November 2005
Beginner
428 pages
10h 2m
English
Content preview from Quicken 2006 for Starters: The Missing ManualBecome an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.
Chapter 2. Accounts and Categories
Quicken abounds with tools to help you plan, track, and analyze your finances. If you use the Quicken Guided Setup as described in Chapter 1, it creates an assortment of accounts and categories for you. That arrangement’s a mere starting point, though.
This chapter defines Quicken’s various account types and shows you how to set up new accounts, as well as manage existing ones. You’ll also learn how to organize your finances by category, so you can see where your money’s coming from and what you’re spending it on.
Armed with this knowledge, you can make changes to your data file as your financial needs change over time. For example, whenever you switch banks, succumb to a fabulous credit card offer, or take out a home equity loan to get your mobile dog-grooming business going, you’ll need a new account. Or say you get married and need new accounts and categories to track your husband’s salary, taxes, and all those salon facials.
Tip
Sometimes, the arrival of a new business or person in your life means you need to create an additional data file as well. See the box on Section 2.1.
How Accounts and Categories Work
As you learned in the previous chapter, an account in Quicken corresponds to an account you have at a financial institution, like a checking account at a bank, a savings account at a credit ...
Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
and much more.
Read now
Unlock full access
More than 5,000 organizations count on O’Reilly
O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.Julian F.
I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.Addison B.
I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.Amir M.
I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.