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
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