11s
    1. Using the Investing tab
      4m 22s
    2. Viewing your portfolio
      4m 45s
    3. Tracking your portfolio performance
      3m 10s
    4. Monitoring asset allocation
      3m 46s
    5. Creating and understanding investment reports
      2m 8s
  8. 10m 58s
    1. What is the Quicken mobile app?
      2m 51s
    2. Installing the Quicken mobile app
      3m 59s
    3. Quicken mobile app overview
      4m 8s
  9. 33s
    1. Next steps
      33s

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Watch the Online Video Course Quicken 2014 Essential Training
2h 44m Appropriate for all Jun 19, 2014

Viewers: in countries Watching now:

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.

Topics include:
  • Touring the interface and setting up an Intuit ID
  • Understanding account types
  • Adding and updating accounts
  • Tracking spending
  • Searching, sorting, and filtering transactions
  • Categorizing transactions and customizing categories
  • Reconciling accounts
  • Creating and understanding spending reports
  • Projecting future balances
  • Using Quicken Online Bill Pay
  • Creating a budget
  • Creating a debt reduction plan and savings goals
  • Using the Lifetime Planner and the Tax Center
  • Tracking investments
  • Viewing your investment portfolio
  • Creating and understanding investment reports
  • Using the Quicken mobile app
Subject:
Business
Software:
Quicken
Author:
Sally Norred

Using the Account Bar

The Account bar in Quicken allows you to see your account balances at a glance and conveniently navigate between your accounts. Before we talk about how to use the Account bar, I'll show you how to make the Account bar fully visible in the working area of your Quicken software. If you don't see the Account bar, it may have been minimized or turned off. If it's been minimized, you'll see a tab with the word Accounts to the left of the Home tab. Click the small arrow to the left of the word Accounts to restore the Account bar to its full size along the left side of the screen. Now, I know we haven't added all these accounts that are listed here, but I wanted to show you a fully populated version of the account bar for demonstration purposes.

Without any accounts in here, explaining how to use the Account bar wouldn't make much sense. Now if the Account bar has been turned off, you won't see the Accounts tab, and you'll need to use the Navigation Preferences in the Edit menu to turn it back on. Click Edit, select Preferences, and in the left pane, click Navigation. Under Account bar, make sure Show Account Bar is checked. You can display it on the left or on the right side of the screen, but the default is to display it on the left. Now that the account bar is fully visible, let's take a quick tour.

First, notice that all the accounts that you've added into Quicken are listed in the accounts bar and categorized by type, banking, investing, property and debt. The category will only be displayed if you've added an account of that type. Second, notice that the Account bar lists your most recently updated account balance, for each of your accounts, as well as a summary of your balance in each category. And a full net worth number, at the bottom of the Account bar. Remember, the main purpose of the Account bar is so you can switch between your account quickly and easily.

To see the detail of an account, click on the name of the account. I'm going to click on the name of Jeannie's Checking to see her checking account register. You can switch to another account in the list by clicking on the name of any other account. I'll click on Jeannie's Amex to see Jeannie's American Express credit card account register. You can add another account to the list by clicking the Add an Account button at the bottom of the Account bar. You can do a one step update by clicking the One Step Update circular blue arrow at the top of the Account bar.

You can also see all of your transactions in any of your banking accounts, by clicking the All Transactions button here. This can be very handy if you have multiple credit cards or checking accounts that you use for your everyday spending. You can access a more complete picture of your accounts by opening the Account list with this wheel shaped button along the top of the Account bar. Almost all the important function of Quicken are available to you in this Account bar. Getting comfortable with the Account bar will make you day to day use of Quicken much faster and easier

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