Getting Started With Quicken 2000
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; and balance their checkbook.
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
* Balance a checkbook
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: Balancing a Checkbook
Reconciling a Bank Statement
Printing a Reconciliation Report
Correcting Differences