Get Going With Quicken 2001

Course description

Overview: Students will learn how to set up and use new accounts; set up and use transaction categories; work with transactions in the register; transfer funds between accounts; split transactions; use memorized transactions; schedule transactions with the Financial Calendar; balance their checkbook; create, customize and print reports; and set up and use Online services.

Prerequisites: You can successfully complete this course without any prior software knowledge or computer experience. A basic understanding of the computer operating system you are using is recommended.

Performance-based objectives

Lesson objectives help Students become comfortable with the course, and also provide a means to evaluate learning. Upon successful completion of this course, Students will be able to:

*           Set up accounts           

*           Categorize transactions

*           Add transactions to the register

*           Transfer funds

*           Split transactions

*           Use memorized transactions

*           Schedule transactions

*           Balance a checkbook

*           Create reports

*           Set up online services

*           Use online services

Course content

Lesson 1: Getting Started

About Quicken

About the Quicken Operating Environment

How to Exit from Quicken

                        Lesson 2: Setting Up Accounts

Starting Quicken

Setting Up a New File

Quicken Account Types

Setting Up a Checking Account

Setting Up a Credit Card Account

Selecting and Using an Account

Editing Account Information

Deleting an Account

                        Lesson 3: Categorizing Transactions

Using Quicken’s Preset Categories

Setting Up New Categories

Deleting a Category

                        Lesson 4: Adding Transactions to the Register

Entering Checks and Deposits in a Checking Account

Entering Charges and Payments in a Credit Card Account

Revising an Entered Transaction

Printing the Register

                        Lesson 5: Transferring Funds

Transferring Money between Checking Accounts

Transferring Money into a Savings Account

Entering Cash Advances

Making a Credit Card Payment

Moving to a Parallel Transaction

                        Lesson 6: Splitting Transactions

                        Splitting a Check

                        Spitting a Credit Card Transaction

                        Splitting a Deposit

                        Lesson 7: Using Memorized Transactions

Changing QuickFill Preferences

Memorizing and Recalling Transactions

Editing and Deleting Memorized Transactions

                        Lesson 8: Scheduling Transactions

Scheduling Individual Transactions

Setting Up a Transaction Group

Scheduling Transactions on the Financial Calendar

Adding Notes to the Financial Calendar

            Lesson 9: Balancing a Checkbook

            Reconciling a Bank Statement

            Printing a Reconciliation Report

            Correcting Differences

                        Lesson 10: Creating Reports

                        Creating an EasyAnswer Report

                        Setting Up a Report

                        Working With a Report

                        Customizing a Report

                        Matching Report Items

                        Printing a Report

                        Lesson 11: Setting Up Online Services

                        Understanding Online Services

                        Setting Up for Online Services

                        Enabling Accounts for Online Services

            Connecting to a Bank

Lesson 12: Using Online Services

                        Sending e-mail to your Bank

                        Creating an Online Payment

                        Creating an Online Transfer

                        Creating a Repeating Online Transfer

                        Transmitting to your Bank

                        Canceling an Online Payment

                        Checking Bank and Payee Information