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Quicken 2014 Essential Training
Illustration by Neil Webb
Watching:

What is Quicken 2014 Premier?


From:

Quicken 2014 Essential Training

with Sally Norred

Video: What is Quicken 2014 Premier?

Before we learn how to use Quicken 2014 Premier, let's get clear about There's several versions of Quicken 2014, including Quicken 2014
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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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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
Subjects:
Business Productivity Home + Small Office Finance
Software:
Quicken
Author:
Sally Norred

What is Quicken 2014 Premier?

Before we learn how to use Quicken 2014 Premier, let's get clear about what the Quicken software does and how people use it to manage their money. Quicken 2014 Premier is personal finance management software developed by Intuit. This software allows you to balance your bank accounts and track your spending, income, loans and investments. You can import transactions and balances from participating banks and brokerages, directly into the Quicken software, by entering your user name and password for your financial institution. You can also categorize transactions in your checking and credit card accounts, until the budgets correlated with these categories to help you track your spending.

You can set up text and email alerts to notify you of information like upcoming bills or bank balance limits. Quicken 2014 Premier includes some extra features as well. There's a debt reduction planner. This helps you make a plan to pay off your debt efficiently. You can create savings goals to set up schedules savings plans for large expenses like a house or college tuition. There's a tax center that imports information from your TurboTax file to help you estimate and plan your taxes, and a Lifetime planner to help you project your financial future.

Quicken Premiere allows you to add your retirement and other investment accounts. Once you've add your investment accounts, Quicken shows you your overall portfolio value and compares your portfolio performance versus the market. It also tracks information like your cost basis and capital gains. Quicken 2014 Premier syncs with the Quicken 2014 mobile app. With the Quicken 2014 mobile app on your mobile device, you can view your spending account and budget balances, view, enter and edit transactions, and take pictures of receipts and save them to Quicken from your tablet or smartphone.

There's several versions of Quicken 2014, including Quicken 2014 Starter Edition, Quicken 2014 Deluxe, Quicken 2014 Premier, which we'll be talking about in this course, Quicken 2014 Home and Business, and Quicken 2014 Rental Property Manager. All of the Quicken 2014 products work for Windows desktop operating systems only. Quicken 2014 Premier includes all of the features of the starter edition and deluxe versions plus additional features for tracking investments. Intuit also offers a product called Quicken Essentials for Mac.

The Quicken Essentials for Mac software product is an earlier version of Quicken 2014, and it lacks many of the features of the Windows 2014 version. When you purchase Quicken, take the time to review the feature sets of the different Quicken products. To find out about current product feature sets and pricing, visit quicken.intuit.com. There's a lot you can do with Quicken 2014 Premier to help you manage your financial life. Most people purchase Quicken to help them balance their main spending account and track their spending. Explore the other features Quicken has to offer to make the most of this powerful money management tool.

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