Quicken 2014 Essential Training

with Sally Norred
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Quicken 2014 Essential Training
Video duration: 0s 2h 44m Appropriate for all


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


(steeldrum music) - [Voiceover] Hi, I'm Sally, and welcome to Quicken 2014 Essential Training. In this course, I'll show you some best practices for managing your money with Quicken 2014. First, we'll take a tour of the interface and learn how to set up your account in Quicken. Chapters one, two, and three will give you a solid foundation in learning Quicken 2014. We'll hit the more advanced topics in chapters four through seven. Then we'll take a closer look at tracking your spending and setting up your bills and income with Quicken.

After that, we'll talk about using Quicken 2014 to help plan your financial future and track your investments. Finally, I'll show you how to use the Quicken mobile app on your tablet or smart phone. Let's get started with Quicken 2014 Essential Training.

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