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Quicken 2009 for Windows Essential Training

with Tom Negrino

Video: Welcome

Tom Negrino shares his strategies for gaining control of finances, balancing accounts, setting financial goals, and planning for the future.
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  1. 3m 12s
    1. Welcome
      1m 34s
    2. Using the example files
      1m 38s
  2. 12m 46s
    1. Touring the basic Quicken window
      1m 44s
    2. Using the Setup tab
      1m 55s
    3. Customizing the toolbars
      3m 25s
    4. Customizing your workspace preferences
      3m 39s
    5. Backing up your financial data
      2m 3s
  3. 14m 36s
    1. Understanding accounts, categories, and tags
      4m 6s
    2. Creating a checking or savings account
      2m 38s
    3. Creating a credit card account
      1m 48s
    4. Creating a cash account
      1m 29s
    5. Viewing the account list and editing account information
      4m 35s
  4. 6m 26s
    1. Reviewing the built-in categories
      2m 58s
    2. Adding new categories and subcategories
      2m 31s
    3. Editing and deleting categories
  5. 20m 58s
    1. Entering checks or deposits
      6m 0s
    2. Splitting transactions
      2m 56s
    3. Entering credit card transactions
      1m 41s
    4. Entering your paycheck
      4m 39s
    5. Tagging your transactions
      2m 31s
    6. Reviewing your financial position with the Cash Flow tab
      1m 48s
    7. Getting register reports
      1m 23s
  6. 12m 51s
    1. Transferring money between accounts
      1m 22s
    2. Editing, deleting, and voiding transactions
      1m 38s
    3. Finding and replacing transactions
      2m 37s
    4. Changing transaction categories
      1m 24s
    5. Scheduling transactions
      3m 25s
    6. Setting up alerts
      2m 25s
  7. 8m 3s
    1. Using the Write Checks window
      3m 52s
    2. Getting ready to print
      4m 11s
  8. 35m 17s
    1. Setting up an account for online banking
      9m 21s
    2. Downloading online transactions with Direct Connect
      4m 57s
    3. Downloading online transactions with Web Connect
      7m 22s
    4. Using One Step Update
      1m 58s
    5. Setting up online bill payment
      1m 27s
    6. Setting up online payees
      2m 59s
    7. Making online payments
      3m 16s
    8. Transferring money between accounts online
      2m 15s
    9. Using the PIN Vault
      1m 42s
  9. 7m 48s
    1. Balancing checking, savings, and credit card accounts
      2m 49s
    2. Correcting account differences
      3m 23s
    3. Avoiding going insane over small errors
      1m 36s
  10. 6m 22s
    1. Using the Bills tab
      1m 53s
    2. Using the Calendar
      2m 42s
    3. Scheduling online updates
      1m 47s
  11. 13m 14s
    1. Entering and tracking a mortgage
      6m 55s
    2. Entering and tracking a car loan
      6m 19s
  12. 9m 52s
    1. Adding a brokerage account
      4m 15s
    2. Adding an IRA
      2m 37s
    3. Adding a 401(k)
      3m 0s
  13. 9m 48s
    1. Creating a watch list
      2m 18s
    2. Updating investment accounts
      4m 19s
    3. Tracking your portfolio's performance
      3m 11s
  14. 16m 22s
    1. Creating reports
      6m 36s
    2. Modifying reports
      3m 47s
    3. Creating charts and graphs
      3m 32s
    4. Modifying charts and graphs
      2m 27s
  15. 10m 40s
    1. Using the Tax tab
      3m 12s
    2. Using the Tax Planner
      5m 32s
    3. Generating tax reports
      1m 56s
  16. 24m 10s
    1. Setting up a business account
      1m 53s
    2. Adding customers and vendors
      1m 55s
    3. Creating a customer invoice
      5m 7s
    4. Receiving a customer's payment
      1m 55s
    5. Issuing credits or refunds
      1m 53s
    6. Creating a bill
      2m 33s
    7. Paying a vendor
      1m 33s
    8. Applying credits and receiving refunds
      1m 32s
    9. Creating customized business reports
      3m 28s
    10. Generating business graphs
      2m 21s
  17. 25s
    1. Goodbye

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Quicken 2009 for Windows Essential Training
Video Duration: 0s 3h 32m Beginner


View Course Description

Tom Negrino shares his strategies for gaining control of finances, balancing accounts, setting financial goals, and planning for the future in Quicken 2009 for Windows Essential Training. This course covers the features found in the Deluxe, Premier, and Home & Business versions of Quicken. Tom shows not only how to manage personal accounts, but also how to generate invoices and track expenses for small business owners and the self-employed. He demonstrates ways to streamline data entry, write and print checks, pay bills online, create reports and graphs, and set up loans and investments. Tax planning is also discussed in detail. Example files accompany the course.

Topics include:
  • Creating cash, checking, savings, and credit card accounts
  • Balancing accounts and dealing with small errors
  • Reviewing overall financial status with Quicken's Cash Flow tools
  • Transferring money between online accounts
  • Entering and tracking a mortgage or car loan
  • Handling customer invoices and payments
  • Generating tax reports


Hi! I'm Tom Negrino and I would like to welcome you to Quicken 2009 for Windows Essential Training. I have written more than three dozen computer training books and seven of those were about Quicken for both Windows and Mac. I have also been writing about personal finance software for different computer magazines since the early 90s. I'm excited about teaching you Quicken 2009, because I believe that getting your finances under control is one of the most important things you will ever do. I say that because Quicken literally changed my life. When I first tried at using Quicken more than 15 years ago, my financial life was a mess.

I was living from paycheck to paycheck and I never seemed to know where my money was going. I realized that I was tired of feeling like my finances were out of control, so I bought a copy of Quicken. I started using it to figure out where I was going wrong with handling my money. Today, I always know my current fiscal situation. I'm not rich, but I don't stress about money any more and I'm following my plan for retirement. So to me, the main reason I get your finances organized with Quicken is to set you free of worry about money. Quicken makes managing your money easier and faster, so you have more time to do the things that you really want to be doing.

I can help you balance your checkbook too. There are several versions of Quicken available. In this training, we will be covering Quicken Deluxe through Quicken Home & Business. With Quicken Deluxe you can manage your checking, savings, credit card accounts and your investments. It's the right version for most people. If you have a home business or if you are self-employed, you want Quicken Home & Business, because it handles your personal accounts and has the ability to do invoicing and track business related expenses. So what are we waiting for? Let's get started.

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