Join Sally Norred for an in-depth discussion in this video Understanding account types, part of Quicken 2014 Essential Training.
…Quicken allows you to add a variety of account…types for managing your finances and tracking your net worth.…Quicken categorizes your financial accounts into…four categories, spending & savings accounts,…investing and retirement accounts, property and…asset accounts and loan and debt accounts.…Let's review each of these account categories in detail to give a…detailed overview of the account types that are possible to track in Quicken.…Spending and savings accounts are those primary…accounts that you use for every day transactions.…These include bank accounts, such as…checking accounts or savings accounts, credit…card and line of credit accounts, money market accounts or even cash accounts.…
A cash account is exactly what it sounds like.…A place to keep track of any cash that you use for everyday spending.…For many people, tracking these everyday spending…accounts is their primary use of Quicken.…Investing and retirement accounts are those accounts…that you use for your long-term investments.…These include brokerage accounts, 401(k) or…
- 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
Skill Level Intermediate
1. Touring Quicken
2. Setting Up Accounts
3. Tracking Your Spending
4. Setting Up Bills and Income
5. Planning Your Financial Future
6. Tracking Investments
7. Using the Quicken Mobile App
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