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Table of Contents
About This Book
Three Foolish Assumptions
Beyond the Book
Where to Next?
Part I: Zen, Quicken, and the Big Picture
Chapter 1: Setting Up Shop
Installing and Starting Quicken
Finishing Setup If You’ve Used Quicken Before
Finishing Setup If You’ve Not Used Quicken Before
Already a Quicken user?
Are you new to Quicken?
Describing Your Banking
Slogging Through More Setup Stuff
Using Quicken Qcards
Starting Quicken for the second time
Using the Accounts bar
Navigating with tabs
Solving Tricky Setup Problems
Did somebody say Macintosh?
The mysterious case of the missing Quicken data files
Migrating from Microsoft Money
Chapter 2: Introduction to the Big Picture
Boiling Quicken Down to Its Essence
Tracking tax deductions
Printing checks (and other forms)
Tracking bank accounts, credit cards, and other stuff
Planning your personal finances
Setting Up Additional Accounts
Setting up another banking account
Hey, Quicken, I want to use that account!
Whipping Your Category Lists into Shape
Subcategories . . . yikes, what are they?
Category groups . . . double yikes!
Four tips on categorization
Ch-ch-changing a category list
Want to Play Tag?
Chapter 3: Maximum Fun, Maximum Profits
Should You Even Bother with a Budget?
Serious Advice about Your Secret Plan
Your personal Secret Plan
Two things ...