Keep Going With Quicken 2000 for Windows

Course description

Overview: Students will learn how to set up and customize graphs; track loans and mortgages; work with asset and liability accounts; create and use investment accounts; budget; and set up and work with category groups.

Prerequisites: You can successfully complete this course without any knowledge of finances or accounting. It is recommended that first time Quicken Students complete Get Going With Quicken 2000 for Windows before enrolling in this course.

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:

*              Use graphs

*              Track loans and mortgages

*              Work with asset and liability accounts

*              Create investment accounts and securities

*              Use investment accounts

*              Budget funds

*              Work with category groups

Course content

Lesson 1: Getting Started

About Quicken

About the Quicken Operating Environment

How to Exit from Quicken

             Lesson 2: Using Graphs

                                Creating a New Graph

                                Working with a Graph

                                Working with a Net Worth Graph

                                Customizing a Graph

                                Printing a Graph

                                Lesson 3: Tracking Loans and Mortgages

                                Setting up a Loan

                                Adjusting the Interest Rate

                                Making a Loan Payment

                                Lesson 4: Working with Asset and Liability Accounts

                                Setting Up Asset and Liability Accounts  

                                Using Asset and Liability Accounts

                                Updating the Balances on Asset and Liability Accounts

                                Lesson 5: Creating Investment Accounts and Securities

                                Setting Up a Regular Investment Account

                                Recording Security Price History

                                Lesson 6: Using Investment Accounts

                                Buying and Selling Securities

                                Importing Prices

                                Creating Investment Reports

                                Creating Investment Graphs

                                Lesson 7: Budgeting

                                Setting Up a Budget

                                Creating Budget Reports and Graphs

                                Lesson 8: Working with Category Groups

                                Setting Up a Category Group

                                Managing a Category Group

                                Removing a Category from a Category Group

                                Budgeting with a Category Group